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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. -
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. -
Celebrating 50 Years in the Community with 5 Nonprofits
Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. -
FAM 5K “FUND” Run/Walk: Transforming Lives, Transforming Communities
This year’s FAM 5K “FUND” run/walk was more than just a race—it was a celebration of the power of community, health, and service. On race day, participants came together, united by a shared goal: to support the qualities that define our community—family, health, and a commitment to service. -
Letter From Cobleskill: Autumn 2024
We are pleased with the overall performance of our mutual funds so far this year and, more importantly, over the long term. Despite our positive view, your FAM Funds team understands that you may be apprehensive about the November election looming. The interest rate environment, fears of a recession, and artificial intelligence (AI) may also be on your mind. -
Fenimore in the Community: Supporting Double H Ranch’s Life-Changing Mission
Fenimore in the Community: Supporting Double H Ranch’s Life-Changing Mission At Fenimore, our commitment to community extends beyond the office. This summer, our associates proudly lent a helping hand at Double H Ranch – A SeriousFun Camp, a place that offers free, life-changing programs for children and families facing life-threatening illnesses. Our team spent two […] -
Investing In Community: A Celebration of Renewal and Teamwork
For the second year in a row, Fenimore proudly partnered with Siena College basketball teams to host a Court Rehab Dedication and Ice Cream Social. This year’s event took place at the newly renovated George Street basketball court in Green Island, New York. -
FENIMORE NAMES JUSTINE PHOENIX TO THE FAM FUNDS BOARD OF TRUSTEES
Fenimore 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. -
Richard Heim and Jonathan Moran Join Fenimore
Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, welcomes Richard Heim and Jonathan Moran to the firm’s growing team. -
FENIMORE CELEBRATES NEW ALBANY OFFICE ON WOLF ROAD AND 50TH ANNIVERSARY
Fenimore Asset Management held a ribbon cutting today to celebrate the company’s opening of its new Albany office at 142 Wolf Road. This is one of several celebrations as the firm marks 50 years of business this year. -
Serving With Love
Ronald McDonald House Charities of the Capital Region stands by families in their toughest moments and, at Fenimore, we're proud to stand by them. -
Letter From Cobleskill: Spring 2024
A sense of stability has returned to the investment world as it appears that inflation is abating and the economy is growing slowly. Our team views stability with optimism and the stock market, which is forward-looking, has responded accordingly. -
Investing at Market Highs
Will Preston, CFA®—Portfolio Manager, FAM Dividend Focus Fund—notes it's important to remember that the stock market regularly achieves all-time highs, and today's “peak” will inevitably be surpassed by a new market high in the future. -
ADIRONDACK CHAMBER INTERVIEWS ANNE PUTNAM, CEO
Anne Putnam, CEO, joins Amanda Blanton, Vice President, Marketing & Communications, at the Adirondack Regional Chamber of Commerce to discuss Fenimore’s 50th Anniversary, her new role and investing on the ‘I’m in with the ARCC’ radio show. -
Celebrating the Women of Fenimore
Meet our terrific team as featured in the Albany Business Review’s special section “Women In.” -
FAM Small Cap Portfolio Manager Talks Valuations
FAM Small Cap Fund Portfolio Manager, Andrew Boord, shares his thoughts on small cap valuations. -
Palmer Fargnoli Joins Fenimore as Regional Sales Director
“Palmer has a history of fostering trust and developing long-term relationships, so he fits our culture very well,” said Fenimore CEO Anne Putnam. “He is committed to helping our investors achieve their financial goals and is dedicated to community service.” -
Fenimore’s 2023 Year-End Newsletter
The annual newsletter features Investment Insights, our CEO’s Message, Investor Education & Planning, Four Generations of Investors, and more. -
