FAM Small Cap Fund: WSJ Category King – Once Again

FAM Small Cap Fund: WSJ Category King – Once Again

The FAM Small Cap Fund was recognized as a “Category King” in The Wall Street Journal* for the second consecutive month.

“It’s an honor to be recognized again; however, the credit is owed to our team and Fenimore’s market-tested investment approach that has been refined over the past 48 years,” said Kevin Gioia, Portfolio Manager of the FAM Small Cap Fund. “We look forward to continuing to serve our shareholders as we seek to invest in what we believe are quality businesses that can produce strong returns over time.”

FAM SMALL CAP FUND DETAILS

THE QUEST FOR QUALITY SMALL CAP STOCKS

Kevin Gioia

*The FAM Small Cap Fund (Investor Class Shares) was listed in the “Small-Cap Growth” category. “Category Kings in 16 Realms” selection criteria: “Top-performing funds in each category, ranked by year-to-date total returns (changes in net asset values with reinvested distributions) as of Oct. 31; assets are as of Sept. 30. All data are final.” Oct., year-to-date, 1-year, and 5-year performance are shown in the listing. The FAM Small Cap Fund is listed as number three in this year-to-date ranking out of 740 funds.  

Securities offered through Fenimore Securities, Inc. Member FINRA/SIPC, and advisory services offered through Fenimore Asset Management, Inc.


Past performance is not indicative of future results. All investing involves risk including the possible loss of principal. Before investing, carefully read the fund’s investment objectives, risks, charges and expenses. FAM Funds’ prospectus or summary prospectus contains this and other important information about FAM Funds and should be read carefully before you invest or send money.

To obtain a prospectus or summary prospectus and performance data that is current to the most recent month-end for each fund as well as other information, please go to fenimoreasset.com or call (800) 932-3271.

The principal risks of investing in the fund are: stock market risk (stocks fluctuate in response to the activities of individual companies and to general stock market and economic conditions), stock selection risk (Fenimore utilizes a value approach to stock selection and there is risk that the stocks selected may not realize their intrinsic value, or their price may go down over time), and small-cap risk (prices of small-cap companies can fluctuate more than the stocks of larger companies and may not correspond to changes in the stock market in general).

Neither this presentation nor any of its contents may be distributed or used for any other purpose without the prior written consent of Fenimore. The description of certain aspects of the market herein is a condensed summary only. This summary does not purport to be complete and no obligation to update or otherwise revise such information is being assumed. These materials are provided for informational purposes only and are not otherwise intended as an offer to sell, or the solicitation of an offer to purchase, any security or other financial instrument. This summary is not advice, a recommendation or an offer to enter into any transaction with Fenimore or any of their affiliated funds. This presentation may contain statements based on the current beliefs and expectations of Fenimore’s management and are subject to significant risks and uncertainties. Actual results may differ from those set forth in the forward-looking statements. Any references herein to any of Fenimore’s past or present investments, portfolio characteristics, or performance, have been provided for illustrative purposes only. It should not be assumed that these investments were or will be profitable or that any future investments will be profitable or will equal the performance of these investments. There can be no guarantee that the investment objectives of Fenimore will be achieved. Any investment entails a risk of loss. Unless otherwise noted, information included herein is presented as of the date indicated on the cover page and may change at any time without notice.

Securities offered through Fenimore Securities, Inc. Member FINRA/SIPC, and advisory services offered through Fenimore Asset Management, Inc.

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William Wise Joins Fenimore

William Wise Joins Fenimore

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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, has hired William “Billy” Wise as Director, a role in which he will educate and inform financial professionals regarding Fenimore’s investment products.

    “With 16 years of experience working closely with financial advisors across the country, Billy will be a key contributor to Fenimore’s third-party distribution and service team,” said Fenimore Senior Vice President Anne Putnam. “Billy excels at helping advisors identify pathways to their clients’ financial goals. His commitment to building long-term, trusting relationships exemplifies the Fenimore approach to service excellence.”

