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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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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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The FAM 5 Featured Nonprofits: Regional Food Bank

The FAM 5 Featured Nonprofits:
Regional Food Bank

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. The Regional Food Bank represents Human Services, one of our five main giving categories.

REGIONAL FOOD BANK, Latham, NY

  • The Regional Food Bank’s vision is that everyone has the nutritious food they need to thrive. Serving 23 counties, the Food Bank works with agency partners, community groups, food and farm donors, volunteers, and its dedicated staff to close the meal gap.
  • Founded in 1982, the Food Bank leads the fight against hunger. It operates a 70,000 square-foot distribution center in Latham.

    • Additionally, to accommodate growing needs in the Hudson Valley, a new 50,000 square-foot distribution center will open soon in the Town of Montgomery.
  • The Food Bank accepts donations from the food industry and our community. It then feeds more than 350,000 of our neighbors in need each month through 1,000+ direct-service programs and partners.
  • In 2023, the Food Bank distributed more than 48 million pounds of food (the equivalent of 40 million meals).
  • More than 20,000 volunteers contribute 54,000 hours of service annually.
    • Volunteers can sort and repack donated products in the distribution centers or help with various tasks at their Patroon Land Farm.

Watch our video that spotlights all five nonprofits.

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The FAM 5 Featured Nonprofits: St. Peter’s Hospital Foundation

The FAM 5 Featured Nonprofits:
St. Peter’s Hospital Foundation

Fenimore Asset Management and St.Peters Hospital Foundation

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. St. Peter’s Hospital Foundation represents Healthcare, one of our five main giving categories.

ST. PETER’S HOSPITAL FOUNDATION, Albany, NY

  • Founded in 1978, St. Peter’s Hospital Foundation serves as the fundraising arm of St. Peter’s Hospital.
  • The purpose of St. Peter’s Hospital Foundation is to advance the Mercy Mission by continuing to provide critical funding to support the programs and services that St. Peter’s Hospital provides.
  • Through the generosity of our community, funds raised support programs and services including Cancer Care Services, Surgical Services, Cardiovascular Care, Maternity Services, NICU, Emergency Medicine, ALS, Women’s Health, Mission Services, and more.
  • The critical funding to St. Peter’s Hospital ensures that our community continues to have access to world-class healthcare and the most advanced technology right here in the Capital Region.
  • In addition to monetary gifts, volunteer opportunities are available at St. Peter’s Hospital through their volunteer services team.

Watch our video that spotlights all five nonprofits.

VIDEO

  • Fenimore Asset Management and St.Peters Hospital Foundation
  • Fenimore Asset Management and St.Peters Hospital Foundation
  • Fenimore Asset Management and St.Peters Hospital Foundation
  • Fenimore Asset Management and St.Peters Hospital Foundation

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The FAM 5 Featured Nonprofits: Mohawk Valley Library System

The FAM 5 Featured Nonprofits:
Mohawk Valley Library System

Fenimore Asset Management and Mohawk Valley Library System, Schenectady, NY

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. The Mohawk Valley Library System represents Education, one of our five main giving categories.

MOHAWK VALLEY LIBRARY SYSTEM, Schenectady, NY

  • Mission: The Mohawk Valley Library System (MVLS) serves communities by empowering libraries.
  • The MVLS serves 14 public libraries and their communities in Fulton, Montgomery, Schenectady, and Schoharie Counties.
  • It offers shared resources and services to allow libraries to serve as a nexus for collaborating and building community.
  • Demand for electronic materials, including e-books and audiobooks, is dramatically increasing. The MVLS provides access to a dynamic shared collection of more than 24,000 electronic items.
  • Library activities promote community engagement, foster civic responsibility, and enhance overall quality of life.
  • Volunteers are always needed. You can help out with library programs, join a Friends of the Library group, and more.

Watch our video that spotlights all five nonprofits.

Video

  • Fenimore Asset Management and Mohawk Valley Library System
  • Schoharie Free Library Kids Crafts on the Porch

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THE FAM 5 Featured Nonprofits: Proctors Collaborative

The FAM 5 Featured Nonprofits:
PROCTORS COLLABORATIVE

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. Proctors Collaborative represents The Arts, one of our five main giving categories.

PROCTORS COLLABORATIVE, Schenectady, NY

  • As an arts and community development organization, Proctors Collaborative makes a wide variety of performing arts experiences accessible, while also supporting the community behind the scenes.
  • Founded in 1977 by community advocates who rescued the 1926 Proctors theatre from demolition, the organization has grown to become the region’s destination for touring Broadway shows.
  • In 2012, Proctors launched an affiliation with Capital Repertory Theatre, modeling how organizations can work together to share services for mutual benefit across the region.
  • The Collaborative partnered with Universal Preservation Hall in 2016 and Schenectady-Saratoga Symphony Orchestra in 2022.
  • The partnership of venues hosts more than 1,700 events per year, attended by 650,000 people.
  • The Collaborative supports 1,300 direct and indirect jobs and makes a $45 million annual impact on the region’s economy.

Watch our video that spotlights all five nonprofits.

Video

  • Fenimore Asset Management and Proctors Collaborative
  • Fenimore Asset Management and Proctors Collaborative
  • Fenimore Asset Management and Proctors Collaborative

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Celebrating 50 Years in the Community with 5 Nonprofits

Celebrating 50 Years in the Community

The FAM 5 Featured Nonprofits

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. 

