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SHIKHA GARG JOINS FENIMORE ASSET MANAGEMENT

Written by Rachel Crisafulli on . Posted in All News, Company Hightlights.

SHIKHA GARG JOINS FENIMORE ASSET MANAGEMENT

  • Shikha Garg

    Fenimore Asset Management, an independent investment advisory firm based in New York’s Capital Region and manager of the FAM Funds family of mutual funds, welcomes Shikha Garg to its team as an Investment Research Associate.

    In her role, Ms. Garg is responsible for conducting firsthand, company-level research in alignment with Fenimore’s disciplined and market-tested investment approach. She evaluates high-quality businesses to support the construction of equity portfolios.

    “Shikha is a very talented professional who is passionate about our investment philosophy,” said Fenimore’s President Christian Snyder. “We are pleased to have her on the investment research team. Shikha’s analytical abilities and insights should help our investors over the long term.”

    Prior to joining Fenimore, Ms. Garg served as a Private Equity Intern at Scava Capital, an Equity Research Intern at Fenimore Asset Management, and an Associate for Investment Research Solutions at Fidelity International. She holds a Bachelor of Management Studies in Finance from the University of Delhi College of Business Studies and a Master of Business Administration from the University of Chicago Booth School of Business.

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

    Shikha Garg

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Congratulations to Anne Putnam and the 2026 Women in Leadership Honorees

Written by Rachel Crisafulli on . Posted in All News, Company Hightlights, Featured News & Insights.

Congratulations to Anne Putnam and the 2026 Women in Leadership Honorees

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    Please join us in congratulating Fenimore Asset Management CEO, Anne Putnam, on being named a 2026 Women Who Mean Business honoree by the Albany Business Review.

    This recognition celebrates an outstanding group of women whose leadership, expertise, and dedication are strengthening organizations and communities across the Capital Region.

    Anne joined Fenimore in 2006 as a Relationship Manager and in 2023, became the firm’s second-generation CEO.  “My father, Tom Putnam, founded the firm in 1974. I grew up in the family business. My education began at the kitchen table … Seeing those trusted relationships [develop] as I was growing up is what drives me day-to-day to continue growing Fenimore.”

  • Anne Putnam, CEO

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Anne is an advocate of family business both from her legacy involvement at Fenimore and as a contributor to the success of other regional small businesses.

Anne’s commitment to our investors, associates, and community reflects the values that have guided Fenimore for more than five decades. We are proud to celebrate this well-deserved recognition and grateful for her leadership as we continue investing for generations.

Tickets are still available for those who would like to join the celebration and recognize Anne and the entire 2026 Women Who Mean Business class at the upcoming awards luncheon on October 15th at Glen Sanders Mansion, Scotia, NY.

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30 Years of Dividend-Focused Investing

Written by Rachel Crisafulli on . Posted in All News, Company Hightlights, Featured News & Insights, Insights, Investment Insights, Videos, Videos & Podcasts.

30 Years of Dividend-Focused Investing

Market conditions may change, but a disciplined investment process can help investors stay focused on long-term goals. For 30 years, the FAM Dividend Focus Fund has remained committed to investing in what we believe are high-quality companies that pay and grow dividends.

In this video, learn how dividend-paying stocks can play an important role in a long-term investment strategy. Dividends may help cushion returns during periods of market volatility, contribute meaningfully to total return, and serve as a sign of a company’s financial strength and commitment to shareholders.

Watch the video to learn more about the Fund’s disciplined approach and 30-year commitment to dividend-focused investing.

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Tom Putnam

Celebrating Tom Putnam: 2026 Citizen Laureate Honoree

Written by Rachel Crisafulli on . Posted in All News, Company Hightlights, Featured News & Insights.

Celebrating Tom Putnam: 2026 Citizen Laureate Honoree

Fenimore is proud to celebrate our founder and executive chairman, Tom Putnam, who has been named a 2026 Community Laureate by the University at Albany Foundation. This distinguished honor recognizes Tom’s decades of leadership, philanthropy, and unwavering commitment to strengthening communities across the Capital Region and beyond.

