All
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Celebrating 50 Years of Investing
At Fenimore Asset Management, we’ve stayed true to our investment philosophy and guided investors through the many ups and downs since 1974. For 50 years, investors have relied on our in-depth investment research, focus on quality stocks, and personalized service — from people who truly care. -
WALL STREET WEEK INTERVIEW WITH TOM PUTNAM (JANUARY 29, 1993)
Looking back as we celebrate Fenimore’s 50th Anniversary. Join us in revisiting a pivotal moment: our Founder, Tom Putnam, sharing insights on Wall Street Week with Louis Rukeyser on January 29, 1993. -
Active Management: A Different Perspective
Discover the difference of passive versus active investing with Marc Roberts, CFA®, Portfolio Manager of the FAM Value Fund. -
John Fox, CIO, Joins Walter Thorne of the Albany Business Review for Albany Executive Insights
John Fox, CIO, joins Walter Thorne, Market President and Publisher of the Albany Business Review, to discuss Fenimore's investment approach. -
Part Three: CEO Anne Putnam Discusses Her Passion for Fenimore with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, teams up with Walter Thorne, Market President and Publisher of the Albany Business Review, for Albany Executive Insights. In the final video of our 3-part series, Anne discusses what drives her day-to-day and why she is so passionate about Fenimore. -
ESTATE PLANNING: Plan Today. Enjoy Tomorrow.
Estate planning is important to all investors, so we created a video that provides a helpful overview and actionable steps you can take. -
ESTATE PLANNING: Why is it important?
This video focuses on the importance of having an estate plan and the main goals. -
ESTATE PLANNING: What are the key elements?
Learn the core documents that are necessary to develop a solid estate plan and a simple checklist to follow. -
ESTATE PLANNING: When should it be a priority?
It’s vital to be proactive and have a holistic view of your estate before it becomes an urgent matter. -
ESTATE PLANNING: How do you create a plan?
This conversation highlights how to get started and find the right attorney, the types of attorneys to consider, and more. -
Part Two: CEO Anne Putnam Discusses Key Differentiators and Her Vision as CEO with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, teams up with Walter Thorne, Market President and Publisher of the Albany Business Review, for Albany Executive Insights. In Part 2, Anne discusses key differentiators and her vision as CEO. -
FAM DIVIDEND FOCUS FUND UPDATE
Portfolio Manager William Preston, CFA®, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding. -
FAM VALUE FUND UPDATE
Drew Wilson, CFA®, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story. This excerpt is from our October 2023 FAM Funds Annual Investor Meeting. -
FAM SMALL CAP FUND UPDATE
FAM Small Cap Fund Portfolio Manager Andrew Boord provides a strategy overview, performance update, and stock story. This excerpt is from our October 2023 FAM Funds Annual Investor Meeting. -
Part One: CEO Anne Putnam Discusses Fenimore’s 50th Anniversary and Key Elements with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, teams up with Walter Thorne, Market President and Publisher of the Albany Business Review, for Albany Executive Insights. In Part 1, Anne reveals her proudest moments as Fenimore approaches its 50th anniversary and the key elements that define Fenimore. -
Quality Investing Part 1: Fenimore Approach
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: discuss the current state of the market and economy after a volatile year and share the definition of quality as Fenimore uses it in equity research. -
Quality Investing Part 2: The Importance of Discipline
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: review Fenimore’s approach of using quality in active management to structure portfolios and help us understand what statistically reinforces investors need to be long-term focused and how to assist in managing emotion in a bear market. -
Quality Investing Part 3: Risk Analysis at FAM
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: define risk as it is considered at Fenimore and discuss Fenimore’s investment approach from initial screening through allocation as we seek select, quality businesses. -
Quality Investing Part 4: Statistic Results
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: define downside capture and explain a key measure of success and review the downside capture ratio as it relates to the FAM Funds. -
FAM Funds Shareholder Services Update
