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All News
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Joe LeRoy Joins Fenimore Asset Management
Joe LeRoy, CFP®, has joined Fenimore Asset Management’s growing team as an Investor Relations professional. Joe works alongside investors sharing Fenimore’s distinctive and understandable investment approach and helping them achieve their long-term financial goals. -
Investor Update — June 2022
William Preston — Portfolio Manager, FAM Dividend Focus Fund — shares his thoughts on oil prices, inflation, and why we are still confident despite these turbulent times. -
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. -
Fenimore Asset Management Hires Hunter Frayne
Hunter Frayne joins Fenimore’s growing team as an Investment Research Associate. 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. -
Veterans & Community Housing Coalition, INC.
The Veterans & Community Housing Coalition, Inc assists and supports veterans in our 7 surrounding counties by providing temporary and permanent housing as well as a food pantry. These housing options include The Guardian House, which is the only supportive housing program for homeless female veterans in New York State. -
Helios Care Community Project
At Helios Care, employees and volunteers work towards “Making Life Easier for patients and families facing serious illness or end of life by providing choices, dignity and compassionate care.” -
Women in Finance – Thank you to the Albany Business Review
Thank you to the Albany Business Review for highlighting Deb Pollard, Anne Putnam and Liza Baran from our leadership team as they share their lessons in leadership, what drew them to the finance industry and their advice for others who want to set off in a similar direction. -
Food For Thought
The Regional Food Bank of Northeastern New York distributed more than 51 million pounds of food and grocery products in 2021 — the equivalent of 42 million meals — across 23 counties! The need is great … and growing. -
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. -
Research on The Road: Face-to-Face Meetings
After two years of limited travel, Fenimore’s analysts are back in full swing meeting with management teams in person. Discover what they’ve learned. -
FAM FUNDS 2021 YEAR-END DISTRIBUTIONS
The following table presents the year-to-date capital gains and income for each fund for 2021. -
2022 Stock Market Update
"I have been at Fenimore for 26 years and in every one of those years, but one, the market had a decline of 5% or more during the year. This is a normal part of stock investing.” — Fenimore’s CEO John Fox -
A Safe Place to Learn & Grow
Fenimore’s associates are grateful for our longtime partnership with the Boys & Girls Clubs of Schenectady. It’s an honor to support their life-changing work and help provide state-of-the-art spaces equipped with technologies designed to protect their children and teens. -
Listen. Engage. Mentor.
Tom Putnam, Fenimore’s Founder & Executive Chairman, discusses his leadership role on our team. -
Michael Weaver Joins Fenimore Asset Management
Michael Weaver joins the Fenimore team 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. -
Fenimore’s 2021 Year-End 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; and more! -
Season’s Greetings – Holiday Community Project Round-up
Throughout the month of December and through many organizations, the Fenimore team participated in several opportunities to spread cheer in our community. -
FAM 5K “DAY OF THANKS” 2021
Fenimore associates kept the tradition alive of gathering at the Cobleskill Fairgrounds on the fourth Saturday in September. -
Tom Putnam Discusses Succession Planning with the Albany Business Review
Tom Putnam shared his insights and changes to his role in the Albany Business Review article, “The next step in Fenimore’s succession plan, decades in the making.” -
