Letters by company

Altria Group, INC.

1 letter discussing MO. Everything written about it on this site is on its ticker page.

Frank Capital Partners Frank Value Fund Q1 2025 Letter to Shareholders Frank Value Fund increased exposure to independent power producers, arguing that electrification demand from AI data centers, electric vehicles and reshoring should support resilient earnings. The fund swapped Altria Group for a power producer after the latter’s selloff and retained cash for further dislocations while maintaining valuation discipline. Q1 2025 —