The Frank Value Fund Institutional class returned 12.10% YTD as of September 30, 2024, compared to 15.09% for the Russell Midcap Value Index and 22.09% for the S&P 500 TR Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 34.78%, Russell Midcap Value […]
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Money-transfer company Western Union got its start in the telegram business during the 1800s. Now, several hundred years later, Western Union specializes in the money remittance market, helping people living in a new country send money to family back home, wherever on the globe that may be. When remittances utilized paper money, Western Union dominated
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The Frank Value Fund Institutional class returned 3.62% YTD as of June 30, 2024, compared to 4.56% for the Russell Midcap Value Index and 15.29% for the S&P 500 TR Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 24.58%, Russell Midcap Value
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From May 2022 to November 2023, PG&E (NYSE: PCG) returned over 40% compared to 12% for the S&P 500 and a loss of 12% for the XLU Utilities ETF. This post will detail our 2022 investment case for PCG and how the process sharpened our value-investing research. Compelling opportunities like PCG exist today. Understanding the
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The Frank Value Fund Institutional class returned 7.16% in the first quarter of 2024 compared to 8.11% for the Russell Midcap Value Index and 10.56% for the S&P 500 TR Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 28.84%, Russell Midcap Value
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The Frank Value Fund Institutional Class returned 15.13% in 2023 compared to 13.44% for the Russell Midcap Value Index and 26.29% for the S&P 500 TR Index. For the two years ended 12/31/2023, Frank Value Institutional Returned 20.23%, Russell Midcap Value Index -0.11%, and S&P 500 TR Index 3.42%. In a two-year period with a
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The Frank Value Fund Institutional Class returned 4.83% YTD compared to 0.54% for the Russell Midcap Value Index and 13.07% for the S&P 500 TR Index. Please see the end of this letter for more performance information. Don’t Forget the Little Guy You have likely been bombarded with fanfare from the “Magnificent 7” tech companies
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The Frank Value Fund Institutional Class returned 7.83% YTD compared to 5.23% for the Russell Midcap Value Index and 16.89% for the S&P 500 TR Index. Please see the end of this letter for more performance information. According to Barron’s, less than 2% of all mutual funds and ETFs enjoyed positive returns in both 2022
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By investing in money market funds, you are leaving the world of FDIC insured bank deposits to get a pickup in yield. However, money market funds can invest in different types of securities, and some are more prone to disruption than others. Investors should be careful and conservative when choosing a money market fund. Types
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The Frank Value Fund Institutional Class returned 6.22% in Q1 2023 compared to 7.50% for the S&P 500 TR Index and 1.32% for the Russell Midcap Value Index. Please see the end of this letter for more performance information. We are pleased the fund outperformed 95% of the mid-cap value Morningstar category in the first
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