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Fenimore Through The Years: Celebrating 50 years in business

  • 1974
    Thomas O. Putnam founded Fenimore Asset Management in 1974 as a means to manage family money after the Putnams sold their quality, booming business — Fenimore Fabrics.
  • 1984
    Forbes magazine feature: “Making a Name in the Catskills” — “Does being tucked away in a small town hurt a stock picker? Not if you know how to invest the way Thomas Putnam does.”
  • 1987
    FAM Value Fund is established to offer Fenimore’s distinctive investment approach, focused on quality companies, to mutual fund investors nationwide.
  • 1992
    Kiplinger’s magazine cover feature: “Best Mutual Funds” — “From a town of 5,268 in upstate New York. Results should impress the toughest city slickers.”
  • 1996
    FAM Dividend Focus Fund opens to provide a second mutual fund option centered on quality businesses that pay dividends.
  • 2006
    Kiplinger’s magazine spotlights Fenimore: “Raves for an off Wall Street Firm” — “If you really understand your companies (holdings), you don’t have to worry about what Wall Street thinks.”
  • 2012
    FAM Small Cap Fund is launched with a commitment to investing in quality, sustainable, small-cap businesses.
  • 2014
    Carrying the Legacy Forward: 40 Years of Independent, Proprietary Investment Management
  • 2016
    Fenimore opens an office in Albany, NY to provide even more access and opportunities to meet with our investment professionals.
  • 2020
    COVID-19 impacted the way we all live and work. Fenimore focused on safety and seamless business continuity while keeping our investors’ best interests in mind.
  • 2024
    Changing Times, Unchanging Principles: Fenimore celebrates 50 years and the opening of a new, more convenient location in Albany, NY to better serve our investors.
    Today, Fenimore remains your trusted investment partner on both a local and national scale as we adhere to our distinctive investment research approach and high-touch, personalized service.
    • “The Fenimore group is made up of true professionals. Not only are they good at WHAT they do – investment management, they are equally as good at HOW they do it. They communicate, are always available and are timely in every respect.”

      Fenimore Investor

    • “As we arrive at our 50th Anniversary in 2024, our vision for the future requires reflecting back. While much has changed, Fenimore remains deeply rooted in our steadfast values and investment philosophy — WE ARE PROUD OF THIS CONSISTENCY.”

      Anne Putnam,

    • “Kevin [Director of Private Client Services] makes me feel like I could not have my life savings in a better place to see me through retirement.”

      Fenimore Investor

    • “Fenimore’s investor-first mentality is ingrained in our culture, and I believe this ultimately gives our investors peace of mind and a sense of trust.”

      Will Preston, CFA®, 
      Portfolio Manager, FAM Dividend Focus Fund

    • “Service continues at the same high level that I am used to for all the years I have been with Fenimore.”

      Fenimore Investor

    • “Our team seeks to go above and beyond for investors because we truly care. We believe in relationships — not transactions. At the end of the day, it’s all about trust.”

      Liza Baran,
      Director of Shareholder Services & Operations

    These testimonials about Fenimore’s advisory services have been given by our investors. No compensation was given in exchange for the testimonials. Due to Fenimore’s relationship with the testimonial-providers, material conflicts of interest may arise, including, but not limited to, their relationship with Fenimore. These testimonials may not be representative of the experience of other investors and the testimonials are no guarantee of future performance or success.