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John Fox, Chief Investment Officer (CIO), is retiring in December after a successful 30-year career at Fenimore. His professional and personal contributions have made a positive impact on our investors, firm, and community. We hope that John enjoys his well-deserved retirement and express our heartfelt gratitude for his dedicated service!

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Fenimore Founder and Executive Chairman Tom Putnam built the framework for a long-term succession plan years ago to ensure the continuity of our investment philosophy and investor experience for decades to come. Fenimore’s succession planning is thoughtful, enduring, and seamless ― always keeping our investors’ best interests in mind.

When associates retire, our highly collaborative process keeps operations running smoothly. Each of the three investment strategy teams (Value, Dividend Focus, and Small Cap) works together as a cohesive unit. They implement our market-tested approach in pursuit of performance excellence, just as they did during John’s time as CIO. What this means is that the teams who pick our stocks remain the same.

Fenimore’s research analysts include three astute industry veterans of more than 30 years as well as generations of talented professionals. We look forward to sustaining our collegial environment as we diligently seek to grow your assets over the long term.

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John Fox