The organizations represent each of Fenimore’s main giving categories:
The Arts, Education, Healthcare, Human Services, and Youth Development.
The nonprofits are:

  • The Arts = Proctors Collaborative
  • Education = Mohawk Valley Library System
  • Healthcare = St. Peter’s Hospital Foundation
  • Human Services = Regional Food Bank
  • Youth Development = Double H Ranch
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“These are only a few of the hundreds of organizations that are the lifeblood of the Capital Region,” said Fenimore CEO Anne Putnam. “They are our neighbors, our friends, and our support systems that keep us going each and every day.”


“We want to raise awareness and help educate the public about each of these impressive organizations,” shared Fenimore President Christian Snyder. “Our vision is to transform lives and transform communities for generations as we continue to support more than two hundred nonprofits each year.”



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FENIMORE NAMES JUSTINE PHOENIX TO THE FAM FUNDS BOARD OF TRUSTEES

FENIMORE NAMES JUSTINE PHOENIX TO THE FAM FUNDS BOARD OF TRUSTEES

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    Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, announces that Justine Phoenix — Vice President, Distribution & Broker Dealer Engagement & Head of Diversity Project North America at Nicsa — has joined the FAM Funds Board of Independent Trustees. She has more than 30 years of experience in asset management and intermediary distribution, including client relationship management, business development, and operations.

    In her role at Nicsa, Ms. Phoenix is responsible for developing and amplifying programs for distribution and broker dealer executives. She also oversees their Diversity Project North America and works with the CEO Advisory Council and Executive Committee to guide and direct its activities.

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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Prior to Nicsa, Ms. Phoenix was Vice President, Senior Relationship Manager at Fidelity Investments where she led relationship management for the Fidelity FundsNetwork®. Before Fidelity, she was Director of Operations for the Investment Company Institute (ICI) and responsible for all mutual fund operations and distribution activities. Additionally, Ms. Phoenix held leadership positions at Massachusetts Financial Services and Boston Financial Data Services.  

“Justine has extensive experience in the mutual fund industry and is very talented,” said Tom Putnam, Founder and Executive Chairman of Fenimore Asset Management. “Her knowledge, insights, and guidance should benefit our investors for many years to come.”

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $5.02 billion in assets under management (as of March 31, 2024) through its Cobleskill headquarters and Albany office. 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.

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Richard Heim and Jonathan Moran Join Fenimore

RICHARD HEIM AND JONATHAN MORAN JOIN FENIMORE

Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, welcomes Richard Heim and Jonathan Moran to the firm’s growing team.

Mr. Richard “Rick” Heim has been appointed Senior Relationship Manager. He is a Malta resident and offers more than 25 years of investment industry experience. Mr. Heim customizes and curates portfolios for individual and institutional investors to help them achieve their financial goals.

“We are very pleased to have Rick join Fenimore,” shared Kevin Smith, Director of Private Client Services. “His experience, knowledge, and commitment to serving investors with excellence underscores our mission. He is a valued addition to the team.”

Prior to joining Fenimore, Mr. Heim was a Vice President and Financial Consultant with Charles Schwab for more than 15 years and a Financial Consultant with AXA Advisors. He earned a bachelor’s degree in business management from Green Mountain College.

As Director, Mr. Jonathan Moran informs and educates financial professionals about Fenimore’s investment solutions.

“Jonathan’s experience working with financial advisors will allow him to be a vital contributor to our third-party distribution and service team,” said CEO Anne Putnam. “His dedication to developing long-term relationships to assist advisor allocations reinforces Fenimore’s approach.”

Mr. Moran held various positions with Lazard Asset Management and The Ayco Company before joining Fenimore. He is an Accredited Investment Fiduciary (AIF®). A Niskayuna native, Mr. Moran is involved in the community and holds a bachelor’s degree in finance from Siena College.

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $5.02 billion in assets under management (as of March 31, 2024) through its Cobleskill headquarters and Albany office. 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.

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

    Senior Relationship Manager

    Rick Heim, Senior Relationship Manager

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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    Jonathan Moran, Director

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FENIMORE CELEBRATES NEW ALBANY OFFICE ON WOLF ROAD AND 50TH ANNIVERSARY

FENIMORE CELEBRATES NEW ALBANY OFFICE ON WOLF ROAD AND 50TH ANNIVERSARY

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    Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, held a ribbon cutting today to celebrate the company’s opening of its new Albany office at 142 Wolf Road. This is one of several celebrations as the firm marks 50 years of business this year.

    Conveniently located next to Frank Adams Jewelers and across from Shoppers Park, the new location is more than double the size of Fenimore’s previous Albany office. The larger space accommodates multiple operating groups to better serve investors. It also supports the firm’s growing team, including several long-tenured and new associates who live regionally.

    Fenimore’s Albany office is open Monday through Friday from 8:30 a.m. to 5 p.m. Stop by or call 518.234.4393 to schedule an appointment.

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

    Insert Image here

“We wanted to make sure that the investor experience and work environment are the same as our Cobleskill headquarters while increasing our Capital Region visibility and access,” shared Fenimore President Christian Snyder. “People can meet with us and benefit from Fenimore’s half-century of experience in successfully navigating complex economic and financial market cycles.”

“In honor of our 50th anniversary, we’d also like to announce that we will be making five major charitable gifts in the region as part of our overall culture of philanthropic support,” said Fenimore CEO Anne Putnam. “The donations will be in the areas of The Arts, Education, Health Care, Human Services, and Youth Development.”

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $5.02 billion in assets under management (as of March 31, 2024) through its Cobleskill headquarters and Albany office. 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.

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