Insight

December 2020 – Passive Market Share Update

Finance, Insight, Retirement

[vc_row css=”.vc_custom_1655390293895{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] We have updated our paper on passive investing and its effects on US stocks. The paper is available for free download here.   Passive Ownership of Major Companies The largest three passive firms continued gobbling up shares of US equities in Q3 20. Below are the percentages of […]

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November 2020 – Finally Time for Value?

Finance, Insight, Retirement

[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

Finance, Insight

[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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Q3 20

Insight, Uncategorized

[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

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Q2 20

Insight, Uncategorized

[vc_row css=”.vc_custom_1607512968279{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Q2 20 letter to shareholders” tag=”h2″ align=”left” bot=”0px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580853795{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] The Frank Value Fund Institutional Class returned 7.44% YTD as of 6/30/2020 compared to -3.22% for the S&P 500 TR Index and -18.09% for the Russell Midcap Value Index. The fund is delivering superior returns with

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Q1 20

Insight, Uncategorized

[vc_row css=”.vc_custom_1607513057492{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_column_text] Download as PDF [/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1607513057492{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Q1 20 LETTER TO SHAREHOLDERS” tag=”h2″ align=”left” bot=”0px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580845859{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] The Frank Value Fund Investor Class returned -1.31% in Q1 2020 compared to -19.60% for the S&P 500 TR Index. Please see the end of this letter

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Q4 19

Insight, Uncategorized

[vc_row css=”.vc_custom_1607513130802{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_column_text] Download as PDF [/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1607513130802{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Frank Value Fund Q4 19 Letter to Shareholders” tag=”h2″ align=”left” bot=”0px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580837603{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] The Frank Value Fund Investor Class returned 1.82% in Q4 2019 compared to 9.07% for the S&P 500 TR Index. Please see the end

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Q3 19

Insight, Uncategorized

[vc_row css=”.vc_custom_1607580786492{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_column_text] Download as PDF [/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580786492{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Frank Value Fund Q3 19 Letter to Shareholders” tag=”h2″ bot=”0px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580782989{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] The Frank Value Fund Investor Class returned 1.26% in Q3 2019 compared to 1.70% for the S&P 500 TR Index. Please see the end of

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Q2 19

Insight, Uncategorized

[vc_row css=”.vc_custom_1607513237752{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_column_text] Download as PDF [/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1607513237752{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Frank Value Fund Q2 19 Letter to Shareholders” tag=”h2″ align=”left” bot=”0px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607522466094{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] The Frank Value Fund Investor Class returned -0.25% in Q2 2019 compared to 4.30% for the S&P 500 TR Index.During the second quarter we

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Q1 19

Insight, Uncategorized

[vc_row css=”.vc_custom_1607513237752{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_column_text] Download as PDF [/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1607513237752{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][heading text=”Frank Value Fund Q1 19 Letter to Shareholders” tag=”h2″ align=”left” bot=”0px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607522466094{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] The Frank Value Fund Investor Class returned 1.44% in Q1 2019 compared to 13.65% for the S&P 500 TR Index. Please see the end

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