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.

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.

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.

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.

Meet our terrific team as featured in the Albany Business Review’s special section “Women In.”

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.

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.

The 2022 newsletter features our CEO’s Investment Insights, our President’s Message, IRA News, Team Highlights, Community Service, and more.

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.’

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.

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.

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.”

"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.

Liza Baran, Director of Shareholder Services, highlights service enhancements and reinforces the various ways you have direct access to our team.

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.

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.

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.”

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.

The Joshua Project does wonderful things feeding our neighbors throughout Schoharie County and Fenimore was thrilled to work in partnership with them to provide lunches and healthy snacks to individuals and families during this past summer.

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.

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 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.

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.

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.

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, 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.

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.

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.”

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.

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.

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.

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.

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.

The following table presents the year-to-date capital gains and income for each fund for 2021.

"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

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.

Tom Putnam, Fenimore’s Founder & Executive Chairman, discusses his leadership role on our team.

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 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!

Throughout the month of December and through many organizations, the Fenimore team participated in several opportunities to spread cheer in our community.

Fenimore associates kept the tradition alive of gathering at the Cobleskill Fairgrounds on the fourth Saturday in September.

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.”

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.

Liza Baran, Director of Shareholder Services, discusses key benefits of our service offerings and recent enhancements.

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.

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.

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.

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.

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.

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.

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.

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.”

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.

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.

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 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 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” 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: […]

TUESDAY October 13, 2020 12:00 – 1:00 p.m. EST

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.

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.

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.

The Joshua Project does wonderful things feeding our neighbors throughout Schoharie County and Fenimore was thrilled to work in partnership with them to provide lunches and healthy snacks to individuals and families during this past summer.

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.

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.”

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.

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.

Throughout the month of December and through many organizations, the Fenimore team participated in several opportunities to spread cheer in our community.

Fenimore associates kept the tradition alive of gathering at the Cobleskill Fairgrounds on the fourth Saturday in September.

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 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 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” 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: […]

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.

Meet our terrific team as featured in the Albany Business Review’s special section “Women In.”

The 2022 newsletter features our CEO’s Investment Insights, our President’s Message, IRA News, Team Highlights, Community Service, and more.

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.’

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.”

"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 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.

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 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.

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.

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, 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 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 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 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.”

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.

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.

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.”

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.

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 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 […]

TUESDAY October 13, 2020 12:00 – 1:00 p.m. EST

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.