Investment Strategies

Unwavering discipline is a rare quality. But at Al Frank Asset Management, we continue to adhere to the same strategy upon which Al Frank founded this company back in 1977: We buy and hold large baskets of undervalued stocks for their long-term appreciation.

But perhaps nothing sets us apart more than our investment philosophy. We don't limit ourselves to the constraints of those nine little style boxes. So we're free to go wherever we believe the best stock values are currently found. After crunching thousands of numbers to unearth these bargains, we construct portfolios as we might a cornucopia, improving our chances of owning those rare few stocks that everyone wishes they'd noticed earlier.

These approaches to selection and diversification give us confidence that the true value of our investments will win out in time, so patience comes easily. And patience in turn enables us to have low turnover of our holdings, which keeps our trading costs down.

Two Investment Styles

Al Frank offers two managed account investment styles. The Value strategy aims for long-term capital appreciation. Our Dividend Value strategy is designed for long-term total return from both capital appreciation and, secondarily, dividend income.

To learn more about these individual strategies, as well as their respective long-term performance figures and the research and portfolio management teams that help execute them, please see our managed account fact sheets for our Value Composite and our Dividend Value Composite.