fundamental investing

Frank Value Fund Q2 2025 Letter to Shareholders

The Frank Value Fund Institutional class returned 8.36% YTD as of June 30, 2025, compared to 3.12% for the Russell Midcap Value Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 55.62%, outperforming both the Russell Midcap Value Index Total Return of 15.62%, […]

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Frank Value Fund Q1 2025 Letter to Shareholders

The Frank Value Fund Institutional class returned -2.32% in Q1 2025, compared to -2.11% for the Russell Midcap Value Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 40.28%, outperforming both the Russell Midcap Value Index 9.75%, and S&P 500 TR Index 23.77%.

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Frank Value Fund Q4 2024 Letter to Shareholders

The Frank Value Fund Institutional class returned 19.45% in 2024, compared to 13.07% for the Russell Midcap Value Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 43.61%, outperforming both the Russell Midcap Value Index 12.12%, and S&P 500 TR Index 29.29%. For

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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 Union specializes in the money remittance market, helping people living in a new country send money to family back home, wherever on the globe that may be. When remittances utilized paper money, Western Union dominated

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June 2022 – Yesterday’s War

[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

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