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
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.”
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.
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.
The FAM 5 Featured Nonprofits: St. Peter’s 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.
The FAM 5 Featured Nonprofits: Mohawk Valley Library System
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.
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.
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.”
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.
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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.
