Joe LeRoy, Relationship Manager, and Liza Baran, Director of Shareholder Services & Operations, highlight FAM Funds services and the direct access investors have to our team.
Joe LeRoy, Relationship Manager, and Liza Baran, Director of Shareholder Services & Operations, highlight FAM Funds services and the direct access investors have to our team.
In this video from a recent speaking engagement, retired Fenimore CIO, John Fox, CFA®, shares these five Fenimore lessons on long-term investing.
Inflation. To preserve wealth, you must grow your capital greater than the rate of inflation.
How do you do that? You own stocks. If the businesses you own grow faster than the rate of inflation, your money grows.
Why does this work? The U.S. economy historically grows faster than inflation and corporate profits grow faster than the economy, fueling stock returns.
Even though it works, sometimes it can try our patience. Despite market downturns, history shows markets recover and go on to reach new highs.
Stay the course. There will be times we’re going to be out of sync with the market. We’re going to stick to our criteria – only investing in companies that meet our rigorous quality standards.
Anne Putnam, CEO, shares reasons we attended the 2025 Berkshire Hathaway Annual Shareholder Meeting
“The Fenimore view of Berkshire is that it’s a successful conglomerate focused on great underwriting in insurance and portfolio management of the balance sheet. These are the tenets that we look for in holdings at Fenimore, because strong operating businesses with great management teams parallel the company stock holdings that we think about for your portfolios.”
Fenimore CEO, Anne Putnam, speaks to Fenimore’s 51 years of experience managing market cycles.
“Our analysts, our team of ten would tell you that this is normal. A correction happens and it gives us an opportunity to invest in our portfolios. We have the experience of over 51 years of history to make sure that we can put portfolios together that are meaningful for you and for us, so that you can sleep at night and have trust in us as your investment partner in order to maintain and mitigate the downturns we are experiencing today.” – Anne Putnam, CEO
Fenimore Retrospective – Anne Putnam, CEO 2024 Recap + Outlook “As I look back on 2024, there were a number of things we accomplished and first and foremost was growth.”