Tag: Video

QUALITY INVESTING PART 1: FENIMORE APPROACH

As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:

• Discuss the current state of the market and economy after a volatile year
• Share the definition of quality as Fenimore uses it in equity research

Quality Investing Part 2: The Importance of Discipline

As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:

• Review Fenimore’s approach of using quality in active management to structure portfolios
• Help us understand what statistically reinforces investors need to be long-term focused and how to assist in managing emotion in a bear market

Quality Investing Part 3: Risk Analysis at FAM

As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:

• Define risk as it is considered at Fenimore
• Discuss Fenimore’s investment approach from initial screening through allocation as we seek select, quality businesses

Quality Investing Part 4: Statistic Results

As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:

• Define downside capture and explain a key measure of success
• Review the downside capture ratio as it relates to the FAM Funds

FAM Small Cap Fund Update

FAM Small Cap Fund Portfolio Manager Andrew Boord discusses the quality characteristics we seek in businesses, performance, and our new holdings.

FAM Dividend Focus Fund Update

William Preston, Portfolio Manager of the FAM Dividend Focus Fund, presents the strategy’s distinctive features, performance, and portfolio activity.