FAM Funds OFFERINGS

  • INCEPTION: 1/2/87
  • INCEPTION: 4/1/96
  • INCEPTION: 3/1/12

Recognized for its staying power through bear markets, FAM Value Fund focuses on quality businesses with long-term growth potential.

FAM Dividend Focus Fund seeks to invest in quality companies that pay a growing dividend and have the potential for long-term capital appreciation.

FAM Small Cap Fund pursues quality, solidly profitable, and sustainable small-cap companies with long-term growth potential.

Holdings 
Across U.S. spectrum of stocks

Portfolio Managers 
John Fox, CFA | Since 2000
Drew Wilson, CFA | Since 2017
Marc Roberts, CFA | Since 2021
Thomas Putnam | Since 1987

  • INVESTOR SHARE CLASSFAMVX
  • INSTITUTIONAL SHARE CLASS: FAMWX

Holdings 
Primarily mid-cap U.S. stocks that pay dividends

Portfolio Managers 
Paul Hogan, CFA | Since 1996
William Preston, CFA | Since 2020
Thomas Putnam | Since 1996

  • INVESTOR SHARE CLASSFAMEX

Holdings 
Small-cap U.S. stocks

Portfolio Managers 
Andrew Boord | Since 2016
Kevin Gioia, CFA | Since 2019
Thomas Putnam | Since 2012

  • INVESTOR SHARE CLASSFAMFX
  • INSTITUTIONAL SHARE CLASS: FAMDX

FAM Funds are available for sale in all 50 U.S. states. They are not offered for sale and cannot be sold to investors outside the U.S. FAM Funds are offered by prospectus only. The prospectus contains more complete information on the Funds, including management fees and expenses. Please read the prospectus or summary prospectus carefully before you invest or send money.

Thomas O. Putnam founded Fenimore in 1974 with two passions: conduct in-depth, firsthand, independent investment research and serve investors with excellence and integrity. Today Fenimore Asset Management, manager of the FAM Funds, is nationally recognized, yet locally rooted and independently owned. Decades have passed, but our approach endures.

Securities offered through Fenimore Securities, Inc. Member FINRA/SIPC,
and advisory services offered through Fenimore Asset Management, Inc.

© Fenimore Asset Management. All Rights Reserved.