  • Billy Wise

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Prior to joining Fenimore, Mr. Wise held national leadership positions with Tandem Wealth Advisors of Phoenix, AZ, and Beaumont Capital Management of Needham, MA. He also served as a retirement income specialist with John Hancock Investments. He is a Chartered Retirement Planning Counselor (CRPC®), an Accredited Investment Fiduciary (AIF®), and a Certified 401(k) Plan Administrator. Mr. Wise holds a bachelor’s degree in political science from Trinity College in Hartford, CT.

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $3.6 billion in assets under management (as of 9/30/2022) through its Cobleskill and Albany offices. 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. The firm’s team focuses on in-depth research, investing in carefully selected quality businesses, and providing its investors with highly personalized investment services.

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Fenimore Leadership Transition

Fenimore Leadership Transition

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    Fenimore Asset Management Names Christian Snyder as President, Succeeding Retiring Debra Pollard.

    Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, announces the appointment of Christian Snyder, J.D., CFA®, as President. He succeeds Debra Pollard who is retiring from Fenimore at the end of 2022 after a tenure of more than 30 years, the last six as President.

    Ms. Pollard will leave after incomparable service to our investors, associates, and community. Mr. Snyder will work closely with Fenimore Founder and Executive Chairman Tom Putnam, Chief Executive Officer John Fox, and the management team to guide the 48-year-old firm into the future.

  • Christian Snyder

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“Fenimore prides itself on attracting and retaining associates who share our strong values, distinctive investment philosophy, and dedication to service excellence. Deb and Christian exemplify these traits,” said CEO John Fox.

“Deb’s contributions to our firm are great and enduring. She is a dear friend and we wish her all the best as she moves into a new phase of life!”

“Christian has nearly two decades of experience in the financial services industry along with a solid track record of leadership and integrity. We are excited to have him on the team and look forward to working together to further our mission of preserving and growing our investors’ capital over the long term.”

Mr. Snyder, a Chartered Financial Analyst (CFA®), joins Fenimore after five years as Chief Operating Officer of the Wealth Strategies Group at Goldman Sachs Ayco Personal Financial Management. Prior to that, he served three years as Associate Counsel and then Deputy General Counsel for the company. Mr. Snyder holds a Juris Doctor from Suffolk University Law School and bachelor’s degree in mathematical economics from Colgate University. He and his family reside in Saratoga Springs, NY.

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $3.6 billion in assets under management (as of 9/30/2022) through its Cobleskill and Albany offices. 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. The firm’s team focuses on in-depth research, investing in carefully selected quality businesses, and providing its investors with highly personalized investment services.

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WSJ Category King – FAM Small Cap Fund

WSJ Category King – FAM Small Cap Fund

The FAM Small Cap Fund was just recognized as a “Category King” in The Wall Street Journal.*

“We are proud to receive this recognition,” said Andrew Boord, Portfolio Manager of the FAM Small Cap Fund. “At the same time, we don’t focus on categories or consider the portfolio to be a growth fund. Our focus is on researching and owning what we believe are quality companies that can grow and produce attractive returns over the long term.”

Learn more about the FAM Small Cap Fund

FAM SMALL CAP FUND DETAILS

THE QUEST FOR QUALITY SMALL CAP STOCKS

Andrew Boord

*The FAM Small Cap Fund (Investor Class Shares) was listed in the “Small-Cap Growth” category. “Category Kings in 9 Realms” selection criteria: “Top-performing funds in each category, ranked by one-year total returns (changes in net asset values with reinvested distributions) as of Sept. 30; assets are as of Aug. 31. All data are final.” Year-to-date, 1-year, 5-year, and 10-year performance are also shown in the listing. The FAM Small Cap Fund is listed as number five on this one-year ranking out of 729 funds.  


Past performance is not indicative of future results. All investing involves risk including the possible loss of principal. Before investing, carefully read the fund’s investment objectives, risks, charges and expenses. FAM Funds’ prospectus or summary prospectus contains this and other important information about FAM Funds and should be read carefully before you invest or send money.

