frankadmin

November 2020 – Finally Time for Value?

[vc_row css=”.vc_custom_1655390340944{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text]As good vaccine news comes out, there have been some significant changes in stock market trends. Stay-at-home stocks, the momentum darlings of 2020 have lost their wings, while the extremely beaten-down value stocks have appreciated sharply. Is now finally the time, after years of momentum stocks leading the …

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October 2020 Update

[vc_row css=”.vc_custom_1655390385481{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] How will central banks and politicians, hooked on intervention react to slowing stock markets and economies? With more money-printing, of course! What does this mean for your money? Inflation may seem imminent, but we believe deflation comes first. There is a wider, more volatile set of outcomes …

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MarketWatch

Opinion: The stock market will lose crucial support as millennials tap 401(k)s for cash

[vc_row][vc_column][vc_column_text] Opinion: The stock market will lose crucial support as millennials tap 401(k)s for cash   Millennials, who primarily invest through retirement accounts, will need money as they lose their jobs because of the economic shutdown   Most Americans are leaving their investments alone amid the coronavirus panic. Interestingly, only 13% of survey respondents added more …

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Money Life with Chuck Jaffe

Why having an absolute-value discipline works

[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Money Life with Chuck Jaffee show featuring Frank Value Fund portfolio manager Brian Frank explaining what he bought in the downturn and why having an absolute-value discipline works LISTEN NOW [/vc_column_text][/vc_column][/vc_row]

Underlying Weaknesses in the Stock Market Structure

[vc_row][vc_column][vc_column_text]   Download Slaughterhouse 500, an in-depth look at the underlying weaknesses in stock market structure caused by passive investing. Frank Value Fund portfolio manager Brian Frank co-authored the paper and has positioned the fund to weather the inevitable volatility large-scale passive investing causes.[/vc_column_text][/vc_column][/vc_row]

Money Life with Chuck Jaffe

Recessionary signals in today’s US economy

[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Money Life with Chuck Jaffee show featuring Frank Value Fund portfolio manager Brian Frank detailing recessionary signals in today’s US economy. (mp3) LISTEN NOW [/vc_column_text][/vc_column][/vc_row]

Money Life with Chuck Jaffe

Rare Approach to Absolute Value Investing Using EBIT and Enterprise Value

[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Money Life with Chuck Jaffee show featuring Frank Value Fund and its rare approach to absolute value investing using EBIT and Enterprise Value. (mp3) LISTEN NOW [/vc_column_text][/vc_column][/vc_row]

Q3 20

[vc_row css=”.vc_custom_1607512817633{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Q3 20 Letter to Shareholders” tag=”h2″ align=”left” bot=”0px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580862530{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] The Frank Value Fund Institutional Class returned 9.22% YTD as of 9/30/2020 compared to 4.09% for the S&P 500 TR Index and -12.84% for the Russell Midcap Value Index. The fund is delivering superior returns with …

Q3 20 Read More »

twst.com

Investing in a Concentrated Portfolio of Value Stocks

[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Brian J. Frank has been the Portfolio Manager for Frank Capital Partners LLC — FCP — and the Frank Value Fund since inception in June of 2003 and July of 2004 respectively. After working at Lightyear Capital, a private equity fund organized by Donald Marron of Paine …

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Barron's

Pfizer: A Dose of Defense in a Feel-Good Market

[vc_row css=”.vc_custom_1655497862601{padding-top: 40px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] As the market has rallied to record levels in recent weeks, Pfizer has enjoyed the ride, and then some. The pharmaceutical giant is up about 12% compared with 9% for the Standard & Poor’s 500. Yet unlike many other stocks trading at 52-week highs (or better), the …

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