John Fox, CIO, Joins Walter Thorne of the Albany Business Review for Albany Executive Insights
John Fox, CIO, joins Walter Thorne, Market President and Publisher of the Albany Business Review, to discuss Fenimore's investment approach. -
Investment Firm Appoints Second-Generation CEO to Build on Culture of Trust
You may have heard the saying that building wealth is a marathon, not a sprint. That it takes patience and time to see returns on your investments. That kind of advice is sound—compound interest takes time to really pay off; the earlier one starts investing in their future, the better. However, there’s often another barrier to investing that can make getting started tricky: trust. Who can you trust with your personal savings and to look out for your best interests, and how can you tell who is best equipped to manage your assets with your long-term goals in mind? -
Gary Dake Joins Fenimore’s Board
The leader of Stewart's Shops Corporation brings great business acumen and experience to Fenimore Asset Management. -
Part One: CEO Anne Putnam Discusses Fenimore’s 50th Anniversary and Key Elements with Walter Thorne – Albany Executive Insights
Anne Putnam, CEO, teams up with Walter Thorne, Market President and Publisher of the Albany Business Review, for Albany Executive Insights. In Part 1, Anne reveals her proudest moments as Fenimore approaches its 50th anniversary and the key elements that define Fenimore. -
Letter From Cobleskill: Autumn 2023
As we head into the fourth quarter, our research team continues to hit the road and phone to talk with the companies we own and those we’re considering buying — gathering insights into their businesses, fact-checking our instincts, and seeking to ensure that the investments we’re making on your behalf meet Fenimore’s stringent criteria. -
Fenimore Names Anne Putnam CEO
Second-generation leader brings deep relationship management experience and lifelong commitment to firm’s core values to new role. -
Discover Key Insights from the Jefferies Industrial Conference
Discover the key insights reshaping the industrial landscape in 2023, straight from the Fenimore team's participation at the recent Jefferies Industrial Conference. -
FAM Funds’ 37th Annual Investor Meeting
Fenimore Asset Management, manager of the FAM Funds, welcomes you to join us for the 37th Annual Investor Meeting on October 10, 2023. -
Investing in your future now can pay big dividends later. Choosing the right firm makes a difference.
If you were given the choice between taking $1 million today or a single penny that doubles every day for 30 days, which would you choose? If you were like most people, you would choose the $1 million and, in doing so, you would have missed an opportunity worth many millions more. Why? Because most of us have a hard time understanding just how powerful compounding is. It’s so powerful in fact, that the doubling penny turns into more than $5 million in 30 days. -
The Joshua Project Summer Lunch Program
The Joshua Project feeds our neighbors throughout Schoharie County and Fenimore was thrilled to work in partnership with them for the second time to provide lunches and healthy snacks to individuals and families during this past summer. -
Making a difference over the long-term
Fenimore joined forces with Siena College Men’s and Women’s Basketball teams and CAPTAIN Community Human Services to host a Court Rehab Dedication and Ice Cream Social at the newly renovated basketball court at Cheryl's Lodge in Clifton Park, New York. -
Makayla Tebano joins Fenimore as Vice President, Marketing
Fenimore has appointed Makayla Tebano to Vice President of Marketing. Makayla, a Capital Region native, leads the firm’s marketing and brand strategy. -
Fenimore Promotes Shaun Fagant
Fenimore has promoted Shaun Fagant to Regional Director. In his new role, Mr. Fagant will share Fenimore’s distinctive investment approach and solutions with individuals, families, nonprofits, small businesses, and other organizations. -
MID-YEAR INVESTOR UPDATE: Resiliency amidst signs of moderation.