To obtain a prospectus or summary prospectus and performance data that is current to the most recent month-end for each fund as well as other information, please go to fenimoreasset.com or call (800) 932-3271.

The principal risks of investing in the fund are: stock market risk (stocks fluctuate in response to the activities of individual companies and to general stock market and economic conditions), stock selection risk (Fenimore utilizes a value approach to stock selection and there is risk that the stocks selected may not realize their intrinsic value, or their price may go down over time), and small-cap risk (prices of small-cap companies can fluctuate more than the stocks of larger companies and may not correspond to changes in the stock market in general).

Neither this presentation nor any of its contents may be distributed or used for any other purpose without the prior written consent of Fenimore. The description of certain aspects of the market herein is a condensed summary only. This summary does not purport to be complete and no obligation to update or otherwise revise such information is being assumed. These materials are provided for informational purposes only and are not otherwise intended as an offer to sell, or the solicitation of an offer to purchase, any security or other financial instrument. This summary is not advice, a recommendation or an offer to enter into any transaction with Fenimore or any of their affiliated funds. This presentation may contain statements based on the current beliefs and expectations of Fenimore’s management and are subject to significant risks and uncertainties. Actual results may differ from those set forth in the forward-looking statements. Any references herein to any of Fenimore’s past or present investments, portfolio characteristics, or performance, have been provided for illustrative purposes only. It should not be assumed that these investments were or will be profitable or that any future investments will be profitable or will equal the performance of these investments. There can be no guarantee that the investment objectives of Fenimore will be achieved. Any investment entails a risk of loss. Unless otherwise noted, information included herein is presented as of the date indicated on the cover page and may change at any time without notice.

Securities offered through Fenimore Securities, Inc. Member FINRA/SIPC, and advisory services offered through Fenimore Asset Management, Inc.

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Fenimore Names Yolanda Caldwell to FAM Funds Board of Trustees

Fenimore Names Yolanda Caldwell to 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 Yolanda P. Caldwell, Chief Diversity Officer at The College of Saint Rose and a business consultant, has joined FAM Funds’ Board of Independent Trustees.

    In her role at Saint Rose, Ms. Caldwell oversees the development of goals, strategies, and performance measures for inclusion and culture change. She also serves as director of The Women’s Leadership Institute and BOLD Women’s Leadership Network at the college.

    Additionally, Ms. Caldwell is owner and senior strategist at Titus Enterprises, LLC, an Albany-based business consulting and event management firm she founded in 2002.

  • Yolanda Caldwell

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Prior to Saint Rose, Ms. Caldwell served as associate director of The Research Foundation for the State University of New York and in a number of leadership roles with Prudential Insurance Company of America and at Seton Hall University.

“Yolanda is a results-oriented executive with extensive experience serving on and working with corporate and not-for-profit boards, and providing consulting services to small businesses and community organizations,” said Tom Putnam, Founder and Executive Chairman of Fenimore Asset Management. “Her business acumen and skills should benefit our FAM Funds shareholders over the long term.”

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $4.03 billion in assets under management (as of July 31, 2022) through its Cobleskill and Albany offices. 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. The firm’s team focuses on investing in carefully selected quality businesses and providing its investors with highly personalized investment services.

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Celebrating Shannon Almy

Celebrating Shannon Almy

We applaud Shannon for receiving the “Georgia Van Dyke Award” from the Schoharie County Chamber of Commerce! She was recognized for generously dedicating her time and talent to the chamber and community over many years. It is no surprise to her Fenimore teammates that Shannon’s strong personal character was also a factor that the judges considered.

Congratulations Shannon!

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Fenimore Asset Management Hires Hunter Frayne

Fenimore Asset Management Hires Hunter Frayne

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    Fenimore Asset Management, an independent, Capital Region-based investment management firm and manager of the FAM Funds family of mutual funds, has hired Hunter Frayne as an Investment Research Associate for its expanding team.

