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 […]
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.
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
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
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
Scarlet Fu and Tim Stenovec of Bloomberg Radio interview Brian Frank about how a recession in 2023 will affect earnings in US stocks. Listen to the interview here.
Investors have endured a rough ride in 2022. Both fixed income and equity markets have suffered losses and participants are reeling. If and when the Federal Reserve ends its series of interest rate increases, will the pain end and the party-like atmosphere of 2021 return? We will present compelling evidence why the only pivot of
Carol Massar and Tim Stenovec of Bloomberg Radio interview Brian Frank as he gives his take on a Fed pivot and why value stocks are set to continue outperformance. Listen to the Bloomberg Radio interview here.