Marc Roberts, CFA — Portfolio Manager, FAM Value Fund — shares what he’s heard on moderation and resiliency coming out of Q1 earnings results. -
City Mission of Schenectady – Transforming Lives One Meal at a Time
The Fenimore team and their families joined forces with the City Mission of Schenectady to serve a BBQ dinner to those in need in our community. -
Antonio Goodwyn Earns the Chartered Financial Analyst® (CFA®) Designation
Congratulations, Antonio Goodwyn, for earning the Chartered Financial Analyst® (CFA®) designation - one of the highest distinctions in the investment management profession! -
Junior Achievement Titan CEO Challenge Winners: Berne-Knox-Westerlo High School with Mentor, Christian Snyder
Congratulations to Christian Snyder and Berne-Knox-Westerlo high school for being the winning team in this year’s Junior Achievement Titan CEO Challenge. -
Letter From Cobleskill: Spring 2023
Warren Buffett once said, “What you really want to do in investments is figure out what’s important and knowable. If it’s unimportant or unknowable, you forget about it.” Discover what we think is “important and knowable.” -
Welcome Home to a Hero
For the second year in a row, the Fenimore team partnered with The Veterans & Community Housing Coalition to help make a house a home by providing 10 ‘Welcome Home to a Hero’ baskets for women veterans that are transitioning into permanent housing -
Firsthand Research: We Know Our Banks
A hallmark of our investment process is to personally know what we own, and the banks in which we invest are no different. Learn why we believe our banks are different from the banks in the headlines. -
Unsung Heroes
The Richmondville Volunteer Emergency Squad (RVES) provides emergency medical services to more than 2,600 residents in a rural Upstate New York county as well as to surrounding communities. While this rescue team is accustomed to saving others in danger, they recently had their own urgent situation. -
Investing in the Future
Fenimore associates participated in several different career and investment education events for students recently as part of our ongoing commitment to investing in future generations. -
Driven by results and a commitment to serve the community and clients, Fenimore is a trusted investment partner
Today’s market fluctuations, coupled with a cultural shift towards automation and DIY (do it yourself) servicing, have left many investors scratching their heads. Who can we trust? Of course, while automation may be fairly new, market moves that challenge investors are not. For example, today’s market is better off than in 1974, when a young, upstate New Yorker named Thomas O. Putnam was charged with investing his family’s assets after the sale of the family business. -
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.” -
Q4 Earnings Takeaway: Strategic Capital Allocation is Key
Capital allocation is one of the most important activities management teams do based on our experience of nearly 50 years. With excess free cash, leadership has five capital allocation choices. -
Adirondack Chamber Interviews Our CEO, John Fox
John Fox, CEO joins Amanda Blanton, Marketing Director at the Adirondack Regional Chamber of Commerce to discuss Fenimore, investing, and our community on the ‘I’m in with the ARCC’ radio show. -
Fenimore’s 2022 Year-End Newsletter
The 2022 newsletter features our CEO’s Investment Insights, our President’s Message, IRA News, Team Highlights, Community Service, and more. -
Christian Snyder & The Albany Business Review Leader Board
Christian Snyder, J.D., CFA®, President, was named in the Albany Business Review’s Leader Board series as one of the ‘54 Capital Region senior executives you should know’ on December 11th. This series features ‘well-known executives making career moves and those new to the region.’ -
Quality Investing: Its Impact During Down Markets
Fenimore Asset Management conducts firsthand research and seeks to invest in select, quality businesses. We believe it is our holdings’ collective quality characteristics that have helped our mutual funds typically outperform during down markets. -
An Investment Ride Through 2022…
As active, fundamental investors we are focused on what businesses are doing and how they can and will grow for the long term. Here are our thoughts on the current market climate and why we believe it’s more important than ever to remain focused on a long-term strategy. -
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.” -
William Wise Joins Fenimore
"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. -
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. -
Fenimore Leadership Transition
Fenimore Asset Management 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. -
Fenimore Day at Ellms Farm
Every fall since 2005, Ellms Family Farm opens its gates to welcome people from all over the Capital Region to their farm in Ballston Spa, NY. For many families, the combination of activities, pumpkins, and cider donuts make it a ‘must-do’ event. -
Letter From Cobleskill: Autumn 2022
As the leaves begin to change color in Upstate New York and the nights become chilly, my fall routine kicks into gear. The first thing I do is call my perennial firewood supplier to negotiate the price and place an order. After much friendly banter during our recent call, this hard-working entrepreneur said that there will be a large price increase in 2022. Higher labor, gasoline, truck and equipment maintenance, and overall operational costs give him no choice but to raise the price. This pattern is being repeated throughout our economy. -
FAM Funds’ 36th Annual Shareholder Meeting
New Location. New Format. Same Investment Philosophy. Please join us! Our investment research team will share insights from their company visits and meetings with management. -
27 Years & Running
Since 1994, Fenimore Asset Management has held its annual FAM 5K “Fund” Run/Walk each September (except during COVID-19). Preparations for this year’s race on September 24th are already in full swing and we caught up with Keith Cataldo, Director of Trading and Operations at Fenimore and the FAM 5k Team Captain to learn more about why he became the organizer of this race what that means to him. -
Fenimore Names Yolanda Caldwell to FAM Funds Board of Trustees
Fenimore announces that Yolanda Caldwell, Chief Diversity Officer at The College of Saint Rose and a business consultant, has joined FAM Funds’ Board of Independent Trustees. -
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. -
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. -
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. -
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.
