Insights

Frank Value Fund Q3 2024 Letter to Shareholders

Frank Value Fund Q3 2024 Letter to Shareholders

The Frank Value Fund Institutional class returned 12.10% YTD as of September 30, 2024, compared to 15.09% for the Russell…
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Western Union Investment Case

Western Union Investment Case

Money-transfer company Western Union got its start in the telegram business during the 1800s. Now, several hundred years later, Western…
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Frank Value Fund Q2 2024 Letter to Shareholders

Frank Value Fund Q2 2024 Letter to Shareholders

The Frank Value Fund Institutional class returned 3.62% YTD as of June 30, 2024, compared to 4.56% for the Russell…
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Shocking Returns in PG&E

Shocking Returns in PG&E

From May 2022 to November 2023, PG&E (NYSE: PCG) returned over 40% compared to 12% for the S&P 500 and…
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Frank Value Fund Q1 2024 Letter to Shareholders

Frank Value Fund Q1 2024 Letter to Shareholders

The Frank Value Fund Institutional class returned 7.16% in the first quarter of 2024 compared to 8.11% for the Russell…
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Frank Value Fund Q4 2023 Letter to Shareholders

Frank Value Fund Q4 2023 Letter to Shareholders

The Frank Value Fund Institutional Class returned 15.13% in 2023 compared to 13.44% for the Russell Midcap Value Index and…
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Frank Value Fund Q3 2023 Letter to Shareholders

Frank Value Fund Q3 2023 Letter to Shareholders

The Frank Value Fund Institutional Class returned 4.83% YTD compared to 0.54% for the Russell Midcap Value Index and 13.07%…
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Frank Value Fund Q2 2023 Letter to Shareholders

Frank Value Fund Q2 2023 Letter to Shareholders

The Frank Value Fund Institutional Class returned 7.83% YTD compared to 5.23% for the Russell Midcap Value Index and 16.89%…
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Value Investor’s Guide to Money Market Funds

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…
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Frank Value Fund Q1 2023 Letter to Shareholders

Frank Value Fund Q1 2023 Letter to Shareholders

The Frank Value Fund Institutional Class returned 6.22% in Q1 2023 compared to 7.50% for the S&P 500 TR Index…
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Quick-serve Restaurant Business Equipped to Fight Inflation and Recession

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…
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David Einhorn Declares Value Investing is Dead

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…
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Q4 22 Letter to Shareholders

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…
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Golden Age of Value

Golden Age of Value

Investors have endured a rough ride in 2022. Both fixed income and equity markets have suffered losses and participants are…
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Is Meta a Value Stock?

Is Meta a Value Stock?

The owner of Facebook, Instagram, and Whatsapp, Meta Platforms, has been in a spiraling downturn since October 2021. With the…
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