    Mr. Frayne conducts firsthand, in-depth, company research adhering to Fenimore’s distinctive, time-tested investment approach. He graduated with honors from the University of Connecticut with a double major in Economics and Philosophy. While attending UConn, Mr. Frayne interned at Pitch Gauge, IBM, Gutenberg Research, and The Hanover Insurance Group.

    “We are very pleased to have Hunter on our team,” said Fenimore CEO John Fox. “His talent, character, and dedication to our investment process should benefit our investors for many years.”

  • Hunter Frayne

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Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $4.2 billion in assets under management (as of March 31, 2022) through its Cobleskill and Albany offices. 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. The firm’s team of professionals prides itself on investing in carefully selected quality businesses and providing its investors with highly personalized investment services.

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Joe LeRoy Joins Fenimore Asset Management

Joe LeRoy Joins Fenimore Asset Management

Joe LeRoy, CFP®, has joined Fenimore Asset Management’s growing team as an Investor Relations professional. Fenimore is an independent, Capital Region-based investment management firm and manager of the FAM Funds family of mutual funds.

Mr. LeRoy works alongside investors sharing Fenimore’s distinctive and understandable investment approach and helping them achieve their long-term financial goals. Previously, he was Vice President of Workplace Solutions at Goldman Sachs Ayco Personal Financial Management leading business development for financial wellness services to Fortune 500 clients. Mr. LeRoy has more than 18 years of financial services experience, holds the CFP® (CERTIFIED FINANCIAL PLANNERTM) designation, and earned his bachelor’s degree in Economics and Government from Saint Lawrence University.

“Joe’s knowledge, experience, and commitment to service and building relationships will benefit our investors,” said Liza Baran, Director of Shareholder Services. “He is an excellent and valued addition to our team.”

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $4.2 billion in assets under management (as of March 31, 2022) through its Cobleskill and Albany offices. 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. The firm’s team focuses on investing in carefully selected quality businesses and providing its investors with highly personalized investment services.

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Joe LeRoy, CFP®


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Michael Weaver Joins Fenimore Asset Management

Michael Weaver Joins Fenimore Asset Management

Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, has hired Michael Weaver as a Business Development Specialist on its sales team.

Mr. Weaver is responsible for the firm’s customer relationship management system and optimizing data and reporting procedures while providing other sales team support. He earned his bachelor’s degree in economics from Siena College in 2021, with minors in both business and data science.

“Michael’s combined knowledge of economics and business with technology make him a valued and versatile addition to our team,” said Fenimore Senior Vice President Anne Putnam. “At Fenimore, we work to build strong relationships with our investors and intermediaries so that we understand their goals and provide appropriate solutions. Michael will play an integral role in that relationship building going forward.”

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $4.6 billion in assets under management (as of December 31, 2021) through its Cobleskill and Albany offices. Fenimore offers both customized 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.

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Michael Weaver


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Fenimore’s 2021 Year-End Newsletter

Fenimore’s 2021 Year-End Newsletter

View Newsletter

Fenimore Asset Management’s 2021 newsletter features:

  • Investment Insights from CEO John Fox: “You don’t have to know the future, but you do have to know your companies.”
  • President Deb Pollard’s message on Fenimore’s commitment to delivering useful investment knowledge to you when and where you want it.
  • Founder & Executive Chairman Tom Putnam’s article that explains the next step in Fenimore’s carefully designed evolution.
  • Year-end details on charitable gifts and IRA contributions.
  • All the latest on how the Fenimore team is growing for you — in numbers and service capabilities.
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Thomas O. Putnam founded Fenimore in 1974 with two passions: conduct in-depth, firsthand, independent investment research and serve investors with excellence and integrity. Today Fenimore Asset Management, manager of the FAM Funds, is nationally recognized, yet locally rooted and independently owned. Decades have passed, but our approach endures.

Securities offered through Fenimore Securities, Inc. Member FINRA/SIPC,
and advisory services offered through Fenimore Asset Management, Inc.

© Fenimore Asset Management. All Rights Reserved.