Paul Frank Positions For 2012: Sticking With U.S. Equities For Now
By Paul Frank: This is the fourth piece in our Positioning for 2012 series. Readers can find the entire Positioning For 2012 series here. Paul M. Frank is the president of Aviemore Asset Management, LLC, and the portfolio manager of the ETF Market Opportunity Fund (ETFOX), which has earned a 5-star rating from Morningstar for every period measured. The fund is made up entirely of ETFs. ETFOX currently has $40 million in assets under management.
Seeking Alpha's Jonathan Liss recently spoke with Paul to find out how he planned to position clients in 2012 in light of his understanding of how a range of macro-economic and geopolitical trends were likely to unfold in the coming year.
Seeking Alpha (SA): How would you generally describe your investing style/philosophy?
Paul Frank (PF):
The ETF Market Opportunity Fund (ETFOX) is a multi-cap, multi-style, multi-factor fund of ETFs. Under normal market conditions, this portfolio will invest atComplete Story »