Investment Insights: Fenimore’s Latest White Paper
William Preston, Portfolio Manager of the FAM Dividend Focus Fund, discusses how Fenimore’s mutual funds have performed in down markets over the decades and analyzes their quality characteristics.
- Achieving long-term investment goals usually depends on staying invested during down markets and having an established risk management process.
- The downside capture ratio of Fenimore’s three equity mutual funds helps quantify the benefits of our risk management approach.
- 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.