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.
Drew Wilson, CFA®, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story.
This excerpt is from our October 2023 FAM Funds Annual Investor Meeting.
FAM Small Cap Fund Portfolio Manager Andrew Boord provides a strategy overview, performance update, and stock story.
This excerpt is from our October 2023 FAM Funds Annual Investor Meeting.
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 1 of this exclusive interview, Anne speaks to what differentiates Fenimore Asset Management as it approaches its 50th anniversary, including these key elements.
“We will remain committed to service and that is the reason for the expansion in the Capital Region, because we want to be where investors are.”
— Anne Putnam, CEO
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.
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:
Liza Baran, Director of Shareholder Services, highlights service enhancements and reinforces the various ways you have direct access to our team.
Kevin Smith, CFP®, Director of Fenimore’s Private Client Services, provides insights on this popular subject. For a more in-depth look at whether you are building enough wealth for your desired retirement lifestyle, watch Kevin’s video, “Investing for What Matters Most.”