Talent & Teamwork
Talent & Teamwork
- Founder & Executive Chairman Tom Putnam underscores why Fenimore’s team approach to the investment process is so important.
- This segment is part of the “Just A Minute with Fenimore” video series.
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Tag: Video
Quality. Consistency. Access.
QUALITY. CONSISTENCY. ACCESS.
How does FAM Funds partner with its advisory clients? Senior Vice President Anne Putnam and Senior Director Bill McCartan share how we:
- Service our investment advisors
- Provide complementary equity solutions
- Manage by conviction as a fundamental value investor
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FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLAN
FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLAN
Fenimore’s Founder & Executive Chairman Tom Putnam, CEO John Fox, and President Deb Pollard discuss why we’ve held an annual meeting since 1987, our long-term succession plan, and recent news.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
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FAM VALUE FUND UPDATE
FAM VALUE FUND UPDATE
Marc Roberts, Portfolio Manager of the FAM Value Fund, presents a fund strategy overview, performance update, and stock story.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
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FAM DIVIDEND FOCUS FUND UPDATE
FAM DIVIDEND FOCUS FUND UPDATE
Portfolio Manager William Preston, FAM Dividend Focus Fund, discusses how the strategy is distinct, the fund’s performance, and a portfolio holding.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
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FAM SMALL CAP FUND UPDATE
FAM SMALL CAP FUND UPDATE
FAM Small Cap Fund Portfolio Manager Kevin Gioia provides a strategy overview, performance update, and stock story.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
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FAM FUNDS SHAREHOLDER SERVICES UPDATE
FAM FUNDS SHAREHOLDER SERVICES UPDATE
Liza Baran, Director of Shareholder Services, discusses key benefits of our service offerings and recent enhancements.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
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Just a Minute with Fenimore: “Quality”
JUST A MINUTE WITH FENIMORE: “QUALITY”
- Whether it’s the investments we choose or the service we provide, quality is one of Fenimore’s key principles — Guided by Quality. Invested Together.
- This piece is part of the “Just A Minute with Fenimore” video series.
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Just a Minute with Fenimore: “Fixed for Retirement”
JUST A MINUTE WITH FENIMORE:
“FIXED FOR RETIREMENT”
- Discover: Fenimore’s goals for fixed income investing; what makes our research process distinctive; how we strive to mitigate risk; and how we partner with investors.
- This video is part of the “Just A Minute with Fenimore” series.
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What is a Roth Conversion?
Investor Education Series
What is a Roth Conversion?
Investor Education Series
In this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion.
If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271.
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