• 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.
    • The median 5-year compound dividend growth rate for individual companies in the Dividend Focus Composite is 10.2% as of 12/31/2020.
    • 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: 2-4% initial position size; 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.

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.

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