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.
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.
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).
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.
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.
“Resilience” was the theme of 2020’s meeting held in mid-October. Highlights include:
Tom Putnam, Founder & Executive Chairman, discusses how Fenimore’s focus on quality businesses, stress-tested investment process, and professionals prepared us for the pandemic.