From establishing Fenimore Asset Management in 1974 to championing initiatives that expand opportunity in education, health care, economic development, human services, and the arts, Tom’s impact continues to shape lives and inspire progress. We are honored to see his vision and service recognized at this year’s Citizen Laureate Awards.

Please join us in congratulating Tom on this well‑deserved recognition—and consider attending the awards ceremony in October to celebrate Tom and the many leaders whose work is making a meaningful difference in our community.

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Bryan Engler Joins Fenimore Asset Management

Written by Rachel Crisafulli on . Posted in All News, Company Hightlights, Featured News & Insights.

BRYAN ENGLER JOINS FENIMORE 

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    Fenimore Asset Management, an independent investment advisory firm based in New York’s Capital Region and manager of the FAM Funds family of mutual funds, welcomes Bryan Engler, CFA®, to its team as a Senior Investment Analyst.

    In his role, Mr. Engler is responsible for conducting firsthand company-level research in alignment with Fenimore’s disciplined and market-tested investment philosophy and process. He specializes in evaluating high-quality businesses and helps construct and curate portfolios within the firm’s Dividend Focus strategy.

    “Bryan’s extensive research background and deep understanding of our long-term investment approach should be highly beneficial to our investors,” said Paul Hogan, Fenimore Portfolio Manager. “His insights, analytical skills, and fresh perspective — combined with more than 20 years of industry experience —  are already adding value to our team.”

  • Bryan Engler

Prior to joining Fenimore, Mr. Engler served as Vice President of Public Equity at Tower 3 Investments, Portfolio Manager at Kovitz Investment Group, and Senior Research Analyst at Great Lakes Advisors. He holds a Bachelor of Arts in Political Science from Tulane University and is a Chartered Financial Analyst® (CFA®) charterholder.

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with $4.74 billion in assets under management (as of March 31, 2026) through its Cobleskill and Albany offices. The firm’s team focuses on in-depth research, investing in the stocks of carefully selected high-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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Celebrating Tom Putnam’s Induction into the Capital Region Business Hall of Fame

Written by Wright Design on . Posted in Company Hightlights, Featured News & Insights, Uncategorized.

Celebrating Tom Putnam’s Induction into the Capital Region Business Hall of Fame

Fenimore Asset Management is proud to celebrate our Founder and Executive Chairman, Tom Putnam, on his induction into the Capital Region Business Hall of Fame, presented by Junior Achievement of Northeastern New York and the Center for Economic Growth.

Tom was recognized for a lifetime of leadership rooted in service, integrity, and an unwavering commitment to community.

  • Tom Hall of Fame 2

  • Tom Hall of Fame 2

A Legacy Built on Integrity, Service, and Trust

During the ceremony, Tom’s story was shared with warmth, humor, and admiration— highlighting how his journey began in Cobleskill at age 13, where he shined shoes and spent his downtime reading The Wall Street Journal “cover to cover”, sparking a lifelong passion for investing. That passion led to the founding of Fenimore, now a nationally respected firm managing over $5 billion (as of 12/31/25).

As highlighted during the ceremony, Tom’s legacy is defined not just by success, but by character. His disciplined approach to investing includes evaluating “company character,” while his leadership philosophy is grounded in integrity, service, and a simple guiding principle: “Be a Friend.”

Tom’s impact extends well beyond the firm. Through hands-on philanthropy and leadership, he has helped drive meaningful community development and economic growth.

A Well‑Deserved Honor

“For building a multi‑billion‑dollar, nationally renowned investment business with humility, faith and a deep, enduring commitment to his roots… and for generously sharing his talents and resources to drive significant community development throughout the region.”

We are proud to celebrate this honor and grateful for the legacy of leadership Tom continues to build—at Fenimore and throughout the communities we serve.

Watch the Tribute Video

Experience Tom’s story, values, and impact in the official Hall of Fame tribute video where Fenimore Directors, Mike Saccocio of the City Mission and John Murray, retired from Rose & Kiernan, talk about his legacy and faith.