In the Community
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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. -
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. -
Celebrating 50 Years in the Community with 5 Nonprofits
Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. -
FAM 5K “FUND” Run/Walk: Transforming Lives, Transforming Communities
This year’s FAM 5K “FUND” run/walk was more than just a race—it was a celebration of the power of community, health, and service. On race day, participants came together, united by a shared goal: to support the qualities that define our community—family, health, and a commitment to service. -
Fenimore in the Community: Supporting Double H Ranch’s Life-Changing Mission
Fenimore in the Community: Supporting Double H Ranch’s Life-Changing Mission At Fenimore, our commitment to community extends beyond the office. This summer, our associates proudly lent a helping hand at Double H Ranch – A SeriousFun Camp, a place that offers free, life-changing programs for children and families facing life-threatening illnesses. Our team spent two […] -
Investing In Community: A Celebration of Renewal and Teamwork
For the second year in a row, Fenimore proudly partnered with Siena College basketball teams to host a Court Rehab Dedication and Ice Cream Social. This year’s event took place at the newly renovated George Street basketball court in Green Island, New York. -
Serving With Love
Ronald McDonald House Charities of the Capital Region stands by families in their toughest moments and, at Fenimore, we're proud to stand by them. -
The Joshua Project Summer Lunch Program
The Joshua Project feeds our neighbors throughout Schoharie County and Fenimore was thrilled to work in partnership with them for the second time to provide lunches and healthy snacks to individuals and families during this past summer. -
Making a difference over the long-term
Fenimore joined forces with Siena College Men’s and Women’s Basketball teams and CAPTAIN Community Human Services to host a Court Rehab Dedication and Ice Cream Social at the newly renovated basketball court at Cheryl's Lodge in Clifton Park, New York. -
City Mission of Schenectady – Transforming Lives One Meal at a Time
The Fenimore team and their families joined forces with the City Mission of Schenectady to serve a BBQ dinner to those in need in our community. -
Junior Achievement Titan CEO Challenge Winners: Berne-Knox-Westerlo High School with Mentor, Christian Snyder
Congratulations to Christian Snyder and Berne-Knox-Westerlo high school for being the winning team in this year’s Junior Achievement Titan CEO Challenge. -
Welcome Home to a Hero
For the second year in a row, the Fenimore team partnered with The Veterans & Community Housing Coalition to help make a house a home by providing 10 ‘Welcome Home to a Hero’ baskets for women veterans that are transitioning into permanent housing -
Unsung Heroes
The Richmondville Volunteer Emergency Squad (RVES) provides emergency medical services to more than 2,600 residents in a rural Upstate New York county as well as to surrounding communities. While this rescue team is accustomed to saving others in danger, they recently had their own urgent situation. -
Investing in the Future
Fenimore associates participated in several different career and investment education events for students recently as part of our ongoing commitment to investing in future generations. -
Fenimore Day at Ellms Farm
Every fall since 2005, Ellms Family Farm opens its gates to welcome people from all over the Capital Region to their farm in Ballston Spa, NY. For many families, the combination of activities, pumpkins, and cider donuts make it a ‘must-do’ event. -
27 Years & Running
Since 1994, Fenimore Asset Management has held its annual FAM 5K “Fund” Run/Walk each September (except during COVID-19). Preparations for this year’s race on September 24th are already in full swing and we caught up with Keith Cataldo, Director of Trading and Operations at Fenimore and the FAM 5k Team Captain to learn more about why he became the organizer of this race what that means to him. -
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: […]
Company Highlights
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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. -
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. -
Celebrating 50 Years in the Community with 5 Nonprofits
Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. -
