|
|
|
"Measure twice, invest once." was the theme of FAM Funds’ 23rd Annual Shareholder Informational Meetings held on Tuesday, October 13th. The Albany meeting took place in the morning at The Desmond Hotel and the afternoon gathering was at the Cobleskill-Richmondville High School Auditorium.
|
|
In keeping with FAM Funds´ contrarian style, prepared remarks were limited. Instead, the bulk of the meeting was devoted to audience Q&A with Fund Managers Tom Putnam, John Fox, Paul Hogan and Research Analysts Eric Elbell, Andrew Boord and Marc Roberts. Retired news anchor Jack Aernecke moderated the discussion.
|
Click on the links below to view meeting video clips. Click on the link on the right side of the page for our Mutual Advice newsletter written recap.
|
| Play |
Remarks |
Length |
 |
Tom Putnam Introduction |
6:50 |
| |
Founder & Chairman |
|
| |
Paul Hogan FAM Equity-Income Fund Review |
1:00 |
| |
Co-Manager - FAM Equity-Income Fund |
|
| |
John Fox FAM Value Fund Review |
1:47 |
| |
Co-Manager - FAM Value Fund |
|
| Play |
Questions |
Length |
| |
Have you learned anything new this past year? |
1:38 |
| |
Tom Putnam - Founder & Chairman |
|
| |
Where are you finding your best investment prospects? |
1:02 |
| |
Eric Elbell - Research Analyst |
|
|
Will you tell us about FAM’s first energy holding? |
0:53 |
| |
Marc Roberts - Research Analyst |
|
| |
Given pending government legislation, how will this affect FAM’s health care holdings? |
1:26 |
| |
Eric Elbell - Research Analyst |
|
| |
What are the Funds’ exposures to the global markets? |
1:07 |
| |
John Fox, Co-Manager - Value Fund |
|
| |
Does the declining value of the U.S. dollar on the world market affect FAM’s holdings? |
0:40 |
| |
John Fox, Co-Manager - Value Fund |
|
| |
What positive aspects have you seen from what we just went through? |
1:07 |
| |
John Fox, Co-Manager - Value Fund |
|
| |
When can we expect to see company top-line (sales) growth again? |
2:15 |
| |
John Fox,Tom Putnam, Eric Elbell |
|
| |
Is the recession over? |
1:08 |
| |
Paul Hogan, Co-Manager - Equity-Income Fund |
|
| |
Is your buy-and-hold philosophy still viable? |
1:54 |
| |
Tom Putnam - Founder & Chairman |
|
| |
How concerned are you about unemployment? |
1:42 |
| |
Tom Putnam, Paul Hogan, John Fox |
|
| |
| Click here for important information, including standardized performance, as of the most recent calendar quarter end for FAM FUNDS. |
