Wall Street Week Interview with Tom Putnam: January 29, 1993
CHANGING TIMES. UNCHANGING PRINCIPLES: Looking back as we celebrate Fenimore’s 50th Anniversary.
Join us in revisiting a pivotal moment: our Founder, Tom Putnam, sharing insights on Wall Street Week with Louis Rukeyser on January 29, 1993. Just like our steadfast stock selection process over the last 50 years, our mantra remains unchanged – focus on the long term.
At Fenimore, we meticulously assess companies through personal meetings, tours, and extensive research. Our criteria are rigorous: from understanding business models to ensuring strong balance sheets and ethical management.
Discover the difference of passive vs. active investing with Marc Roberts, CFA®, Portfolio Manager of the FAM Value Fund. Get insights into Fenimore’s approach to active management in our latest white paper Active Management, A Different Perspective.
Part Three: CEO Anne Putnam Discusses Her Passion for Fenimore with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, is honored to join Walter Thorne, Market President and Publisher of the Albany Business Review, for the Albany Executive Insights series, presented in partnership with the Albany Business Review. In the final video of our 3-part series, Anne discusses what drives her day-to-day in continuing to grow Fenimore, including the elements of:
Having trusted relationships
Seeing it firsthand growing up
This sponsored interview about the Firm’s advisory services has been published by The Albany Business Review (“ABR”), a non-advisory client that provides various marketing services to Fenimore. Cash compensation was given in exchange for the publishing of this sponsored content. Due to Fenimore’s relationship with ABR, material conflicts of interest include but are not limited to a financial incentive to promote this sponsored interview. These compensated endorsements are intended to objectively showcase the Firm and its services; however, it is important to understand that compensation may have influenced the content of this article therefore we encourage clients and prospective clients to independently research and assess the Firm’s investment offerings, taking into consideration their unique financial goals, risk tolerance, and investment preferences before making any investment decisions.
Estate planning is important to all investors, so we created a video that provides a helpful overview and actionable steps you can take. (viewing time = 34:35)
The subject matter focuses on the why, what, when, and how of estate planning. Topics include:
The main goals.
Necessary core documents.
A simple checklist.
Life events to prioritize.
Attorneys to consider.
When to review your plan.
You can choose to watch the entire program or any of these shorter videos:
This video focuses on the importance of having an estate plan and the main goals. Having a thoughtful plan in place today provides peace of mind for the future. (viewing time = 8:17)
Learn the core documents that are necessary to develop a solid estate plan as well as a simple checklist to follow and the value of coordination with various professionals. (viewing time = 12:53)
It’s vital to be proactive and have a holistic view of your estate before it becomes an urgent matter. Topics discussed include life events that prompt the priority of planning and how often you should review your plan. (viewing time = 8:55)
This conversation highlights how to get started and find the right attorney, the types of attorneys to consider, and what to expect as you move forward with your estate plan. (viewing time = 7:14)
Part Two: CEO Anne Putnam Discusses Key Differentiators and Her Vision as CEO with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, is honored to join Walter Thorne, Market President and Publisher of the Albany Business Review, for the Albany Executive Insights series, presented in partnership with the Albany Business Review. In Part 2 of this exclusive interview, Anne speaks to key differentiators as well as her vision, which includes:
Building on Success
Data Driven Outcomes
Innovation
This sponsored interview about the Firm’s advisory services has been published by The Albany Business Review (“ABR”), a non-advisory client that provides various marketing services to Fenimore. Cash compensation was given in exchange for the publishing of this sponsored content. Due to Fenimore’s relationship with ABR, material conflicts of interest include but are not limited to a financial incentive to promote this sponsored interview. These compensated endorsements are intended to objectively showcase the Firm and its services; however, it is important to understand that compensation may have influenced the content of this article therefore we encourage clients and prospective clients to independently research and assess the Firm’s investment offerings, taking into consideration their unique financial goals, risk tolerance, and investment preferences before making any investment decisions.
Portfolio Manager William Preston, CFA®, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding.
This excerpt is from our October 2023 FAM Funds Annual Investor Meeting.
