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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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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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
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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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The Frank Value Fund Institutional class returned 3.62% YTD as of June 30, 2024, compared to 4.56% for the Russell Midcap Value Index and 15.29% 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 24.58%, Russell Midcap Value
Frank Value Fund Q2 2024 Letter to Shareholders Read More »
From May 2022 to November 2023, PG&E (NYSE: PCG) returned over 40% compared to 12% for the S&P 500 and a loss of 12% for the XLU Utilities ETF. This post will detail our 2022 investment case for PCG and how the process sharpened our value-investing research. Compelling opportunities like PCG exist today. Understanding the
Shocking Returns in PG&E Read More »
The Frank Value Fund Institutional class returned 7.16% in the first quarter of 2024 compared to 8.11% for the Russell Midcap Value Index and 10.56% 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 28.84%, Russell Midcap Value
Frank Value Fund Q1 2024 Letter to Shareholders Read More »
