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Tag: Podcast

The Quest for Quality Small-Cap Stocks

THE QUEST FOR QUALITY
SMALL-CAP STOCKS

FAM Small Cap Fund Portfolio Managers Andrew Boord and Kevin Gioia chat with Senior Vice President Anne Putnam about Fenimore’s relentless quest for quality small-cap stocks. This pursuit began in 1974 and continues today.

Podcast Highlights Include:
  • Fenimore’s proprietary, in-depth, quality and margin-of-safety screens.
  • Our select, investable universe.
  • Interesting examples of the types of holdings we seek.
  • Fenimore’s actively managed approach to constructing a concentrated portfolio of small-cap equities.
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Financial Statements – Know the Numbers: Spotting Indicators Before Investing

Spotting Indicators Before Investing

Andrew Boord, Portfolio Manager of the FAM Small Cap Fund, discusses how he built a strong foundation for investment research while working with Howard Schilit, author of Financial Shenanigans. Fenimore Director of Sales, Bill McCartan, hosts this engaging conversation.

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The Wealth Effect

The Wealth Effect

Drew Wilson, Co-Manager of FAM Value Fund, discusses the “wealth effect” in an interview. The wealth effect is the notion that changes in consumer asset values (e.g. home, investment portfolio) affect a person’s confidence and willingness to spend.

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