FENIMORE NAMES JUSTINE PHOENIX TO THE FAM FUNDS BOARD OF TRUSTEES
Fenimore 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. -
Richard Heim and Jonathan Moran Join Fenimore
Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, welcomes Richard Heim and Jonathan Moran to the firm’s growing team. -
FENIMORE CELEBRATES NEW ALBANY OFFICE ON WOLF ROAD AND 50TH ANNIVERSARY
Fenimore Asset Management held a ribbon cutting today to celebrate the company’s opening of its new Albany office at 142 Wolf Road. This is one of several celebrations as the firm marks 50 years of business this year. -
Celebrating the Women of Fenimore
Meet our terrific team as featured in the Albany Business Review’s special section “Women In.” -
Palmer Fargnoli Joins Fenimore as Regional Sales Director
“Palmer has a history of fostering trust and developing long-term relationships, so he fits our culture very well,” said Fenimore CEO Anne Putnam. “He is committed to helping our investors achieve their financial goals and is dedicated to community service.” -
Fenimore’s 2023 Year-End Newsletter
The annual newsletter features Investment Insights, our CEO’s Message, Investor Education & Planning, Four Generations of Investors, and more. -
Gary Dake Joins Fenimore’s Board
The leader of Stewart's Shops Corporation brings great business acumen and experience to Fenimore Asset Management. -
Fenimore Names Anne Putnam CEO
Second-generation leader brings deep relationship management experience and lifelong commitment to firm’s core values to new role. -
Discover Key Insights from the Jefferies Industrial Conference
Discover the key insights reshaping the industrial landscape in 2023, straight from the Fenimore team's participation at the recent Jefferies Industrial Conference. -
FAM Funds’ 37th Annual Investor Meeting
Fenimore Asset Management, manager of the FAM Funds, welcomes you to join us for the 37th Annual Investor Meeting on October 10, 2023. -
Makayla Tebano joins Fenimore as Vice President, Marketing
Fenimore has appointed Makayla Tebano to Vice President of Marketing. Makayla, a Capital Region native, leads the firm’s marketing and brand strategy. -
Fenimore Promotes Shaun Fagant
Fenimore has promoted Shaun Fagant to Regional Director. In his new role, Mr. Fagant will share Fenimore’s distinctive investment approach and solutions with individuals, families, nonprofits, small businesses, and other organizations. -
Antonio Goodwyn Earns the Chartered Financial Analyst® (CFA®) Designation
Congratulations, Antonio Goodwyn, for earning the Chartered Financial Analyst® (CFA®) designation - one of the highest distinctions in the investment management profession! -
Driven by results and a commitment to serve the community and clients, Fenimore is a trusted investment partner
Today’s market fluctuations, coupled with a cultural shift towards automation and DIY (do it yourself) servicing, have left many investors scratching their heads. Who can we trust? Of course, while automation may be fairly new, market moves that challenge investors are not. For example, today’s market is better off than in 1974, when a young, upstate New Yorker named Thomas O. Putnam was charged with investing his family’s assets after the sale of the family business. -
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.” -
Fenimore’s 2022 Year-End Newsletter
The 2022 newsletter features our CEO’s Investment Insights, our President’s Message, IRA News, Team Highlights, Community Service, and more. -
Christian Snyder & The Albany Business Review Leader Board
Christian Snyder, J.D., CFA®, President, was named in the Albany Business Review’s Leader Board series as one of the ‘54 Capital Region senior executives you should know’ on December 11th. This series features ‘well-known executives making career moves and those new to the region.’ -
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.” -
William Wise Joins Fenimore
"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. -
Fenimore Leadership Transition
Fenimore Asset Management 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. -
Fenimore Names Yolanda Caldwell to FAM Funds Board of Trustees
Fenimore announces that Yolanda Caldwell, Chief Diversity Officer at The College of Saint Rose and a business consultant, has joined FAM Funds’ Board of Independent Trustees. -
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. -
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. -
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.