Insights
Frank Value Fund Q2 2024 Letter to Shareholders
By frankadmin
/ July 9, 2024
The Frank Value Fund Institutional class returned 3.62% YTD as of June 30, 2024, compared to 4.56% for the Russell…
Read More
Shocking Returns in PG&E
By frankadmin
/ May 17, 2024
From May 2022 to November 2023, PG&E (NYSE: PCG) returned over 40% compared to 12% for the S&P 500 and…
Read More
Frank Value Fund Q1 2024 Letter to Shareholders
By frankadmin
/ April 18, 2024
The Frank Value Fund Institutional class returned 7.16% in the first quarter of 2024 compared to 8.11% for the Russell…
Read More
Frank Value Fund Q4 2023 Letter to Shareholders
By frankadmin
/ January 2, 2024
The Frank Value Fund Institutional Class returned 15.13% in 2023 compared to 13.44% for the Russell Midcap Value Index and…
Read More
Frank Value Fund Q3 2023 Letter to Shareholders
By frankadmin
/ October 5, 2023
The Frank Value Fund Institutional Class returned 4.83% YTD compared to 0.54% for the Russell Midcap Value Index and 13.07%…
Read More
Frank Value Fund Q2 2023 Letter to Shareholders
By frankadmin
/ July 9, 2023
The Frank Value Fund Institutional Class returned 7.83% YTD compared to 5.23% for the Russell Midcap Value Index and 16.89%…
Read More
Value Investor’s Guide to Money Market Funds
By frankadmin
/ April 26, 2023
By investing in money market funds, you are leaving the world of FDIC insured bank deposits to get a pickup…
Read More
Frank Value Fund Q1 2023 Letter to Shareholders
By frankadmin
/ April 10, 2023
The Frank Value Fund Institutional Class returned 6.22% in Q1 2023 compared to 7.50% for the S&P 500 TR Index…
Read More
Quick-serve Restaurant Business Equipped to Fight Inflation and Recession
By frankadmin
/ April 3, 2023
Consumers have had a tough experience in the post-pandemic world, and corporations have had to contend with similar struggles. Quick-serve…
Read More
David Einhorn Declares Value Investing is Dead
By frankadmin
/ March 28, 2023
Legendary value investor David Einhorn declares value investing dead, but a new type of value rises from the ashes to…
Read More
Q4 22 Letter to Shareholders
By frankadmin
/ January 22, 2023
Fourth Quarter 2022 The Frank Value Fund Institutional Class returned +4.43% in 2022 compared to a loss of -18.11% for…
Read More
Golden Age of Value
By frankadmin
/ November 20, 2022
Investors have endured a rough ride in 2022. Both fixed income and equity markets have suffered losses and participants are…
Read More
Is Meta a Value Stock?
By frankadmin
/ November 3, 2022
The owner of Facebook, Instagram, and Whatsapp, Meta Platforms, has been in a spiraling downturn since October 2021. With the…
Read More
Equity Risk Premium – Q3 22 Letter to Shareholders
By frankadmin
/ October 7, 2022
Third Quarter 2022 The Frank Value Fund Institutional Class returned -8.30% YTD 2022 compared to a loss of -23.87% for…
Read More
Value Investing During Inflation
By frankadmin
/ September 5, 2022
Value Investing During Inflation Chair Powell’s Resolve is Good for Value US stocks rallied in July and the first half…
Read More
Sign Up to Receive Monthly Market Insights
Error: Contact form not found.