FAM Funds
Fenimore Private Client Group
Investment Advisors
About Fenimore

Fenimore Private Client Group

 

Investment Research

Overview

“Thought leader,” a term coined in the early ‘90s, is considered vital in business to create progress. Since 1974, thought leadership has been the cornerstone of our firm. Our team of seasoned professionals conducts in-depth, independent research and analyzes the companies behind the investments to gain unique insights. We use this firsthand knowledge and a time-tested process to help achieve our investors’ long-term financial goals.


The way we hope to influence progress is to demonstrate how Fenimore's investment approach works, over the long term, despite what’s happening around the globe economically, politically, and socially.

Staying the course in an ever-changing investment world.

 

Fenimore Asset Management is the investment advisor to FAM Funds. 

Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted. The principal value and investment return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Please consider a fund’s investment objectives, risks, charges and expenses carefully before investing. Read our prospectus or summary prospectus.

Investment Research Team

 

Thomas O. Putnam

Thomas O. Putnam

Founder & Chairman

Mr. Putnam is Founder and Chairman of Fenimore Asset Management and FAM Funds. Tom reinforces the firm’s vision and provides research, insight, and guidance for its separately managed portfolio business and mutual funds. Mr. Putnam earned his BA from the University of Rochester and MBA from Tulane University before establishing the firm in 1974. Not only is Tom dedicated to Fenimore’s investors, he is passionate about investing in the community. Tom is a former member of the Investment Company Institute (ICI) Board of Governors, Cobleskill Regional Hospital Board, and Reformed Church of America Investment Committee. Tom currently serves on the Fenimore Art Museum Board, Catskill Area Hospice and Palliative Care Foundation Board, Koinonia Primary Care Board, Guideposts Board, and Guideposts Foundation Board. 

John D. Fox, CFA

John D. Fox, CFA

Chief Investment Officer

As Chief Investment Officer, Mr. Fox is responsible for overseeing the development, implementation, and monitoring of Fenimore’s investment strategies and portfolios by coordinating the Investment Research Team's efforts. John also serves as the primary communicator and educator of the firm’s long-term investment philosophy and process. Additionally, John is Co-Manager of the FAM Value Fund, a firm Principal, and active in the community. Prior to joining us in 1996, Mr. Fox spent 10 years in the financial services industry as a financial analyst and life insurance executive. He holds a BS from Fairfield University, MBA from the University of Connecticut, Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, PA, and Chartered Financial Analyst (CFA) designation. 

Paul C. Hogan, CFA

Paul C. Hogan, CFA

Investment Research Analyst

Paul earned a BA from St. Bonaventure University, MBA from the State University of New York at Binghamton, and Chartered Financial Analyst (CFA) designation. Prior to joining Fenimore in 1991, he was an officer in the United States Army National Guard. Paul is a firm Principal and Co-Manager of the FAM Equity-Income Fund.

Andrew F. Boord

Andrew F. Boord

Investment Research Analyst

Andrew received a BS from the University of Tennessee and MS from American University, both in Accounting. He also earned his CPA in 1994 (currently inactive). Prior to joining Fenimore in 2005, Andrew spent 10 years in the investment management industry including a position as Vice President and Portfolio Manager with A.G. Edwards Asset Management. Andrew is a firm Principal and Co-Manager of the FAM Small Cap Fund.

Drew P. Wilson, CFA

Drew P. Wilson, CFA

Investment Research Analyst

Drew earned a BA from Loyola University of Chicago, MBA from Northwestern University Kellogg School of Business, and Chartered Financial Analyst (CFA) designation. He was a Partner, Equity Analyst, and Portfolio Manager at Martin Capital Management in Elkhart, Indiana for 15 years before joining Fenimore in 2011. Prior to that, he was with Watson Wyatt Worldwide. Drew is a firm Principal and Co-Manager of the FAM Value Fund. 

