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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 series. 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.

This was recorded live in front of University at Albany finance students.

  • Anne Putnam, Fenimore Retrospective

    FENIMORE RETROSPECTIVE

    FENIMORE RETROSPECTIVE
    Anne Putnam 

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  • John Fox, 2024Review, 2025 Outlook

    2024 REVIEW 2025 OUTLOOK 

    2024 REVIEW
    2025 OUTLOOK 
    John Fox, CFA®

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  • Drew Wilson, FAM Valu Fund

    FAM VALUE FUND

    FAM
    VALUE FUND
    Drew Wilson, CFA®

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  • Drew Wilson, FAM Small Cap Fund

    FAM SMALL CAP FUND

    FAM SMALL
    CAP FUND
    Kevin Gioia, CFA®

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  • William Prestom, FAM Dividend Focus Fund

    FAM DIVIDEND FOCUS FUND

    FAM DIVIDEND FOCUS FUND
    William Preston, CFA®

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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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