Marc Roberts Named Portfolio Manager of Fenimore Mutual Fund
Mr. Roberts joins Chief Executive Officer John Fox and Portfolio Manager Drew Wilson in managing the FAM Value Fund. Fenimore’s Founder & Executive Chairman Tom Putnam has announced that he will transition away from his Portfolio Manager role in all three of the FAM Funds at the end of 2021 to concentrate fully on his role as Executive Chairman. -
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. -
Helping Those Who Help Others
The Fenimore team was excited to kickoff summer by planting flowers outside the Cobleskill Regional Hospital. We sincerely hope the beautiful flowers and bright colors serve as a welcome sight for patients, visitors, and our healthcare workers. -
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. -
Letter from Cobleskill – Autumn
Since the pandemics onset, we have taken two steps forward and one step back on several occasions. This is another one of those times. Corporate earnings for 2021’s first two quarters exceeded expectations and stock prices followed upward. -
Thinking Spring in Oneonta
The Fenimore team spent a rainy spring morning delivering 38 packages filled with birdfeeders, birdseed, umbrellas and thoughts of the warm weather to come to the residents at Springbrook NY. -
FAM Dividend Focus Fund: 6 Key Lessons Learned
As we celebrate 25 years of service to our shareholders, we’re pleased to provide an insight into 6 Key Lessons Learned along the way that have helped contribute to the Fund’s long-term success. -
Albany Business Review Features CEO John Fox
John Fox and his insights on investing were highlighted in the Albany Business Review’s article, “Fenimore CEO's 3 biggest lessons from the year since the pandemic stock market crash.” -
FAM Dividend Focus Fund Marks 25th Year
When Fenimore Founder Tom Putnam and Portfolio Manager Paul Hogan mapped out the investment strategy for the firm’s second mutual fund a quarter century ago, they focused on mid-cap companies with a history of paying growing dividends. -
Individual Retirement Accounts
We recommend that you review, and update as necessary, both your primary and contingent IRA beneficiaries annually. If your situation has changed, there may be unintended consequences from your beneficiary designations. -
President Debra Pollard: 2021 Hall of Fame Inductee
Fenimore’s headquarters is located near the National Baseball Hall of Fame in Cooperstown, NY. But who knew we’d have our own Hall of Famer right here? -
5th Annual Fenimore Talks Event
5th Annual Fenimore Talks Event 2020’s Market Crash: A Look Back It’s been one year since this historic plunge. How did we navigate the crash? Learn from Fenimore’s distinctive, stress-tested investment approach. Please join us as Fenimore’s CEO John Fox, President Debra Pollard, and Portfolio Managers Kevin Gioia and Will Preston discuss these topics with […] -
Good Medicine
GOOD MEDICINE At Fenimore, we’ve long found that community service is good for the soul — especially when you’re helping those who help others. A group of our team members recently donned their gardening gloves, grabbed their tools, and set out to beautify the grounds of Cobleskill Regional Hospital. It’s our way of saying thanks […] -
FAM 5K “Day of Thanks”
FAM 5K “Day of Thanks” Fenimore did not hold this year’s 27th Annual FAM 5K “Fund” Run/Walk, but we wanted to thank the five local charities the race supports. On September 25, our associates delivered gift baskets and checks to each organization as well as the local police and fire departments. The five charities are: […] -
Enhanced FAM Funds Shareholder Services
Our goal is to provide you with an exceptional service experience. To help us do so, we are pleased to announce that Ultimus Fund Solutions, LLC became the Co-Transfer Agent for FAM Funds effective September 14, 2020.
