Skip to main content

Quality. Consistency. Access.

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
SHARE ON

Back

Continue reading

FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLAN

FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLAN

Fenimore’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.

This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.

SHARE ON

Back

Continue reading

Just a Minute with Fenimore: “Fixed for Retirement”

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.
SHARE ON

Back

Continue reading

What is a Roth Conversion?
Investor Education Series

What is a Roth Conversion?
Investor Education Series

In 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.

SHARE ON

Back

Continue reading

The Quest for Quality Small-Cap Stocks

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.

Podcast Highlights Include:
  • Fenimore’s proprietary, in-depth, quality and margin-of-safety screens.
  • Our select, investable universe.
  • Interesting examples of the types of holdings we seek.
  • Fenimore’s actively managed approach to constructing a concentrated portfolio of small-cap equities.
SHARE ON

Back

Continue reading