Liza Baran, Director of Shareholder Services, highlights service enhancements and reinforces the various ways you have direct access to our team. -
Saving for a Child’s College vs. Saving for Retirement
Kevin Smith, CFP®, Director of Fenimore’s Private Client Services, provides insights on this popular subject. -
Investing for What Matters Most
Are you building the wealth you’ll need for your desired retirement lifestyle? This video includes clear, actionable steps to help you gain financial confidence and invest for what’s ahead. -
Know Your Companies
Will Preston — Portfolio Manager, FAM Dividend Focus Fund — answers the question, “What gives Fenimore long-term confidence during short-term volatility?” -
Just a Minute with Fenimore: “Accessible”
We make sure that our investors have access to Fenimore’s entire team of professionals while encouraging frequent communications. This video is part of the “Just A Minute with Fenimore” series. -
Positive Long-Term Outlook – Quality of The Businesses We Own
As we continue the 10-Year Anniversary of the FAM Small Cap Fund, Andrew Boord, Portfolio Manager, discusses the long-term outlook for the fund. -
Research on the Road: Company Visits
Marc Roberts, Portfolio Manager, FAM Value Fund, explains why visiting companies, meeting with management, and discovering what’s new are an integral component of our distinctive investment research process. -
Quality Opportunities & Access to Management
As we celebrate the 10-Year Anniversary of the FAM Small Cap Fund, Kevin Gioia, Portfolio Manager, discusses why visiting companies and meeting with management are integral components of our research process at the companies where we choose to invest. -
Top 3 Takeaways: A Decade Later
As we celebrate the 10-Year Anniversary of the FAM Small Cap Fund, Andrew Boord, Portfolio Manager, discusses the top 3 takeaways from the past decade. -
Listen. Engage. Mentor.
Tom Putnam, Fenimore’s Founder & Executive Chairman, discusses his leadership role on our team. -
Talent & Teamwork
Founder & Executive Chairman Tom Putnam underscores why Fenimore’s team approach to the investment process is so important. -
Quality. Consistency. Access.
How does FAM Funds partner with its advisory clients? Senior Vice President Anne Putnam and Senior Director Bill McCartan share how we: (1) Service our investment advisors (2) Provide complementary equity solutions (3) Manage by conviction as a fundamental value investor. -
FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLANFenimore’s Founder & Executive Chairman Tom Putnam, CEO John Fox, and President Deb Pollard discuss why we’ve held an annual meeting since 1987, our long-term succession plan, and recent news. -
FAM VALUE FUND UPDATE
Marc Roberts, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story. -
FAM DIVIDEND FOCUS FUND UPDATE
Portfolio Manager William Preston, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding. -
FAM SMALL CAP FUND UPDATE
FAM Small Cap Fund Portfolio Manager Kevin Gioia provides a strategy overview, performance update, and stock story. -
FAM FUNDS SHAREHOLDER SERVICES UPDATE
Liza Baran, Director of Shareholder Services, discusses key benefits of our service offerings and recent enhancements. -
Just a Minute with Fenimore: “Quality”
Whether it’s the investments we choose or the service we provide, quality is one of Fenimore’s key principles — Guided by Quality. Invested Together. This piece is part of the “Just A Minute with Fenimore” video series. -
Just a Minute with Fenimore: “Fixed for Retirement”
Discover: Fenimore’s goals for fixed income investing; what makes our research process distinctive; how we strive to mitigate risk; and how we partner with investors. This video is part of the “Just A Minute with Fenimore” series. -
What is a Roth Conversion?
Investor Education SeriesIn this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion. If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271. -
The Quest for Quality Small-Cap Stocks
FAM Small Cap Fund Portfolio Managers Andrew Boord and Kevin Gioia chat with Senior Vice President Anne Putnam about Fenimore’s relentless quest for quality small-cap stocks. This pursuit began in 1974 and continues today. -
Just a Minute with Fenimore: “Trust”
Fenimore’s team strives to serve with excellence and integrity every day. Earning and maintaining our investors’ trust is what matters most. This segment is part of the “Just A Minute with Fenimore” video series. -
Roth Conversions
Investor Education SeriesIn this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth. -
Where We Were. Where We Are.
