FAM Small Cap Update
FAM Small Cap Fund Update
In this short video, FAM Small Cap Fund Portfolio Manager Andrew Boord shares why staying focused on high‑quality businesses matters in today’s speculative market.
SHARE ON
Tag: Video
FAM Funds Shareholder Services Update
FAM FUNDS SHAREHOLDER SERVICES UPDATE
Joe LeRoy, Relationship Manager, and Liza Baran, Director of Shareholder Services & Operations, highlight FAM Funds services and the direct access investors have to our team.
SHARE ON
FAM FUNDS 2025 Recap & Outlook
FAM FUNDS 2025 RECAP & OUTLOOK
William Preston, Director of Research & Portfolio Manager, reflects on 2025’s stock market drivers and shares 2026 insights.
SHARE ON
FAM FUNDS: 2025 INVESTMENT/SERVICES UPDATES & OUTLOOK
FAM FUNDS: 2025 INVESTMENT/SERVICES
UPDATES & OUTLOOK
-
FAM FUNDS
2025 RECAP & OUTLOOKWilliam Preston, Director of Research & Portfolio Manager, reflects on the stock market drivers in 2025 and shares insights
for 2026. -
FAM FUNDS SHAREHOLDER
SERVICES UPDATEJoe LeRoy, Relationship Manager, and Liza Baran, Director of Shareholder Services & Operations, highlight FAM Funds services and the direct access investors have to our team.
-
FAM Value Fund Annual Letter
FAM Value Fund Annual Letter
FAM Value Fund
Annual Letter -
FAM Small Cap Fund Annual Letter
FAM Small Cap Fund
Annual Letter -
FAM Dividend Focus Fund Annual Letter
FAM Dividend Focus Fund Annual Letter
FAM Dividend Focus Fund
Annual Letter
-
RESEARCH TEAM SUCCESSION
-
Cultivating Talent
SHARE ON
Research Team Succession
Research Team Succession
CEO Anne Putnam and Founder & Executive Chairman Tom Putnam explore Fenimore’s enduring commitment to investment excellence through:
- A team of diverse, collaborative research analysts who bring unique perspectives.
- A unified, team-based approach in pursuit of investment performance excellence.
- A steadfast dedication to perpetuating Fenimore’s market-tested research process and cultivating its next generation of talent.
SHARE ON
Cultivating Talent
Cultivating Talent
CEO Anne Putnam and President Christian Snyder discuss Fenimore’s:
- Commitment to cultivating leadership and attracting top talent across the firm.
- Focus on being a trusted investment partner.
- Dedication to delivering excellent service.
SHARE ON
Investing in the Future: Court Rehab Dedication with Siena Basketball and Girls Inc.
Investing in the Future: Court Rehab Dedication with Siena Basketball and Girls Inc.
For the third consecutive year, Fenimore proudly partnered with Siena College Men’s and Women’s Basketball to host an annual celebration of community, collaboration, and positive impact at the Court Rehab Dedication & Ice Cream Social.
This year, the community voted to support Girls Inc. of the Greater Capital Region in Schenectady as the recipient of a fully renovated basketball court. The winning location was chosen by fans during Siena men’s and women’s basketball games last season.
Together with Girls Inc., Siena teams, and local families celebrated making our community better and the lasting impact it will have on kids and their families.
The newly refurbished court is more than a place to play, our hope is that it will be a space to empower and inspire generations of young girls to dream big, stay active, and support one another.
We’re honored to support Girls Inc. and their mission to inspire all girls to be strong, smart, and bold.
SHARE ON
RIA Channel Interviews Hunter Frayne, Investment Research Analyst
RIA Channel Interviews Hunter Frayne,
Investment Research Analyst
“We like to craft very concentrated portfolios, anywhere from 25 to 30 companies, we like to look for businesses with very defensible competitive advantages, strong growing cash flow run by what we deem is a great management team, and we try to buy those at a discount – what we think their fair value is. We are truly long-term focused.”
Hunter Frayne, CFA®, Investment Research Analyst, recently joined Julie Cooling, Founder and CEO of RIA Channel, to discuss Fenimore’s investment philosophy.
SHARE ON
Fenimore Discusses Market Cycles
Fenimore Discusses Market Cycles
Fenimore CEO, Anne Putnam, speaks to Fenimore’s 51 years of experience managing market cycles.
“Our analysts, our team of ten would tell you that this is normal. A correction happens and it gives us an opportunity to invest in our portfolios. We have the experience of over 51 years of history to make sure that we can put portfolios together that are meaningful for you and for us, so that you can sleep at night and have trust in us as your investment partner in order to maintain and mitigate the downturns we are experiencing today.” – Anne Putnam, CEO
SHARE ON
FAM FUNDS: 2024 RECAP & OUTLOOK
FAM FUNDS: 2024 RECAP & OUTLOOK
Gain insights about FAM Funds from this video presentation series. Highlights include:
- Fenimore Retrospective — Anne Putnam, CEO
- 2024 Review, 2025 Outlook — John Fox, Chief Investment Officer
- Fund Updates — Value, Small Cap, and Dividend Focus Fund performance and portfolio activity.
This was recorded live in front of University at Albany finance students.
-
FENIMORE RETROSPECTIVE
FENIMORE RETROSPECTIVE
Anne Putnam
-
2024 REVIEW 2025 OUTLOOK
2024 REVIEW
2025 OUTLOOKJohn Fox, CFA®
-
FAM VALUE FUND
FAM
VALUE FUNDDrew Wilson, CFA®
-
FAM SMALL CAP FUND
FAM SMALL
CAP FUNDKevin Gioia, CFA®
-
FAM DIVIDEND FOCUS FUND
FAM DIVIDEND FOCUS FUND
William Preston, CFA®
-
FAM Value Fund Annual Letter
-
FAM Small Cap Fund Annual Letter
-
FAM Dividend Focus Fund Annual Letter
SHARE ON