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.