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  • 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.