Fenimore CEO & CIO John Fox discusses where we were a year ago and where we are today. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Meeting with Management Virtually
FAM Dividend Focus Fund Portfolio Manager William Preston discusses virtual meetings with the leaders of our holdings and their effectiveness. This video is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Outlook for Small-Cap Stocks
Fenimore’s Kevin Gioia, Portfolio Manager of the FAM Small Cap Fund, shares his views on small-cap stocks. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Valuation Matters in the Long Run
Valuation always matters over the long term explains Fenimore’s CEO & CIO John Fox. This excerpt is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Financial Statements – Know the Numbers: Spotting Indicators Before Investing
Andrew Boord, Portfolio Manager of the FAM Small Cap Fund, discusses how he built a strong foundation for investment research while working with Howard Schilit, author of Financial Shenanigans. Fenimore Director of Sales, Bill McCartan, hosts this engaging conversation. -
The Wealth Effect
Drew Wilson, Co-Manager of FAM Value Fund, discusses the “wealth effect” in an interview. The wealth effect is the notion that changes in consumer asset values (e.g. home, investment portfolio) affect a person’s confidence and willingness to spend. -
Inside FAM Dividend Focus Fund
Paul Hogan, Co-Manager of the FAM Dividend Focus Fund (FAMEX), explains the investment philosophy behind the fund — a philosophy that led Barron’s to call Paul the fund manager that “has beaten 99% of his peers” over the past half-decade (12/4/19). -
Stress Testing Banks
Fenimore Small Cap Strategy Portfolio Manager Andrew Boord discusses how our team’s hands-on management drives our ability to “stress test” banks during COVID-19 and evaluate their place in our portfolio. This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany. -
Enduring, Quality Businesses
Fenimore CEO & CIO John Fox says no one can predict the future, that’s why it’s imperative to “own businesses that can do well no matter the environment.” This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany. -
FAM Funds’ Annual Shareholder Informational Meeting
“Resilience” was the theme of 2020’s meeting held in mid-October. Highlights include... -
Prepared for the Unexpected
Tom Putnam, Founder & Executive Chairman, discusses how Fenimore’s focus on quality businesses, stress-tested investment process, and professionals prepared us for the pandemic.
Videos
-
Celebrating 50 Years of Investing
At Fenimore Asset Management, we’ve stayed true to our investment philosophy and guided investors through the many ups and downs since 1974. For 50 years, investors have relied on our in-depth investment research, focus on quality stocks, and personalized service — from people who truly care. -
WALL STREET WEEK INTERVIEW WITH TOM PUTNAM (JANUARY 29, 1993)
Looking back as we celebrate Fenimore’s 50th Anniversary. Join us in revisiting a pivotal moment: our Founder, Tom Putnam, sharing insights on Wall Street Week with Louis Rukeyser on January 29, 1993. -
Active Management: A Different Perspective
Discover the difference of passive versus active investing with Marc Roberts, CFA®, Portfolio Manager of the FAM Value Fund. -
Part Three: CEO Anne Putnam Discusses Her Passion for Fenimore with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, teams up with Walter Thorne, Market President and Publisher of the Albany Business Review, for Albany Executive Insights. In the final video of our 3-part series, Anne discusses what drives her day-to-day and why she is so passionate about Fenimore. -
ESTATE PLANNING: Plan Today. Enjoy Tomorrow.
Estate planning is important to all investors, so we created a video that provides a helpful overview and actionable steps you can take. -
ESTATE PLANNING: Why is it important?
This video focuses on the importance of having an estate plan and the main goals. -
ESTATE PLANNING: What are the key elements?
Learn the core documents that are necessary to develop a solid estate plan and a simple checklist to follow. -
ESTATE PLANNING: When should it be a priority?
It’s vital to be proactive and have a holistic view of your estate before it becomes an urgent matter. -
ESTATE PLANNING: How do you create a plan?
