Brian J. Frank discusses Frank Capital Partners LLC and the Frank Value Fund. Mr. Frank looks for companies that are both cheap and high quality. In order to find stocks that fit both criteria, Mr. Frank casts as wide of a net as possible by being willing to go anywhere in the stock market. He also believes in maintaining a concentrated portfolio of best ideas so that each investment is a material portion of the portfolio. In addition, once an investment is made, Mr. Frank thinks it is important to hang on and be patient. Since Mr. Frank doesn’t look at value alone, he is able to hold cash if he isn’t finding stocks that meet his criteria, and as of the end of the first quarter, he was holding 65% cash.
Full interview HERE.
Interview Highlights: Brian Boyle of Boyle Capital on Investing Strategies
October 19, 2016
Interview Highlights: Brian E. Peery of Hennessy Funds on Investing Strategies
January 24, 2017
Interview Highlights: Brian Gilmartin of Trinity Asset Management on Investing Strategies
February 01, 2017
Interview Highlights: John Buckingham of Al Frank Asset Management on Investing Strategies
January 20, 2017
Interview Highlights: Rajneesh Vig of Tennenbaum Capital Partners on Investing Strategies
November 17, 2016