Kevin D. Gioia, CFA

Kevin D. Gioia, CFA

Investment Research Analyst

Kevin received a BS in Finance from Siena College and graduated with honors in 2010 before joining Fenimore’s Investment Research Team. Kevin also earned the Chartered Financial Analyst (CFA) designation and is a firm Principal.

William W. Preston, CFA

William W. Preston, CFA

Investment Research Analyst

Will received a BS in Business Administration with a concentration in Finance/IT Management and a minor in Economics from the University at Albany. He also earned his Chartered Financial Analyst (CFA) designation. Before joining Fenimore in 2016, Will worked at Renaissance Capital in Greenwich, Connecticut as a Senior Research Analyst for four years. Prior to that, he was a Fenimore Investment Research Intern. 

Trish Bergan

Trish Bergan

Assistant to Tom Putnam & the Research Team

pbergan@famfunds.com
518.234.4393 x 246

White Papers

Our white papers and position papers are an extension of our research process − insights for our investors and people interested in logical, long-term, value investing. They help illustrate our steadfast, time-tested, distinct views in an ever-changing investment landscape. Additionally, Fenimore Asset Management is the investment advisor to FAM Funds.

Dividend Growth For The Long Term

Author: Paul C. Hogan, CFA, Investment Research Analyst

Date: September 2016

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The Value of Patience

Authors: Thomas O. Putnam, Founder & Chairman
                 Drew P. Wilson, CFA, Investment Research Analyst

Date: July 2015

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Small-Cap Stocks

Author: Investment Research Team

Date: May 2015

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Quality Matters

Author: John D. Fox, CFA, Director of Research

Date: October 2014

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Investment vs. Speculation

Author: Marc D. Roberts, CFA, Investment Research Analyst

Date: April 2014

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Owner Earnings

Author: Drew P. Wilson, CFA, Investment Research Analyst

Date: July 2013

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Real Returns

Author: Kevin D. Gioia, CFA, Investment Research Analyst

Date: July 2013

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Stock Updates (as of 9/30/17 = quarterly performance)

Best and worst performers are from Fenimore's Managed Equity Accounts Composite. Highlighting specific companies can be difficult due to the natural variation among the multiple accounts we manage. Accounts vary by objective and tenure so holdings may differ. The total Fenimore Managed Equity Accounts Composite Assets as of 9/30/17 are $961,747,590. 

Microchip Technology

Ticker: MCHP
Sector: Information Technology

Microchip Technology was the best performer for the third quarter. This provider of semiconductors, used in everything from touch panels to automotive infotainment systems, has...
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Ross Stores

Ticker: ROST
Sector: Consumer Discretionary

The second-best performing stock was Ross Stores. Ross reported better-than-expected third quarter earnings and same-store sales.
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Xilinx

Ticker: XLNX
Sector: Information Technology

Xilinx was the third-best performer. Xilinx designs and markets programmable semiconductors used in various applications such as communications equipment, vision sensors, robotics, data centers, and...
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MEDNAX

Ticker: MD
Sector: Healthcare

MEDNAX was the worst performing stock for the third quarter. MD is a national medical group that comprises the nation's leading providers of...
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Patterson Companies

Ticker: PDCO
Sector: Healthcare

Patterson was the second-worst performer. Patterson, a distributor of veterinary and dental products, has experienced weakness in the dental segment.
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Interpublic Group of Companies

Ticker: IPG
Sector: Consumer Discretionary

Interpublic Group of Companies, a global advertising and media company, was the third-worst performer. Advertising companies saw soft activity during the quarter which led...
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DISCLOSURE

The investment advisory services and FAM Funds described on our website are available only to persons in certain States within the U.S. More

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800.721.5391 / 384 North Grand Street, Cobleskill, NY 12043 / Established 1974
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Fenimore Asset Management: Investment Research
Our team of seasoned professionals conducts in-depth, independent research and analyzes the companies behind the investments to gain unique insights.