This conversation highlights how to get started and find the right attorney, the types of attorneys to consider, and more. -
Part Two: CEO Anne Putnam Discusses Key Differentiators and Her Vision as CEO with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, teams up with Walter Thorne, Market President and Publisher of the Albany Business Review, for Albany Executive Insights. In Part 2, Anne discusses key differentiators and her vision as CEO. -
FAM DIVIDEND FOCUS FUND UPDATE
Portfolio Manager William Preston, CFA®, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding. -
FAM VALUE FUND UPDATE
Drew Wilson, CFA®, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story. This excerpt is from our October 2023 FAM Funds Annual Investor Meeting. -
FAM SMALL CAP FUND UPDATE
FAM Small Cap Fund Portfolio Manager Andrew Boord provides a strategy overview, performance update, and stock story. This excerpt is from our October 2023 FAM Funds Annual Investor Meeting. -
Part One: CEO Anne Putnam Discusses Fenimore’s 50th Anniversary and Key Elements with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, teams up with Walter Thorne, Market President and Publisher of the Albany Business Review, for Albany Executive Insights. In Part 1, Anne reveals her proudest moments as Fenimore approaches its 50th anniversary and the key elements that define Fenimore. -
Quality Investing Part 1: Fenimore Approach
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: discuss the current state of the market and economy after a volatile year and share the definition of quality as Fenimore uses it in equity research. -
Quality Investing Part 2: The Importance of Discipline
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: review Fenimore’s approach of using quality in active management to structure portfolios and help us understand what statistically reinforces investors need to be long-term focused and how to assist in managing emotion in a bear market. -
Quality Investing Part 3: Risk Analysis at FAM
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: define risk as it is considered at Fenimore and discuss Fenimore’s investment approach from initial screening through allocation as we seek select, quality businesses. -
Quality Investing Part 4: Statistic Results
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: define downside capture and explain a key measure of success and review the downside capture ratio as it relates to the FAM Funds. -
FAM Funds Shareholder Services Update
Liza Baran, Director of Shareholder Services, highlights service enhancements and reinforces the various ways you have direct access to our team. -
Saving for a Child’s College vs. Saving for Retirement
Kevin Smith, CFP®, Director of Fenimore’s Private Client Services, provides insights on this popular subject. -
Investing for What Matters Most
Are you building the wealth you’ll need for your desired retirement lifestyle? This video includes clear, actionable steps to help you gain financial confidence and invest for what’s ahead. -
Know Your Companies
Will Preston — Portfolio Manager, FAM Dividend Focus Fund — answers the question, “What gives Fenimore long-term confidence during short-term volatility?” -
Just a Minute with Fenimore: “Accessible”
We make sure that our investors have access to Fenimore’s entire team of professionals while encouraging frequent communications. This video is part of the “Just A Minute with Fenimore” series. -
Positive Long-Term Outlook – Quality of The Businesses We Own
As we continue the 10-Year Anniversary of the FAM Small Cap Fund, Andrew Boord, Portfolio Manager, discusses the long-term outlook for the fund. -
Research on the Road: Company Visits
Marc Roberts, Portfolio Manager, FAM Value Fund, explains why visiting companies, meeting with management, and discovering what’s new are an integral component of our distinctive investment research process. -
Quality Opportunities & Access to Management
As we celebrate the 10-Year Anniversary of the FAM Small Cap Fund, Kevin Gioia, Portfolio Manager, discusses why visiting companies and meeting with management are integral components of our research process at the companies where we choose to invest. -
Top 3 Takeaways: A Decade Later
As we celebrate the 10-Year Anniversary of the FAM Small Cap Fund, Andrew Boord, Portfolio Manager, discusses the top 3 takeaways from the past decade. -
Listen. Engage. Mentor.
Tom Putnam, Fenimore’s Founder & Executive Chairman, discusses his leadership role on our team. -
Talent & Teamwork
Founder & Executive Chairman Tom Putnam underscores why Fenimore’s team approach to the investment process is so important. -
Quality. Consistency. Access.
