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All
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Quality Investing Part 1: Fenimore Approach
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: discuss the current state of the market and economy after a volatile year and share the definition of quality as Fenimore uses it in equity research. -
Quality Investing Part 2: The Importance of Discipline
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: review Fenimore’s approach of using quality in active management to structure portfolios and help us understand what statistically reinforces investors need to be long-term focused and how to assist in managing emotion in a bear market. -
Quality Investing Part 3: Risk Analysis at FAM
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: define risk as it is considered at Fenimore and discuss Fenimore’s investment approach from initial screening through allocation as we seek select, quality businesses. -
Quality Investing Part 4: Statistic Results
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: define downside capture and explain a key measure of success and review the downside capture ratio as it relates to the FAM Funds. -
FAM Small Cap Fund Update
FAM Small Cap Fund Portfolio Manager Andrew Boord discusses the quality characteristics we seek in businesses, performance, and our new holdings. -
FAM Dividend Focus Fund Update
William Preston, Portfolio Manager of the FAM Dividend Focus Fund, presents the strategy’s distinctive features, performance, and portfolio activity. -
FAM Funds Shareholder Services Update
Liza Baran, Director of Shareholder Services, highlights service enhancements and reinforces the various ways you have direct access to our team. -
FAM Value Fund Update
Portfolio Manager Marc Roberts, FAM Value Fund, explains what makes Fenimore’s first mutual fund different and provides performance details. -
Saving for a Child’s College vs. Saving for Retirement
Kevin Smith, CFP®, Director of Fenimore’s Private Client Services, provides insights on this popular subject. -
Investing for What Matters Most
Are you building the wealth you’ll need for your desired retirement lifestyle? This video includes clear, actionable steps to help you gain financial confidence and invest for what’s ahead. -
Know Your Companies
Will Preston — Portfolio Manager, FAM Dividend Focus Fund — answers the question, “What gives Fenimore long-term confidence during short-term volatility?” -
Just a Minute with Fenimore: “Accessible”
We make sure that our investors have access to Fenimore’s entire team of professionals while encouraging frequent communications. This video is part of the “Just A Minute with Fenimore” series. -
Positive Long-Term Outlook – Quality of The Businesses We Own
As we continue the 10-Year Anniversary of the FAM Small Cap Fund, Andrew Boord, Portfolio Manager, discusses the long-term outlook for the fund. -
Research on the Road: Company Visits
Marc Roberts, Portfolio Manager, FAM Value Fund, explains why visiting companies, meeting with management, and discovering what’s new are an integral component of our distinctive investment research process. -
Quality Opportunities & Access to Management
As we celebrate the 10-Year Anniversary of the FAM Small Cap Fund, Kevin Gioia, Portfolio Manager, discusses why visiting companies and meeting with management are integral components of our research process at the companies where we choose to invest. -
Top 3 Takeaways: A Decade Later
As we celebrate the 10-Year Anniversary of the FAM Small Cap Fund, Andrew Boord, Portfolio Manager, discusses the top 3 takeaways from the past decade. -
Listen. Engage. Mentor.
Tom Putnam, Fenimore’s Founder & Executive Chairman, discusses his leadership role on our team. -
Talent & Teamwork
Founder & Executive Chairman Tom Putnam underscores why Fenimore’s team approach to the investment process is so important. -
Quality. Consistency. Access.
How does FAM Funds partner with its advisory clients? Senior Vice President Anne Putnam and Senior Director Bill McCartan share how we: (1) Service our investment advisors (2) Provide complementary equity solutions (3) Manage by conviction as a fundamental value investor. -
FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLANFenimore’s Founder & Executive Chairman Tom Putnam, CEO John Fox, and President Deb Pollard discuss why we’ve held an annual meeting since 1987, our long-term succession plan, and recent news. -
FAM VALUE FUND UPDATE
Marc Roberts, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story. -
FAM DIVIDEND FOCUS FUND UPDATE
Portfolio Manager William Preston, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding. -
FAM SMALL CAP FUND UPDATE
FAM Small Cap Fund Portfolio Manager Kevin Gioia provides a strategy overview, performance update, and stock story. -
FAM FUNDS SHAREHOLDER SERVICES UPDATE
Liza Baran, Director of Shareholder Services, discusses key benefits of our service offerings and recent enhancements. -
Just a Minute with Fenimore: “Quality”
Whether it’s the investments we choose or the service we provide, quality is one of Fenimore’s key principles — Guided by Quality. Invested Together. This piece is part of the “Just A Minute with Fenimore” video series. -
Just a Minute with Fenimore: “Fixed for Retirement”
Discover: Fenimore’s goals for fixed income investing; what makes our research process distinctive; how we strive to mitigate risk; and how we partner with investors. This video is part of the “Just A Minute with Fenimore” series. -
What is a Roth Conversion?
