Yahoo Finance interviews Frank Value Fund portfolio manager Brian Frank about the advantages of stock picking vs. indexation. Frank also explains the investment case for the fund’s largest position, NRG Energy. "We love independent power production," Frank Value Fund portfolio manager @bfrankvalue says. "Independent power producers are in areas of the country like Texas, where […]
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Listen to Frank Value Fund portfolio manager Brian Frank speak with host of MoneyLife, Chuck Jaffee about absolute value investing. While the broader market is trading near historically high valuations, Frank details the bargains in small and mid-cap value space that investors are overlooking. Click here to listen to the interview (34 minute mark.)
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The frenzy around weight-loss drugs has created opportunities in food and restaurant companies. Click here for the full article.
Reuters Article on Wegovy and Food Companies Read More »
This bargain-hunting fund manager is finding value in PayPal and other fintech stocks. Click here for the full article.
Marketwatch Opinion Piece on FinTech Read More »
Barron’s interviews Frank Value Fund portfolio manager Brian Frank on Sustainable Aviation Fuel (SAF). Frank gives details on why company environmental goals and government tax incentives have aligned to make SAF renewable fuel with high growth prospects. Click here for the full article.
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Frank Value Fund portfolio manager Brian Frank appears on Bloomberg Radio’s Drive to the Close, talking value in today’s market. Click here for the full conversation.
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Brian Frank appears on CNBC’s Street Signs with Will Koulouris to discuss Frank Value Fund positions in PG&E and Opera. Please click here for the video.
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Brian Frank recently appeared on TD Ameritrade Network and shared insights on how the equity market should consider the fact that inflation could linger. Brian highlights that perhaps piling into unprofitable growth stocks as rates are increasing is dangerous. See Brian’s full appearance here.
TD Ameritrade Network – Inflation, Rates, and Growth Read More »
Brian Frank recently appeared on Bloomberg Television ‘Daybreak Asia’ & discussed how the energy sector can do well in a recession. Brian highlights that energy is one of the biggest positions in the Frank Value Fund. Watch Brian’s full appearance here: https://t.co/vvyBltkh5H
Energy in a Recession – Bloomberg Television Read More »
Brian Frank recently appeared on Bloomberg Radio ‘Daybreak Asia’ & discussed his outlook on the markets in China. Brian highlights that it’s a lot easier to bet on energy consumption than real estate. Listen to Brian’s interview here: https://t.co/XEmdpwi8iX
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