Part Two: CEO Anne Putnam Discusses Key Differentiators and Her Vision as CEO with Walter Thorne – Albany Executive Insights

Anne Putnam, CEO, is honored to join Walter Thorne, Market President and Publisher of the Albany Business Review, for the Albany Executive Insights series, presented in partnership with the Albany Business Review. In Part 2 of this exclusive interview, Anne speaks to key differentiators as well as her vision, which includes:

1. Building on Success
2. Data Driven Outcomes
3. Innovation

This sponsored interview about the Firm’s advisory services has been published by The Albany Business Review (“ABR”), a non-advisory client that provides various marketing services to Fenimore. Cash compensation was given in exchange for the publishing of this sponsored content. Due to Fenimore’s relationship with ABR, material conflicts of interest include but are not limited to a financial incentive to promote this sponsored interview. These compensated endorsements are intended to objectively showcase the Firm and its services; however, it is important to understand that compensation may have influenced the content of this article therefore we encourage clients and prospective clients to independently research and assess the Firm’s investment offerings, taking into consideration their unique financial goals, risk tolerance, and investment preferences before making any investment decisions.

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.

This excerpt is from our October 2023 FAM Funds Annual Investor Meeting.

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.

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
• 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
• 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
• 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
• Review the downside capture ratio as it relates to the FAM Funds