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Celebrating 100 Years of Proctors!

Celebrating 100 Years of Proctors!

It was a memorable evening at Proctors as the theatre officially launched its 100th Anniversary Season—and announced Fenimore as the official anniversary season sponsor—during the 2026–27 Season Announcement Bash.

Fenimore CEO Anne Putnam joined Proctors leadership for a ceremonial ribbon cutting to mark the occasion, celebrating a century of Proctors and the shared values that connect both organizations. In her remarks, Anne reflected on themes of longevity, legacy, and stewardship, noting the parallel missions of Fenimore and Proctors to invest in their communities so they can thrive for generations to come.

The celebration continued with the highly anticipated unveiling of Proctors’ 2026–27 Broadway series, an exceptional lineup that will bring this milestone season to life and honor Proctors’ enduring role in the Capital Region’s arts and culture scene.

Fenimore is proud to support Proctors at this historic moment—and to stand alongside an institution that has enriched our region for 100 years through creativity, connection, and community.

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“Longevity and legacy—two pillars that embody Proctors and Fenimore. For a century, Proctors has enriched downtown Schenectady with the arts and vitality, and for 52 years, Fenimore has stayed true to our mission of long‑term investing and service excellence. As someone who sat in Proctors’ audience as a child, it’s an honor to partner with a visionary institution whose values mirror our own. Here’s to the next century of community, culture, and partnership.”

– Anne Putnam, CEO

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Carina Trudell and Jim Haley Join Fenimore

CARINA TRUDELL AND JIM HALEY JOIN FENIMORE

Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, welcomes Carina Trudell and Jim Haley to its growing team.

Ms. Carina Trudell has been appointed Senior Operations Associate. She is a Voorheesville resident and offers 25 years of investment industry experience. As a strategic leader and accomplished project manager, Ms. Trudell helps drive the firm’s operational and service excellence.

“We are very pleased to have Carina on the team,” said Liza Baran, Director of Shareholder Services & Operations. “As Fenimore continues to grow and evolve operationally, Carina will be integral to our strategic vision and adoption of new technologies to better serve investors.”

Prior to joining Fenimore, Ms. Trudell was the Vice President, Head of Corporate Onboarding and Experience at Goldman Sachs Ayco and held other leadership roles during her 25-year tenure. She earned a bachelor’s degree in business administration from Sage College of Albany.

As Senior Director, Mr. Jim Haley, CFP®, has nearly 30 years of investment industry experience. Based in South Carolina, Mr. Haley partners with individuals, families, nonprofits, and institutions to impart Fenimore’s distinctive investment approach and solutions.

“Jim’s vast experience in building long-term, trust-based relationships and delivering research-driven guidance fits our culture perfectly,” stated Fenimore CEO Anne Putnam. “As a valuable member of our relationship team, Jim will expand our market in the South by helping investors with our thoughtful, long-term approach to achieve their financial goals.”

Mr. Haley served in management at Dividend Assets Capital (DAC) before Fenimore. He is a graduate of Campbell University (Master of Trust and Investment Management), Southeastern Trust School, and Siena University (BS in Finance). Mr. Haley also earned the designation of Certified Financial Planner (CFP®) and a certificate in the principles of Servant Leadership through The Greenleaf Center at Seton Hall University.

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with $5.06 billion in assets under management (as of December 31, 2025) through its Cobleskill and Albany offices. The firm’s team focuses on in-depth research, investing in the stocks of carefully selected quality businesses, and providing its investors with highly personalized investment services. Fenimore offers both individually managed portfolios and a family of mutual funds (FAM Funds) that can be used for retirement and other long-term investment planning.

  • Carina Trudell

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    Carina Trudell, Senior Operations Associate

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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    Jim Haley, Senior Director

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Five Lessons on Long-Term Investing

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

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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Fenimore Discusses Market Cycles

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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FAM FUNDS: 2024 RECAP & OUTLOOK

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®

    Watch Video

  • 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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Hunter Frayne promoted to Investment Research Analyst

Hunter Frayne promoted to Investment Research Analyst

Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, announces that Hunter Frayne was promoted to Investment Research Analyst after earning his CFA® (Chartered Financial Analyst®) designation.

Mr. Frayne is responsible for conducting firsthand, company-level investment research and adhering to the firm’s market-tested approach. Previously, he served as a Fenimore Investment Research Associate. Mr. Frayne graduated with honors from the University of Connecticut with a double major in economics and philosophy.

“Hunter is a talented professional with strong values and a passion for our investment philosophy,” said Fenimore’s Chief Investment Officer John Fox. “We are pleased to recognize his contributions to our in-depth research process. Hunter’s insights and analytical abilities should continue to help our investors over the long term.”

Hunter Frayne, CFA®
Investment Research Analyst


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Fenimore Asset Management and Double H Ranch

The FAM 5 Featured Nonprofits: Double H Ranch

The FAM 5 Featured Nonprofits:
Double H Ranch

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. Double H Ranch represents Youth Development, one of our five main giving categories.

DOUBLE H RANCH, Lake Luzerne, NY

  • Double H Ranch, co-founded by Charles R. Wood and Paul Newman, provides specialized programs and year-round support for children and their families dealing with life-threatening illnesses.
  • Double H’s purpose is to enrich lives and provide camp experiences that are memorable, exciting, fun, empowering, physically safe, and medically sound.
  • All programs are FREE of charge and capture the magic of the Adirondacks!
  • There are no geographical barriers to participation.
  • Each year, hundreds of kids living with a serious illness, and their families, have the chance to experience camp uniquely ― purposefully designed, fully adapted, and medically safe.
  • Due to the seriousness of their diagnoses, many children are precluded from attending other camps. With doctors and nurses on site 24 hours a day, a staffed and equipped medical facility, and a close partnership with Albany Medical Center, Double H provides these children with a distinctive experience.

Watch our video that spotlights all five nonprofits.

Video

  • Fenimore Asset Management and Double H Ranch
  • Fenimore Asset Management and Double H Ranch
  • Fenimore Asset Management and Double H Ranch

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