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Beneath the Surface: Finding Opportunity in a Calm Market

Written by Makayla Tebano on . Posted in All News, Featured News & Insights, Insights, Investment Insights, Videos, Videos & Podcasts.

Beneath the Surface: Finding Opportunity in a Calm Market

At first glance, the stock market has appeared remarkably calm in recent months. But beneath the surface, individual stocks have been experiencing a very different reality.

In this latest market commentary, Drew Wilson, CFA®, Portfolio Manager, FAM Value Fund, explores the growing gap between the volatility of the S&P 500 and the volatility of the companies that make up the index. He explains why this disconnect matters and how periods of heightened stock-specific volatility can create opportunities for patient, long-term investors focused on business fundamentals rather than short-term market movements.

Watch the video to hear Drew’s perspective on today’s market environment and why volatility may be creating opportunities worth paying attention to.

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AI Boom vs. Dot-Com Bubble: What’s different this time?

Written by Rachel Crisafulli on . Posted in Featured News & Insights, Insights, Investment Insights, Videos, Videos & Podcasts.

AI Boom vs. Dot-Com Bubble: What’s different this time?

In our latest market update, Marc Roberts, CFA®, Portfolio Manager, FAM Value Fund, breaks down the similarities and key differences between today’s AI-driven growth and the dot-com era—and why staying focused on high-quality businesses can help investors navigate any market cycle.

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FAM FUNDS: 2025 INVESTMENT/SERVICES UPDATES & OUTLOOK

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

FAM FUNDS: 2025 INVESTMENT/SERVICES
UPDATES & OUTLOOK

  • FAM FUNDS 2025 RECAP & OUTLOOK

    FAM FUNDS
    2025 RECAP & OUTLOOK

    William Preston, Director of Research & Portfolio Manager, reflects on the stock market drivers in 2025 and shares insights
    for 2026. 

    Watch video

  • FAM FUNDS SHAREHOLDER SERVICES UPDATE

    FAM FUNDS SHAREHOLDER
    SERVICES UPDATE

    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.

    Watch video

  • FAM Value Fund Annual Letter

    FAM Value Fund Annual Letter

    FAM Value Fund Annual Letter

    FAM Value Fund
    Annual Letter

    VIEW LETTER

  • FAM Small Cap Fund Annual Letter

    FAM Small Cap Fund Annual Letter

    FAM Small Cap Fund
    Annual Letter

    VIEW LETTER

  • FAM Dividend Focus Fund Annual Letter

    FAM Dividend Focus Fund Annual Letter

    FAM Dividend Focus Fund Annual Letter

    FAM Dividend Focus Fund
    Annual Letter

    VIEW LETTER

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Five Lessons on Long-Term Investing

Written by Makayla Tebano on . Posted in Company Hightlights, Featured News & Insights, Investment Insights, Videos, Videos & Podcasts.

FIVE LESSONS ON LONG-TERM INVESTING

In this video from a recent speaking engagement, retired Fenimore CIO, John Fox, CFA®, shares these five Fenimore lessons on long-term investing.

  1. Inflation. To preserve wealth, you must grow your capital greater than the rate of inflation.
  2. How do you do that? You own stocks. If the businesses you own grow faster than the rate of inflation, your money grows.
  3. Why does this work? The U.S. economy historically grows faster than inflation and corporate profits grow faster than the economy, fueling stock returns.
  4. Even though it works, sometimes it can try our patience. Despite market downturns, history shows markets recover and go on to reach new highs.
  5. Stay the course. There will be times we’re going to be out of sync with the market. We’re going to stick to our criteria – only investing in companies that meet our rigorous quality standards.
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Research Team Succession

Written by Makayla Tebano on . Posted in Company Hightlights, Featured News & Insights, Videos, Videos & Podcasts.

Research Team Succession

CEO Anne Putnam and Founder & Executive Chairman Tom Putnam explore Fenimore’s enduring commitment to investment excellence through:

  • A team of diverse, collaborative research analysts who bring unique perspectives.
  • A unified, team-based approach in pursuit of investment performance excellence.
  • A steadfast dedication to perpetuating Fenimore’s market-tested research process and cultivating its next generation of talent.
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Anne Putnam, CEO, shares reasons we attended the 2025 Berkshire Hathaway Annual Shareholder Meeting

Written by Rachel Crisafulli on . Posted in Videos, Videos & Podcasts.

Anne Putnam, CEO, shares reasons we attended the 2025 Berkshire Hathaway Annual Shareholder Meeting

“The Fenimore view of Berkshire is that it’s a successful conglomerate focused on great underwriting in insurance and portfolio management of the balance sheet. These are the tenets that we look for in holdings at Fenimore, because strong operating businesses with great management teams parallel the company stock holdings that we think about for your portfolios.”

– Anne Putnam, CEO

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Fenimore Discusses Market Cycles

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

Fenimore Discusses Market Cycles

Fenimore CEO, Anne Putnam, speaks to Fenimore’s 51 years of experience managing market cycles.

“Our analysts, our team of ten would tell you that this is normal. A correction happens and it gives us an opportunity to invest in our portfolios. We have the experience of over 51 years of history to make sure that we can put portfolios together that are meaningful for you and for us, so that you can sleep at night and have trust in us as your investment partner in order to maintain and mitigate the downturns we are experiencing today.” – Anne Putnam, CEO

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