The Quest for Quality Small-Cap Stocks

Written by Wright Design on August 11, 2021. 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.

SHARE ON

Back

Financial Statements – Know the Numbers: Spotting Indicators Before Investing

Written by Wright Design on March 29, 2021. 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.

SHARE ON

Back

The Wealth Effect

Written by Wright Design on March 11, 2021. 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.

SHARE ON

Back