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The Power of Quality Companies in a Long‑Term Portfolio

Written by Rachel Crisafulli on . Posted in Company Hightlights, Featured News & Insights, Investment Insights.

From Artemis II to AI: The Power of Quality Companies in a Long‑Term Portfolio

At Fenimore, quality investing is more than a philosophy—it’s the foundation of everything we do. For over 50 years, we’ve believed that the best way to protect and grow capital is by truly knowing the companies we own. That means spending time with management teams, understanding industry dynamics, and investing only when we have conviction in a business’s long‑term durability.

This research often reveals strengths that aren’t always obvious at first glance. Recently, one of our holdings, HEICO Corporation, announced that three of its subsidiaries supplied components to NASA’s Artemis II mission. It’s a powerful reminder that high‑quality companies often play essential roles in some of the world’s most ambitious endeavors.

Another example includes Amphenol Corporation that provides critical infrastructure for data center buildouts supporting the rapid expansion of AI. As artificial intelligence accelerates, demand for reliable power systems, cooling technologies, and connectivity continues to surge. Because we’ve followed this company closely for years—through cycles, leadership changes, and industry shifts—we understand how its competitive advantages position it to benefit from this long‑term trend.

This year marks the 30th anniversary of the FAM Dividend Focus Fund, a milestone that reflects our commitment to consistency and long‑term thinking. For three decades, the Fund has focused on financially strong, dividend‑paying companies—businesses with the resilience to navigate uncertainty and the discipline to reward investors over time.

As we celebrate this anniversary, our approach remains unchanged: Invest in quality. Stay patient. Know what you own. It’s a steady, time‑tested path and one we believe continues to serve our investors well.

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Tom Putnam Named 2026 Capital Region Business Hall of Fame Inductee

Written by Rachel Crisafulli on . Posted in All News, Company Hightlights, Featured News & Insights.

Tom Putnam Named 2026 Capital Region Business Hall of Fame Inductee

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    Fenimore Asset Management, manager of the FAM Funds, is proud to share that our Founder and Executive Chairman, Tom Putnam, has been named a 2026 inductee into the Capital Region Business Hall of Fame. This prestigious honor, presented by Junior Achievement of Northeastern New York (JA NENY) and the Center for Economic Growth (CEG), recognizes leaders whose achievements and values have made a lasting impact on the Capital Region’s business community.

    Celebrating Tom’s Legacy of Leadership

    Tom founded Fenimore Asset Management in 1974 as a means to manage family money after his father sold Fenimore Fabrics, a textile company. His disciplined, quality‑focused investment philosophy — and success in the midst of a bear market — quickly attracted individuals, families, and nonprofits seeking a thoughtful and long‑term approach to wealth management. Fenimore welcomed its first institutional investor in 1976 and they remain with the firm, reflecting the enduring trust that Tom’s leadership has inspired.

    More than 50 years later, Fenimore manages more than $5 billion in assets (as of 12/31/2025) with investors in every state. Tom has been featured in The Wall Street Journal, Forbes, Kiplinger’s, Barron’s, Town & Country, Money, Fortune, SmartMoney, Newsweek, and Wall Street Week with Louis Rukeyser. He oversees the investment process and senior management’s execution of goals, ensures that the company’s mission and culture are sustained, guides board development, and serves as a mentor.

    Investing in the community is also one of Tom’s passions. His lifelong commitment to philanthropy is evident with both his hands‑on service and generous financial support for countless nonprofits. He emphasizes, “Our culture pushes us to use our energy, time, and talent to serve others and make life better for all — our investors, associates, and community.”

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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Tom will be inducted alongside two outstanding regional leaders:

  • Andrea Crisafulli, President, Crisafulli Bros.
  • C.J. DeCrescente, President, DeCrescente Distributing Company

We extend our warmest congratulations to Andrea and CJ — both exceptional leaders whose contributions strengthen our region.

About the 2026 Capital Region Business Hall of Fame Dinner

The 28th Annual Capital Region Business Hall of Fame Dinner and Induction Ceremony will take place on Thursday, May 28, 2026. Proceeds from the event support Junior Achievement’s mission to equip K–12 students with financial literacy, entrepreneurial thinking, and career readiness skills.

