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Louis Frank

About Louis Frank

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So far Louis Frank has created 16 blog entries.

The Balancing Act

The Balancing Act Investment Market Update US equities posted another lackluster quarter in Q3-2019. The S&P 500 has now dropped, rallied and then churned sideways for a relatively stagnant return over the past 12 months (see Chart I below). Chart I: S&P 500 Performance Trailing 12 months (Source: Yahoo Finance) Looking more globally, equity-like risk [...]

By |2019-10-14T15:36:57-07:00October 14th, 2019|Investment Strategy|

Finding Value in Today’s Market Environment

Where is the Value? Investments with meaningful intrinsic value remain scarce with public markets still overvalued and a recent influx of volatility. International public equities have had lackluster returns during the past five years while US markets appear to have stalled out as well over the past twelve months. Our investment team continues to see pockets [...]

By |2019-09-03T13:14:59-07:00September 1st, 2019|Investment Strategy, Lotus Club|

Make.Life.Count

Make.Life.Count Here at LotusGroup - we firmly believe in our company's mission, "Maximizing Human Potential," and look to instill this mission into our broader community of clients, family and friends. Our goal has always been to build a culture that provides our clients the transparency, security and trust around their investment portfolio so that they [...]

By |2019-05-31T14:24:44-07:00May 31st, 2019|Uncategorized|

LotusClub: Private Investment Update Q1-19

Q1 Highlights: As we spent most of last year launching and developing new products, we continue to receive positive feedback regarding our homegrown offerings. Continued consistent cash flows and payouts The ongoing success of our LGA IncomePlus Fund The launch and initial successes for our first direct offering, the LotusGroup Longevity Fund We would like [...]

By |2019-02-28T19:14:49-07:00February 28th, 2019|Investment Strategy, Lotus Club, Private Investments|

2018 Year In Review

  During 2018, there were countless joys, many new marriages, several new babies, a few graduations, numerous new jobs, and more! There were also a number of new beginnings for clients, disappointments to overcome, and celebrations of lives well lived. As we come to the end of 2018, we are once again honored to be [...]

By |2019-01-15T13:09:36-07:00January 14th, 2019|Investment Strategy, Lotus Club|

Managing Emotions Through Both Ups and Downs

Public Market Update 2018 has been a roller coaster ride for fully invested public market investors. After a volatile start to 2018, US markets surged to all time highs between February and September. However, most major markets outside the US began to see robust declines, decoupling from the continued US gains. As October arrived, US [...]

By |2018-11-30T12:51:15-07:00November 30th, 2018|Investment Strategy|

Rising Interest Rates – Sparking Concern into Global Markets

Public Market Update: The abrupt arrival of chilly weather here in Denver is a reminder that fall is ending and winter is upon us. Looking back over the past three months, US GDP growth exceeded expectations with tax cuts spurring increased economic activity. Looking forward, the picture of US GDP is a bit less clear [...]

By |2018-10-15T15:58:32-07:00October 14th, 2018|Investment Strategy|

Lotus Club: Private Investment Update Q3-2018

  LotusClub has continued to deliver consistent cash flows and returns for our growing group of clientele. Q3 Highlights: An early exit on $6.7MM of infrastructure investments, with an expected over-achievement of initially targeted IRRs An increase from 10% to now 14% annualized distributions on our Denver-based co-working investment Continued progress on a $2-4MM workout [...]

By |2018-08-31T16:15:07-07:00August 31st, 2018|Investment Strategy, Lotus Club, Private Investments|

Have Financial Markets Reached the Summit?

    Public Market Update As of last week, the US bull market that began in March of 2009 became the longest in history, setting a new "record" of 3,453 days. While the sheer length of our current bull market has been phenomenal, global markets have continued to be relatively flat since 2011 - over seven [...]

By |2018-08-31T16:15:13-07:00August 31st, 2018|Investment Strategy|

Will Trade Rhetoric and Hawkish Central Banks Spark Further Market Volatility?

  Public Market Update Global markets have been turbulent and volatile during the first half of 2018, with Q2 continuing the slight cumulative downtrend from Q1 (some markets have risen and some declined, but in aggregate show a small decline). A contributing factor to volatility has been the heightened rhetoric and growing pains between the [...]

By |2019-04-14T10:53:13-07:00July 12th, 2018|Investment Strategy|