Fourth Quarter 2022 The Frank Value Fund Institutional Class returned +4.43% in 2022 compared to a loss of -18.11% for the S&P 500 TR Index and -12.03% for the Russell Midcap Value Index. Please see the end of this letter for more performance information. 2022 By the Numbers The Frank Value Fund was the #1 …
Third Quarter 2022 The Frank Value Fund Institutional Class returned -8.30% YTD 2022 compared to a loss of -23.87% for the S&P 500 TR Index and -20.36% for the Russell Midcap Value Index. Please see the end of this letter to shareholders for more performance information. Boring Value – Exciting Returns Before addressing the ongoing …
Equity Risk Premium – Q3 22 Letter to Shareholders Read More »
[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] Second Quarter 2022 The Frank Value Fund Institutional Class returned -4.30% YTD 2022 compared to a loss of -19.96% for the S&P 500 TR Index and -16.23% for the Russell Midcap Value Index. Please see the end of this letter for more …
[vc_row][vc_column][vc_column_text] Hoping for unprofitable growth companies to lead again is fighting yesterday’s war Unprofitable growth companies continue to grind lower in 2022. This brutal bear market for the once high-flying issues is a painful dose of cogitative dissonance to those used to easy gains on exciting companies. Rather than cutting edge technologies like artificial intelligence …
[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 …
[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 …
[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, …
[vc_row css=”.vc_custom_1655389395144{padding-top: 15px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] When investors talk about volatility, they are usually referring to losses in markets. Volatility, however, can also be defined as disorderly moves upwards in stocks as well. Below is our new video on passive investing, where we explain why passive is increasing volatility and we may be …
[vc_row css=”.vc_custom_1655390412100{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text]On August 2nd, 1990, the Iraqi army invaded and occupied Kuwait. Global energy markets reeled as some of the largest supplies of crude oil were suddenly in doubt. Speculators piled into crude oil, doubling the price to about $80 per barrel. The consensus expected more fighting from a …
July 2021 – The Mother of All Energy Stock Setups Read More »
[vc_row css=”.vc_custom_1655390438084{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Fans of classic horror movies love and expect the typical cliches like victims attempting to escape in a car that won’t start or a group of clueless teenagers taking refuge in an ominous looking haunted house. As viewers, we can’t help but groaning aloud “No! Don’t go …
