Philosophy

Since 1977, Al Frank Asset Management has employed a long-term investment philosophy that’s based on three core tenets:

We don’t limit ourselves to the constraints of those nine little style boxes. So we’re free to go wherever we think the best stock values currently are found. After crunching thousands of numbers to unearth these bargains, we feel we can be confident that their value has the potential to emerge 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 while potentially improving our after-tax returns (as realized capital gains are often of the long-term variety). To minimize risk and maximize opportunity, our holdings of individual stocks number in the hundreds, we think improving our chances of owning those rare few stocks that everyone wishes they’d noticed earlier.