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FAM FUNDS: 2024 RECAP & OUTLOOK

Written by Wright Design on . Posted in All News, Company Hightlights, Featured News & Insights, Podcasts, Videos, Videos & Podcasts.

FAM FUNDS: 2024 RECAP & OUTLOOK

Gain insights about FAM Funds from this video presentation. Highlights include:

  • Fenimore Retrospective — Anne Putnam, CEO
  • 2024 Review, 2025 Outlook — John Fox, Chief Investment Officer
  • Fund Updates — Value, Small Cap, and Dividend Focus Fund performance and portfolio activity.

Alternatively, you can choose to watch any of these shorter videos below. This was recorded live in front of University at Albany finance students.

  • Anne Putnam, Fenimore Retrospective

    FENIMORE RETROSPECTIVE

    FENIMORE RETROSPECTIVE
    Anne Putnam 

    Watch Video

  • John Fox, 2024Review, 2025 Outlook

    2024 REVIEW 2025 OUTLOOK 

    2024 REVIEW
    2025 OUTLOOK 
    John Fox, CFA®

    Watch Video

  • Drew Wilson, FAM Valu Fund

    FAM VALUE FUND

    FAM
    VALUE FUND
    Drew Wilson, CFA®

    Watch Video

  • Drew Wilson, FAM Small Cap Fund

    FAM SMALL CAP FUND

    FAM SMALL
    CAP FUND
    Kevin Gioia, CFA®

    Watch Video

  • William Prestom, FAM Dividend Focus Fund

    FAM DIVIDEND FOCUS FUND

    FAM DIVIDEND FOCUS FUND
    William Preston, CFA®

    Watch Video

Definitions of Terms

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The Quest for Quality Small-Cap Stocks

Written by Wright Design on . Posted in Featured News & Insights, Podcasts, Videos & Podcasts.

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.
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Spotting Indicators Before Investing

Financial Statements – Know the Numbers: Spotting Indicators Before Investing

Written by Wright Design on . Posted in Podcasts, Uncategorized, Videos & Podcasts.

Spotting Indicators Before Investing

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.

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The Wealth Effect

The Wealth Effect

Written by Wright Design on . Posted in Insights, Podcasts.

The Wealth Effect

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.

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