Investor Education SeriesIn this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion. If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271. -
The Quest for Quality Small-Cap Stocks
FAM Small Cap Fund Portfolio Managers Andrew Boord and Kevin Gioia chat with Senior Vice President Anne Putnam about Fenimore’s relentless quest for quality small-cap stocks. This pursuit began in 1974 and continues today. -
Just a Minute with Fenimore: “Trust”
Fenimore’s team strives to serve with excellence and integrity every day. Earning and maintaining our investors’ trust is what matters most. This segment is part of the “Just A Minute with Fenimore” video series. -
Roth Conversions
Investor Education SeriesIn this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth. -
Where We Were. Where We Are.
Fenimore CEO & CIO John Fox discusses where we were a year ago and where we are today. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Meeting with Management Virtually
FAM Dividend Focus Fund Portfolio Manager William Preston discusses virtual meetings with the leaders of our holdings and their effectiveness. This video is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Outlook for Small-Cap Stocks
Fenimore’s Kevin Gioia, Portfolio Manager of the FAM Small Cap Fund, shares his views on small-cap stocks. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Valuation Matters in the Long Run
Valuation always matters over the long term explains Fenimore’s CEO & CIO John Fox. This excerpt is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Financial Statements – Know the Numbers: Spotting Indicators Before Investing
Andrew Boord, Portfolio Manager of the FAM Small Cap Fund, discusses how he built a strong foundation for investment research while working with Howard Schilit, author of Financial Shenanigans. Fenimore Director of Sales, Bill McCartan, hosts this engaging conversation. -
The Wealth Effect
Drew Wilson, Co-Manager of FAM Value Fund, discusses the “wealth effect” in an interview. The wealth effect is the notion that changes in consumer asset values (e.g. home, investment portfolio) affect a person’s confidence and willingness to spend. -
Inside FAM Dividend Focus Fund
Paul Hogan, Co-Manager of the FAM Dividend Focus Fund (FAMEX), explains the investment philosophy behind the fund — a philosophy that led Barron’s to call Paul the fund manager that “has beaten 99% of his peers” over the past half-decade (12/4/19). -
Stress Testing Banks
Fenimore Small Cap Strategy Portfolio Manager Andrew Boord discusses how our team’s hands-on management drives our ability to “stress test” banks during COVID-19 and evaluate their place in our portfolio. This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany. -
Enduring, Quality Businesses
Fenimore CEO & CIO John Fox says no one can predict the future, that’s why it’s imperative to “own businesses that can do well no matter the environment.” This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany. -
FAM Funds’ Annual Shareholder Informational Meeting
“Resilience” was the theme of 2020’s meeting held in mid-October. Highlights include... -
Prepared for the Unexpected
Tom Putnam, Founder & Executive Chairman, discusses how Fenimore’s focus on quality businesses, stress-tested investment process, and professionals prepared us for the pandemic.
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Videos
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Quality Investing Part 1: Fenimore Approach
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: discuss the current state of the market and economy after a volatile year and share the definition of quality as Fenimore uses it in equity research. -
Quality Investing Part 2: The Importance of Discipline
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: review Fenimore’s approach of using quality in active management to structure portfolios and help us understand what statistically reinforces investors need to be long-term focused and how to assist in managing emotion in a bear market. -
Quality Investing Part 3: Risk Analysis at FAM
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: define risk as it is considered at Fenimore and discuss Fenimore’s investment approach from initial screening through allocation as we seek select, quality businesses. -
Quality Investing Part 4: Statistic Results
As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President: define downside capture and explain a key measure of success and review the downside capture ratio as it relates to the FAM Funds. -
FAM Small Cap Fund Update
FAM Small Cap Fund Portfolio Manager Andrew Boord discusses the quality characteristics we seek in businesses, performance, and our new holdings. -
FAM Dividend Focus Fund Update
William Preston, Portfolio Manager of the FAM Dividend Focus Fund, presents the strategy’s distinctive features, performance, and portfolio activity. -
FAM Funds Shareholder Services Update
Liza Baran, Director of Shareholder Services, highlights service enhancements and reinforces the various ways you have direct access to our team. -
FAM Value Fund Update
Portfolio Manager Marc Roberts, FAM Value Fund, explains what makes Fenimore’s first mutual fund different and provides performance details. -
Saving for a Child’s College vs. Saving for Retirement
Kevin Smith, CFP®, Director of Fenimore’s Private Client Services, provides insights on this popular subject. -
Investing for What Matters Most
Are you building the wealth you’ll need for your desired retirement lifestyle? This video includes clear, actionable steps to help you gain financial confidence and invest for what’s ahead. -
Know Your Companies
Will Preston — Portfolio Manager, FAM Dividend Focus Fund — answers the question, “What gives Fenimore long-term confidence during short-term volatility?” -
Just a Minute with Fenimore: “Accessible”
We make sure that our investors have access to Fenimore’s entire team of professionals while encouraging frequent communications. This video is part of the “Just A Minute with Fenimore” series. -
Positive Long-Term Outlook – Quality of The Businesses We Own
As we continue the 10-Year Anniversary of the FAM Small Cap Fund, Andrew Boord, Portfolio Manager, discusses the long-term outlook for the fund. -
Research on the Road: Company Visits
Marc Roberts, Portfolio Manager, FAM Value Fund, explains why visiting companies, meeting with management, and discovering what’s new are an integral component of our distinctive investment research process. -
Quality Opportunities & Access to Management
As we celebrate the 10-Year Anniversary of the FAM Small Cap Fund, Kevin Gioia, Portfolio Manager, discusses why visiting companies and meeting with management are integral components of our research process at the companies where we choose to invest. -
Top 3 Takeaways: A Decade Later
As we celebrate the 10-Year Anniversary of the FAM Small Cap Fund, Andrew Boord, Portfolio Manager, discusses the top 3 takeaways from the past decade. -
Listen. Engage. Mentor.
