Separately Managed Accounts
Institutions & Intermediaries
Solutions
Institutions engage with Fenimore to partner with an independent, risk-focused, dedicated asset management firm that thinks about investing differently. From our perspective on concentration to our definition of value, our approach is unique.
We have delivered fundamental research, bottom-up security selection, and concentrated portfolio management since 1974.
| EQUITY STRATEGIES | MUTUAL FUNDS | SEPARATELY MANAGED ACCOUNTS |
|---|---|---|
| Dividend Focus | ||
| Small Cap | ||
| Mid Cap | ||
| Value |
Dividend Focus
Fenimore Dividend Focus Equity SMA Composite
- Dividend Focus seeks to maximize total return through a combination of capital appreciation and dividend income.
- Unlike most dividend strategies that invest in large capitalization stocks, Dividend Focus primarily invests in quality mid-cap companies that pay growing dividends – not simply high current dividend yields.
- A growing dividend can be a good indicator of the health of a company and its potential for future success.
- Dividend Focus targets a long holding period, typically 5+ years, which allows stocks to compound, resulting in low turnover and a tax efficient strategy.*
* See Investment Management Agreement for additional important information.
Contains the views of Fenimore Asset Management.
Past performance does not indicate future results.
Small Cap
Fenimore Small Cap SMA Composite
- Relentless fundamental research focused on an investable universe of approximately 100 quality companies.
- Concentrated portfolio construction of typically 20 to 30 holdings.
- Extensive engagement of management and industry participants.
- Contrarian; we seek companies under a rock or under a cloud.
- Risk management guidelines: 2% to 4% initial position size and target max sector exposure of 2x benchmark.
- Aim to purchase profitable companies with a margin of safety and seek long-term growth.*
*See Investment Management Agreement for additional important information.
Contains the views of Fenimore Asset Management.
Midcap
Fenimore Midcap Equity SMA Composite
- Concentrated Midcap strategy with a focus on business quality first.
- Portfolio construction: 20 to 30 holdings.
- Risk-managed construction: Max sector exposure of 2x benchmark.
- Mid-caps offer a broad range of quality businesses defined by growing cash profits, high returns of capital, strong balance sheets and exceptional management.
- Good access to and engagement of management teams.
- Objective of purchasing with a Margin of Safety — allowing capital to compound at high rates of return.*
*See Investment Management Agreement for additional important information.
Contains the views of Fenimore Asset Management.