The Frank Value Fund Institutional class returned 12.29% in 2025, compared to 11.05% 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 61.3%, outperforming both the Russell Midcap Value ETF return of 23.5%, and the S&P 500 ETF […]
Frank Value Fund Q4 2025 Letter to Shareholders Read More »
The Frank Value Fund Institutional class returned 15.68% YTD as of September 30, 2025, compared to 9.50% 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 66.13%, outperforming both the Russell Midcap Value Index total return of 21.76%,
Frank Value Fund Q3 2025 Letter to Shareholders Read More »
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%,
Frank Value Fund Q2 2025 Letter to Shareholders Read More »
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 »
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 »
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 »
[vc_row css=”.vc_custom_1655337147898{padding-top: 15px !important;padding-right: 50px !important;padding-left: 50px !important;}”][vc_column][vc_column_text] Russia using energy as a weapon has changed the paradigm. War in Ukraine and subsequent sanctions have jarred the world into the realization that energy independence is necessary. In early March, the United States announced a ban on all Russian oil imports. Should the rest of the
March 2022 – Energy Independence Read More »
