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%. […]
Frank Value Fund Q1 2025 Letter to Shareholders Read More »
Listen to Frank Value Fund portfolio manager Brian Frank speak with host of MoneyLife, Chuck Jaffee about absolute value investing. While the broader market is trading near historically high valuations, Frank details the bargains in small and mid-cap value space that investors are overlooking. Click here to listen to the interview (34 minute mark.)
Brian Frank on MoneyLife Read More »
The 800 meters is one of the most exciting events in track and field. This “mid-distance” event occupies the most lactic acid producing pain point between all-out sprint and long-distance. Winning strategies can vary wildly in the 800 meters, with more than one way to achieve success. The Frank Value Fund’s universe of small and
Active in Small and Mid Cap Stocks Read More »
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
Frank Value Fund Q4 2024 Letter to Shareholders Read More »
The Frank Value Fund Institutional class returned 12.10% YTD as of September 30, 2024, compared to 15.09% for the Russell Midcap Value Index and 22.09% for the S&P 500 TR Index. Since fully integrating catalyst-unlocking value into the strategy in January 2022, Frank Value Institutional class produced a Total Return of 34.78%, Russell Midcap Value
Frank Value Fund Q3 2024 Letter to Shareholders Read More »
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
Western Union Investment Case Read More »
Frank Value Fund portfolio manager Brian Frank appears on Bloomberg Radio’s Drive to the Close, talking value in today’s market. Click here for the full conversation.
Bloomberg Radio Interview Read More »
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
Golden Age of Value Read More »
[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
June 2022 – Yesterday’s War Read More »
[vc_row][vc_column][vc_column_text] There is a two-ton anvil of reality dropping on unprofitable companies. The first quarter of 2022 continued trends from late 2021 as well as establishing great new shifts in the investment world. All of Frank Capital’s separate account strategies had positive returns in Q1 22, far outpacing riskier, growth-at-any-price strategies, as well as the
April 2022 – First Quarter Update Read More »