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In the Community
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Helios Care Community Project
At Helios Care, employees and volunteers work towards “Making Life Easier for patients and families facing serious illness or end of life by providing choices, dignity and compassionate care.” -
Food For Thought
The Regional Food Bank of Northeastern New York distributed more than 51 million pounds of food and grocery products in 2021 — the equivalent of 42 million meals — across 23 counties! The need is great … and growing. -
A Safe Place to Learn & Grow
Fenimore’s associates are grateful for our longtime partnership with the Boys & Girls Clubs of Schenectady. It’s an honor to support their life-changing work and help provide state-of-the-art spaces equipped with technologies designed to protect their children and teens. -
Season’s Greetings – Holiday Community Project Round-up
Throughout the month of December and through many organizations, the Fenimore team participated in several opportunities to spread cheer in our community. -
FAM 5K “DAY OF THANKS” 2021
Fenimore associates kept the tradition alive of gathering at the Cobleskill Fairgrounds on the fourth Saturday in September. -
Helping Those Who Help Others
The Fenimore team was excited to kickoff summer by planting flowers outside the Cobleskill Regional Hospital. We sincerely hope the beautiful flowers and bright colors serve as a welcome sight for patients, visitors, and our healthcare workers. -
Thinking Spring in Oneonta
The Fenimore team spent a rainy spring morning delivering 38 packages filled with birdfeeders, birdseed, umbrellas and thoughts of the warm weather to come to the residents at Springbrook NY. -
Good Medicine
GOOD MEDICINE At Fenimore, we’ve long found that community service is good for the soul — especially when you’re helping those who help others. A group of our team members recently donned their gardening gloves, grabbed their tools, and set out to beautify the grounds of Cobleskill Regional Hospital. It’s our way of saying thanks […] -
FAM 5K “Day of Thanks”
FAM 5K “Day of Thanks” Fenimore did not hold this year’s 27th Annual FAM 5K “Fund” Run/Walk, but we wanted to thank the five local charities the race supports. On September 25, our associates delivered gift baskets and checks to each organization as well as the local police and fire departments. The five charities are: […]
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Company Highlights
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Joe LeRoy Joins Fenimore Asset Management
Joe LeRoy, CFP®, has joined Fenimore Asset Management’s growing team as an Investor Relations professional. Joe works alongside investors sharing Fenimore’s distinctive and understandable investment approach and helping them achieve their long-term financial goals. -
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. -
Fenimore Asset Management Hires Hunter Frayne
Hunter Frayne joins Fenimore’s growing team as an Investment Research Associate. 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. -
Michael Weaver Joins Fenimore Asset Management
Michael Weaver joins the Fenimore team 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. -
Fenimore’s 2021 Year-End 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; and more! -
Tom Putnam Discusses Succession Planning with the Albany Business Review
Tom Putnam shared his insights and changes to his role in the Albany Business Review article, “The next step in Fenimore’s succession plan, decades in the making.” -
Marc Roberts Named Portfolio Manager of Fenimore Mutual Fund
Mr. Roberts joins Chief Executive Officer John Fox and Portfolio Manager Drew Wilson in managing the FAM Value Fund. Fenimore’s Founder & Executive Chairman Tom Putnam has announced that he will transition away from his Portfolio Manager role in all three of the FAM Funds at the end of 2021 to concentrate fully on his role as Executive Chairman. -
Helping Those Who Help Others
The Fenimore team was excited to kickoff summer by planting flowers outside the Cobleskill Regional Hospital. We sincerely hope the beautiful flowers and bright colors serve as a welcome sight for patients, visitors, and our healthcare workers. -
Albany Business Review Features CEO John Fox
John Fox and his insights on investing were highlighted in the Albany Business Review’s article, “Fenimore CEO's 3 biggest lessons from the year since the pandemic stock market crash.” -
FAM Dividend Focus Fund Marks 25th Year
When Fenimore Founder Tom Putnam and Portfolio Manager Paul Hogan mapped out the investment strategy for the firm’s second mutual fund a quarter century ago, they focused on mid-cap companies with a history of paying growing dividends. -
President Debra Pollard: 2021 Hall of Fame Inductee
Fenimore’s headquarters is located near the National Baseball Hall of Fame in Cooperstown, NY. But who knew we’d have our own Hall of Famer right here? -
5th Annual Fenimore Talks Event
5th Annual Fenimore Talks Event 2020’s Market Crash: A Look Back It’s been one year since this historic plunge. How did we navigate the crash? Learn from Fenimore’s distinctive, stress-tested investment approach. Please join us as Fenimore’s CEO John Fox, President Debra Pollard, and Portfolio Managers Kevin Gioia and Will Preston discuss these topics with […] -
Enhanced FAM Funds Shareholder Services
Our goal is to provide you with an exceptional service experience. To help us do so, we are pleased to announce that Ultimus Fund Solutions, LLC became the Co-Transfer Agent for FAM Funds effective September 14, 2020.
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