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Value Investing: Two Sectors You Must Know
Gregg Early: I’m here with Brian Frank portfolio manager of the Frank Value Fund (MUTF:FRNKX) at Frank Capital Partners. Brian it has been such a long time since value has really been at the forefront of investors' thoughts. Could you tell us where we are in the cycle where you are looking for value and where you are finding value? Brian Frank: Absolutely. I think the fact that we have been so far from investors' thoughts—the savvy investors—usually means we are at the bottom of the value cycle. It is a fantastic time to start looking at fundamentals. Most ...
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