Joe LeRoy, Relationship Manager, and Liza Baran, Director of Shareholder Services & Operations, highlight FAM Funds services and the direct access investors have to our team.
Joe LeRoy, Relationship Manager, and Liza Baran, Director of Shareholder Services & Operations, highlight FAM Funds services and the direct access investors have to our team.
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.
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.