We are honored to celebrate Tom’s induction and grateful for the leadership, integrity, and vision he continues to bring to Fenimore and the broader community.

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FAM DIVIDEND FOCUS FUND MARKS 30 YEARS

Written by Makayla Tebano on . Posted in Company Hightlights, Featured News & Insights, Investment Insights, Uncategorized.

FAM DIVIDEND FOCUS FUND MARKS 30 YEARS

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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, is proud to celebrate the 30th Anniversary of the FAM Dividend Focus Fund (FAMEX).

    When Fenimore Founder Tom Putnam and Portfolio Manager Paul Hogan established the firm’s second mutual fund on April 1, 1996, they set out with a clear and disciplined objective: invest in quality mid‑cap companies with the potential to grow their dividends over time. The goal was straightforward—build a portfolio designed to provide resilience during periods of uncertainty while pursuing long‑term capital appreciation across full market cycles. Thirty years later, that philosophy remains firmly in place.

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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A Disciplined Approach Through Uncertainty
Over the past three decades, the FAM Dividend Focus Fund has navigated a wide range of market environments—including the dot‑com bubble, the Global Financial Crisis, the COVID‑era market disruption, and more recent periods marked by elevated speculation and heightened geopolitical risk.

Through it all, Fenimore has maintained a repeatable, research‑driven process, emphasizing companies with durable cash flows, strong balance sheets, and management teams positioned to navigate uncertainty and support growing dividends over time.

Continuity of Leadership
April 1 marks 30 years of Paul Hogan’s leadership of the FAM Dividend Focus Fund and 35 years with Fenimore—an uncommon level of continuity in an industry where the average manager tenure is approximately seven years.[1] In May 2020, he was joined by Portfolio Manager William Preston, who celebrates his 10th anniversary with the firm this year.

Looking Ahead
As the FAM Dividend Focus Fund enters its fourth decade, Fenimore remains committed to the principles that have guided the strategy since 1996: quality businesses, dividend growth, and disciplined long‑term stewardship.

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    “The FAM Dividend Focus Fund reflects Fenimore’s enduring commitment to investing in high‑quality businesses that can compound value over time,” said Mr. Hogan. “While markets and benchmarks evolve, our focus remains on owning companies we understand, with the financial strength to navigate uncertainty and reward long‑term investors.”

    “Periods of market speculation can be challenging for disciplined strategies,” added Mr. Preston. “But we believe consistency of process, quality of holdings, and a long‑term perspective remain essential to building durable investment outcomes over time.”

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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Founded in Cobleskill in 1974, Fenimore Asset Management is an independent, nationally recognized investment advisor with more than $5.06 billion in assets under management (as of 12/31/2025) through its Albany and Cobleskill offices. Fenimore offers both separately managed accounts and a family of mutual funds that can be used for retirement and other long-term investment planning. The firm’s team of professionals prides itself on investing in carefully selected quality businesses and providing its investors with highly personalized investment services.

Learn More

Download our brochure to read how the Fund was designed to help investors navigate changing conditions.

Dividends are not guaranteed and a company’s future ability to pay dividends may be limited. See the prospectus for additional important information.

All investing involves risk including the possible loss of principal. Before investing, carefully read the fund prospectus which includes investment objectives, risks, charges, expenses and other information about the fund. Please call us at 800-932-3271 and/or visiting www.fenimoreasset.com for a prospectus or summary prospectus. Securities offered through Fenimore Securities, Inc. Member FINRA, and advisory services offered through Fenimore Asset Management, Inc.

[1] “How Does Manager Tenure Impact Fund Performance?” YCharts May 2023, (https://get.ycharts.com/resources/blog/how-does-manager-tenure-impact-fund-performance/)

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Celebrating 100 Years of Proctors!

Written by Rachel Crisafulli on . Posted in All News, Community Spotlight, Company Hightlights, Featured News & Insights, Fenimore in the Community.

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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