How does FAM Funds partner with its advisory clients? Senior Vice President Anne Putnam and Senior Director Bill McCartan share how we: (1) Service our investment advisors (2) Provide complementary equity solutions (3) Manage by conviction as a fundamental value investor. -
FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLANFenimore’s Founder & Executive Chairman Tom Putnam, CEO John Fox, and President Deb Pollard discuss why we’ve held an annual meeting since 1987, our long-term succession plan, and recent news. -
FAM VALUE FUND UPDATE
Marc Roberts, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story. -
FAM DIVIDEND FOCUS FUND UPDATE
Portfolio Manager William Preston, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding. -
FAM SMALL CAP FUND UPDATE
FAM Small Cap Fund Portfolio Manager Kevin Gioia provides a strategy overview, performance update, and stock story. -
FAM FUNDS SHAREHOLDER SERVICES UPDATE
Liza Baran, Director of Shareholder Services, discusses key benefits of our service offerings and recent enhancements. -
Just a Minute with Fenimore: “Quality”
Whether it’s the investments we choose or the service we provide, quality is one of Fenimore’s key principles — Guided by Quality. Invested Together. This piece is part of the “Just A Minute with Fenimore” video series. -
Just a Minute with Fenimore: “Fixed for Retirement”
Discover: Fenimore’s goals for fixed income investing; what makes our research process distinctive; how we strive to mitigate risk; and how we partner with investors. This video is part of the “Just A Minute with Fenimore” series. -
What is a Roth Conversion?
Investor Education SeriesIn this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion. If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271. -
Just a Minute with Fenimore: “Trust”
Fenimore’s team strives to serve with excellence and integrity every day. Earning and maintaining our investors’ trust is what matters most. This segment is part of the “Just A Minute with Fenimore” video series. -
Roth Conversions
Investor Education SeriesIn this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth. -
Where We Were. Where We Are.
Fenimore CEO & CIO John Fox discusses where we were a year ago and where we are today. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Meeting with Management Virtually
FAM Dividend Focus Fund Portfolio Manager William Preston discusses virtual meetings with the leaders of our holdings and their effectiveness. This video is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Outlook for Small-Cap Stocks
Fenimore’s Kevin Gioia, Portfolio Manager of the FAM Small Cap Fund, shares his views on small-cap stocks. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Valuation Matters in the Long Run
Valuation always matters over the long term explains Fenimore’s CEO & CIO John Fox. This excerpt is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Inside FAM Dividend Focus Fund
Paul Hogan, Co-Manager of the FAM Dividend Focus Fund (FAMEX), explains the investment philosophy behind the fund — a philosophy that led Barron’s to call Paul the fund manager that “has beaten 99% of his peers” over the past half-decade (12/4/19). -
Stress Testing Banks
Fenimore Small Cap Strategy Portfolio Manager Andrew Boord discusses how our team’s hands-on management drives our ability to “stress test” banks during COVID-19 and evaluate their place in our portfolio. This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany. -
Enduring, Quality Businesses
Fenimore CEO & CIO John Fox says no one can predict the future, that’s why it’s imperative to “own businesses that can do well no matter the environment.” This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany. -
FAM Funds’ Annual Shareholder Informational Meeting
“Resilience” was the theme of 2020’s meeting held in mid-October. Highlights include... -
Prepared for the Unexpected
Tom Putnam, Founder & Executive Chairman, discusses how Fenimore’s focus on quality businesses, stress-tested investment process, and professionals prepared us for the pandemic.
Podcasts
-
The Quest for Quality Small-Cap Stocks
FAM Small Cap Fund Portfolio Managers Andrew Boord and Kevin Gioia chat with Senior Vice President Anne Putnam about Fenimore’s relentless quest for quality small-cap stocks. This pursuit began in 1974 and continues today. -
Financial Statements – Know the Numbers: Spotting Indicators Before Investing
Andrew Boord, Portfolio Manager of the FAM Small Cap Fund, discusses how he built a strong foundation for investment research while working with Howard Schilit, author of Financial Shenanigans. Fenimore Director of Sales, Bill McCartan, hosts this engaging conversation. -
The Wealth Effect
Drew Wilson, Co-Manager of FAM Value Fund, discusses the “wealth effect” in an interview. The wealth effect is the notion that changes in consumer asset values (e.g. home, investment portfolio) affect a person’s confidence and willingness to spend.