General Investing >> Money Manager Interviews >> December 10, 2014

Outperforming the Market with a Concentrated, Go-Anywhere Fund

Frank, Brian J.
Brian J. Frank has been the Portfolio Manager for Frank Capital Partners LLC — FCP — and the Frank Value Fund since inception in June of 2003 and July of 2004 respectively. After working at Lightyear Capital, a private equity fund organized by Donald Marron of Paine Webber, Mr. Frank co-founded FCP. FCP started as a small family office, and Mr. Frank managed the assets with the goal of maximizing wealth for the long term. The success of this strategy led to the creation of the Frank Value Fund, a mutual fund employing the same strategy. The belief that large asset managers have significant disadvantages in their strategic approaches and corporate structure has guided Mr. Frank in building his business. Excellent performance and word-of-mouth created demand for both separate accounts and a mutual fund. Mr. Frank and his family are personally invested in the fund, so additional assets are treated the same as family assets. Now, with over 10 years of public track record, the Frank Value Fund’s long-term record is better than the majority of its peers. The Frank Value Fund has nine times been awarded as a The Wall Street Journal Category King in the Multi-cap Core category. Mr. Frank has dual B.S. degrees from New York University’s Stern School of business in finance and accounting. He is a Registered Investment Adviser and has a Series 65 license. Mr. Frank has appeared on CNBC, Fox Business, Bloomberg Radio, MarketWatch Radio, PBS, TheStreet.com TV, and has been featured in articles in The New York Times, Bloomberg, Barrons.com, InvestmentNews, Investor’s Business Daily, CNNMoney, Ignites, MoneyShow.com, Mutual Fund Observer, Kiplinger, Registered Rep, The Star-Ledger, TheStreet.com and The Wall Street Transcript. Profile
TWST: Please begin with an introduction to Frank Capital Partners and a bit about its history.

Mr. Frank: I started picking stocks as a teenager, and I approached it from the business