Who we are

Frank Investments is an investment management company that exists to help turn self-made wealth into generational wealth.

Our ethos combines Paul Barry-Walsh's nationally recognised entrepreneurial, self-made excellence with Paul Sedgwick's decades of hands-on experience driving investment strategies for leading global investment banks.


Frank Investments offers a discretionary investment management model rooted in personalised service, direct conversation with your Chief Investment Officer and access to both a partnership of firms for further investment opportunities and the founders' personal networks for family and business matters.


Frank Investments extends the principles of its own investment management to those of its clients and partners. Our interests are wholly aligned with our clients. To enable a best-in-class service, the founders have built a team of associates and employees to develop the capability of the firm and manage its growing client base and network of partners.

Frank Investments offers you the opportunity to invest in a portfolio managed in parallel with that of the founders.

Our balanced investment approach reflects our founders’ requirements to preserve the value and purchasing power of their wealth at minimum cost.


The exposures and structure of client portfolios managed by Frank Investments exactly replicate those of the founders’ own portfolio. Moreover, the founders and their clients pay the same investment management fees. This ensures that clients’ risks, opportunity and costs are wholly aligned with those of Frank Investments’ founders.


Each of our clients is provided with their own managed account on the Bank Julius Bär platform. This ensures that they neither delegate ownership nor compromise the immediate availability of their own assets.


What we do

Investment Proposition Summary

* Aim to turn self-made wealth into generational wealth

* Assets held in your name on a leading independent banking platform

* Managed by an experienced team alongside their own money

* Goal of long-term wealth enhancement with a medium risk profile

* Prices to reflect an aversion to egregious fees. 0.9% Total Expense Ratio


Investment Approach, Managed Balanced Portfolio

Our approach to portfolio construction combines disciplined risk-based asset allocation with careful selection of the liquid shares and bonds of companies with global businesses, strong balance sheets and sustainable dividend policies. Trading is restrained as excessive portfolio turnover adds costs and indicates a lack of focus on long-term fundamental stock selection, which is central to our approach.The strategy is unlevered (we do not borrow in order to increase exposure to underlying securities) and we avoid complex derivative securities (options, futures, etc.) and their potentially unrecognized risks.

* The Strategy has global geographic exposure, investing in high quality, reasonably priced companies and a sustainable competitive advantage.

* We focus on dividend paying stocks to provide income and capital growth. We do not focus on short term sentiment although this can provide opportunities.

* We aim to exploit market inefficiencies. We pay for any research from our own budget as laid out under MIFID II and have good contact with corporate investor relations departments.

* No position will form more than 5% of the portfolio. The portfolio will consist of a maximum of 30 core holdings to maintain discipline.

* Investment opportunities are considered by liquidity, conviction and by risk assessment.


Investment Philosophy

* Our investment philosophy is to own and hold quality companies for the long term

* To understand what point we are in the investment cycle to provide correct overall portfolio balance

* Look for opportunities when short term sentiment has overreacted relative to fundamentals

* Avoid highly cyclical and leveraged sectors

* Keep the process simple and portfolio balanced considering macro-outlook



Strategies

Frank Investments Managed Balanced Total Return Portfolio £

Frank Investments' medium risk Managed Balanced Total Return Portfolio has a long-term investment horizon and takes balanced exposure to diversified holdings of blue-chip equities and fixed income. Fundamental security selection is central to the investment approach which is manifested in low portfolio turnover.


The Portfolio's objective is to provide capital appreciation over the long term via strategic asset allocation and investment security selection.

The portfolio is unlevered (we do not borrow in order to increase exposure to underlying securities) and does not employ complex derivative securities (options, futures, etc.).


Investors' assets are held in their own name in managed accounts with Julius Bär, where they are invested by Paul Sedgwick pari passu with those of the founders.

Investors can access their portfolio at any time, and the founders and their clients pay the same investment management fees.