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Fenimore Private Client Group

 

Core Value

Separately Managed Accounts — Equity Strategy

Fenimore Core Value
Fenimore’s Core Value strategy is the cornerstone of the firm’s entire suite of value-based investment solutions. The Core Value strategy has a dual mandate of preservation of capital and long-term capital appreciation. Portfolios are managed in a concentrated fashion with total holdings typically ranging from 20 to 25; companies may or may not pay dividends. The portfolio manager has the latitude to make investment selections, in which he has the most conviction, from a thoroughly culled and researched universe of stocks selected by our investment committee. The Core Value strategy is most appropriate for investors seeking to maximize long-term total return on capital.

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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: Core Value
The Core Value strategy has a dual mandate of preservation of capital and long-term capital appreciation, and is the cornerstone of the firm's value-based investment solutions.