The Fraenkel Group
"We are independent investors who bring together original ideas and non-consensus thinking for the benefit of our clients."
Portfolio Managers (left to right): Robert H. Pearlman, Francis L. Fraenkel, Kenneth Amano,
Ann Marie Foss, CFA, David M. Ross and Lida Greenberg
Francis “Shorty” Fraenkel, head of the Fraenkel Group, discusses the importance of judgment in his team’s investment process.
David Ross discusses the Fraenkel Group’s commitment to client service by building a trusted advisor network.
The Fraenkel Group at a Glance
- Manage more than $2 billion in assets for individuals, families, foundations and 401(k) plans
- Fundamental, research-driven approach
- Conservative growth investors focused on finding high quality companies with long-term potential
- High-touch client service
- Committed to long-term client relationships
- Access to a trusted network of advisors
Philosophy & Process
Listening is the cornerstone of our practice. Each client has a story that shapes their investment attitudes and goals. Our process begins by spending significant time with our clients to hear these stories. Asking questions to understand their lives and situations, and to identify how they feel about money and investing, is the only way to truly develop a solution that meets each individual’s or organization’s unique investment goals and expectations.
As conservative growth investors, we focus on finding high quality companies with long-term potential. We are research-driven, using proprietary analysis and a well-defined process to identify and evaluate ideas and companies.
Collaboratively discuss ideas sourced through the team, the firm’s centralized research team and third-party research.
Research Attractive Opportunities
Conduct in-depth qualitative and quantitative analysis on industry leaders, special situations and high dividend stocks that meet our criteria.
Build and monitor a diversified portfolio of typically 25-30 stocks. Attempt to remain fully invested unless opportunities are scarce.
Meet The Fraenkel Group
Francis (Shorty) Fraenkel
Senior Portfolio Manager
Ann Marie Foss, CFA
Kenneth Y. Amano, CFA
Senior Vice President
Robert H. Pearlman
Senior Portfolio Manager
To learn more about the Fraenkel Group, please call David Ross at 212.476.9075.
This material is intended as a broad overview of the portfolio managers’ current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.