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Value investing by Frank Capital Partners LLC

Q1 22

[vc_row css=”.vc_custom_1607512817633{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_tweetmeme share_via=”frankfunds” share_recommend=”bfrankvalue”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580862530{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] First Quarter 2022 The Frank Value Fund Institutional Class returned 5.92% in Q1 2022 compared to a loss of -4.60% for the S&P 500 TR Index and -1.82% for the Russell Midcap Value Index. Please see the end of this letter for […]

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March 2022 – Energy Independence

[vc_row css=”.vc_custom_1655337147898{padding-top: 15px !important;padding-right: 50px !important;padding-left: 50px !important;}”][vc_column][vc_column_text] Russia using energy as a weapon has changed the paradigm. War in Ukraine and subsequent sanctions have jarred the world into the realization that energy independence is necessary. In early March, the United States announced a ban on all Russian oil imports. Should the rest of the

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January 2022 – How About a Seat Belt?

[vc_row css=”.vc_custom_1655337247612{padding-top: 15px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] For a historically informed investors this is the equivalent to driving 100mph, blindfolded, on an icy mountain trail Slight declines greet investors in the opening month of 2022, and judging from stories in the press and responses on social media, a 3% decline in equities is more

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Value investing by Frank Capital Partners LLC

Q4 21

[vc_row css=”.vc_custom_1607512817633{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_tweetmeme share_via=”frankfunds” share_recommend=”bfrankvalue”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580862530{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] Fourth Quarter 2021 The Frank Value Fund Institutional Class returned 1.39% in Q4 2021 compared to 11.03% for the S&P 500 TR Index and 8.37% for the Russell Midcap Value Index. Please see the end of this letter for more performance information.

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MarketWatch

Opinion: In the stock market, the new year may start with a bang

[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Opinion: In the stock market, the new year may start with a bang By Brian Frank Higher volatility and falling stock prices into the end of 2021 may create opportunities Investors have had to contend with large swings in sentiment this month, capping a year of seesawing

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December 2021 – Embrace the Dystopia

[vc_row css=”.vc_custom_1655338104933{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Does this mean US stocks will end 2022 in the red? Probably not. The Fed has a backbone made of wet spaghetti. Investors had to contend with large swings in sentiment early this December. After some serious drops in high-growth companies with some prices being cut in

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YouTube

Frank Funds Q3 Shareholder Q&A

[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Frank Funds Q3 Shareholder Q&A Nov 30, 2021 Frank Value Fund portfolio manager answers shareholder questions. Topics covered are: inflation, with the CPI increasing costs for everyone. Energy companies, renewable energy, oil and gas. Passive investing, indexation, the S&P 500 and value stock picking. WATCH NOW [/vc_column_text][/vc_column][/vc_row]

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capital appreciation

November 2021 – If I Sold a Business Today

[vc_row css=”.vc_custom_1655338159367{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Multiples are high, money is cheap, SPACs and IPOs are hot, and it is a spectacular time to sell a business. If you are lucky enough to sell at a great price, what should you do with the money? With seemingly every asset class making new highs,

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