Tom Putnam, Fenimore’s Founder & Executive Chairman, discusses his leadership role on our team. -
Talent & Teamwork
Founder & Executive Chairman Tom Putnam underscores why Fenimore’s team approach to the investment process is so important. -
Quality. Consistency. Access.
How does FAM Funds partner with its advisory clients? Senior Vice President Anne Putnam and Senior Director Bill McCartan share how we: (1) Service our investment advisors (2) Provide complementary equity solutions (3) Manage by conviction as a fundamental value investor. -
FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLANFenimore’s Founder & Executive Chairman Tom Putnam, CEO John Fox, and President Deb Pollard discuss why we’ve held an annual meeting since 1987, our long-term succession plan, and recent news. -
FAM VALUE FUND UPDATE
Marc Roberts, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story. -
FAM DIVIDEND FOCUS FUND UPDATE
Portfolio Manager William Preston, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding. -
FAM SMALL CAP FUND UPDATE
FAM Small Cap Fund Portfolio Manager Kevin Gioia provides a strategy overview, performance update, and stock story. -
FAM FUNDS SHAREHOLDER SERVICES UPDATE
Liza Baran, Director of Shareholder Services, discusses key benefits of our service offerings and recent enhancements. -
Just a Minute with Fenimore: “Quality”
Whether it’s the investments we choose or the service we provide, quality is one of Fenimore’s key principles — Guided by Quality. Invested Together. This piece is part of the “Just A Minute with Fenimore” video series. -
Just a Minute with Fenimore: “Fixed for Retirement”
Discover: Fenimore’s goals for fixed income investing; what makes our research process distinctive; how we strive to mitigate risk; and how we partner with investors. This video is part of the “Just A Minute with Fenimore” series. -
What is a Roth Conversion?
Investor Education SeriesIn this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion. If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271. -
Just a Minute with Fenimore: “Trust”
Fenimore’s team strives to serve with excellence and integrity every day. Earning and maintaining our investors’ trust is what matters most. This segment is part of the “Just A Minute with Fenimore” video series. -
Roth Conversions
Investor Education SeriesIn this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth. -
Where We Were. Where We Are.
Fenimore CEO & CIO John Fox discusses where we were a year ago and where we are today. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Meeting with Management Virtually
FAM Dividend Focus Fund Portfolio Manager William Preston discusses virtual meetings with the leaders of our holdings and their effectiveness. This video is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Outlook for Small-Cap Stocks
Fenimore’s Kevin Gioia, Portfolio Manager of the FAM Small Cap Fund, shares his views on small-cap stocks. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Valuation Matters in the Long Run
Valuation always matters over the long term explains Fenimore’s CEO & CIO John Fox. This excerpt is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021. -
Inside FAM Dividend Focus Fund
Paul Hogan, Co-Manager of the FAM Dividend Focus Fund (FAMEX), explains the investment philosophy behind the fund — a philosophy that led Barron’s to call Paul the fund manager that “has beaten 99% of his peers” over the past half-decade (12/4/19). -
Stress Testing Banks
Fenimore Small Cap Strategy Portfolio Manager Andrew Boord discusses how our team’s hands-on management drives our ability to “stress test” banks during COVID-19 and evaluate their place in our portfolio. This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany. -
Enduring, Quality Businesses
Fenimore CEO & CIO John Fox says no one can predict the future, that’s why it’s imperative to “own businesses that can do well no matter the environment.” This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany. -
FAM Funds’ Annual Shareholder Informational Meeting
“Resilience” was the theme of 2020’s meeting held in mid-October. Highlights include... -
Prepared for the Unexpected
Tom Putnam, Founder & Executive Chairman, discusses how Fenimore’s focus on quality businesses, stress-tested investment process, and professionals prepared us for the pandemic.
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Podcasts
-
The Quest for Quality Small-Cap Stocks
FAM Small Cap Fund Portfolio Managers Andrew Boord and Kevin Gioia chat with Senior Vice President Anne Putnam about Fenimore’s relentless quest for quality small-cap stocks. This pursuit began in 1974 and continues today. -
Financial Statements – Know the Numbers: Spotting Indicators Before Investing
Andrew Boord, Portfolio Manager of the FAM Small Cap Fund, discusses how he built a strong foundation for investment research while working with Howard Schilit, author of Financial Shenanigans. Fenimore Director of Sales, Bill McCartan, hosts this engaging conversation. -
The Wealth Effect
Drew Wilson, Co-Manager of FAM Value Fund, discusses the “wealth effect” in an interview. The wealth effect is the notion that changes in consumer asset values (e.g. home, investment portfolio) affect a person’s confidence and willingness to spend.
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