Money Life Interview
Chuck Jaffee interviews Frank Value Fund portfolio manager Brian Frank on the Money Life show. Frank discusses money market yields and stocks at the 38 minute mark. Click here for the interview.
Money Life Interview Read More »
Value Investing
Value Investor’s Guide to Money Market Funds
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
Value Investor’s Guide to Money Market Funds Read More »
Quick-serve Restaurant Business Equipped to Fight Inflation and Recession
Consumers have had a tough experience in the post-pandemic world, and corporations have had to contend with similar struggles. Quick-serve restaurants (QSR) reside in the unfortunate nexus of every post-pandemic pain point. Supply chain constraints, food inflation, a weaker mass-market consumer spending base, and labor shortages all disproportionally affect the QSR industry. Margins have predictably
Quick-serve Restaurant Business Equipped to Fight Inflation and Recession Read More »
David Einhorn Declares Value Investing is Dead
Legendary value investor David Einhorn declares value investing dead, but a new type of value rises from the ashes to outperform. Long-live Value In a recent interview on Bloomberg, successful value-investor David Einhorn detailed the wreckage of professional value investing. He stated, “there have been serious changes to the market structure,” and “most value investors
David Einhorn Declares Value Investing is Dead Read More »
CNBC Interviews Frank Funds
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.
CNBC Interviews Frank Funds Read More »
TD Ameritrade Network – Inflation, Rates, and Growth
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 »
Energy in a Recession – Bloomberg Television
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 »
Frank on Markets – Bloomberg Radio
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
Frank on Markets – Bloomberg Radio Read More »
Golden Age of Value – Bloomberg Radio
Tim Stenovec and Carol Massar of Bloomberg Radio talk to Frank Value Fund portfolio manager Brian Frank about a potential golden age for value investing in 2023. Listen to the interview here.
Golden Age of Value – Bloomberg Radio Read More »
Q4 22 Letter to Shareholders
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
Q4 22 Letter to Shareholders Read More »