Today is Friday September 4th 2026. What is typically a sleepy week before Labor Day weekend had some action.

What Worked in Value:

I have been on the road, marketing my firm's equity strategy to brokers and investment advisors in the northeast. They are impressed that the Frank Value Fund has returned nearly 90% cumulative from January 1, 2022 to August 31, 2026, compared to 81% for the Nasdaq 100 ETF, ticker QQQ, 72% for the S&P 500 ETF ticker SPY, and 50% the Russell Mid Cap Value ETF ticker IWS. My brand of value has worked in the past five years.

It has taken amazing innovation in Artificial Intelligence, one of the largest capital expenditure booms in recorded history, and absolutely unprecedented revenue growth and margin expansion in the biggest companies in the world to drive the CAPE to 40+

Mea ...