FAM Funds
Fenimore Private Client Group
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About Fenimore

Fenimore Private Client Group

 

Fenimore Small Cap

Separately Managed Accounts — Equity Strategy

Fenimore Small Cap
Fenimore Asset Management has more than four decades of experience in small-cap stock investing. The Small Cap strategy focuses primarily on small-capitalized companies. The portfolio manager constructs a concentrated portfolio of 20 to 25 bargain-priced businesses that have been in operation, in most cases, for many years. To preserve its small-cap focus, accounts are defined as those that invest in equity securities of companies whose market capitalization, at the time of purchase, are within the range represented by companies in the Russell 2000 Index as of July 1st (or the first available publication date of the index reconstitution) of the preceding year. After initial purchase, the market capitalization of securities of companies will not exceed two-times the high range of market capitalization of the Russell 2000 Index as of July 1st (or the first available publication date of the index reconstitution) of the preceding year. The Small Cap strategy is most appropriate for investors seeking to maximize long-term return on capital and add small-cap diversification to their overall investment portfolio.

Pooled Investment — Equity Strategy

Fenimore Small Cap Fund, LLC
This is a pooled investment vehicle and not a separately managed account. The investment objective is to maximize long-term total return on capital utilizing a value investing approach. Under normal market conditions the Fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small-cap companies. The Fund considers small-cap companies to be those issuers that, at the time of initial purchase, have a market capitalization that is within or below the range of companies in the Russell 2000 Index as of the latest reconstitution. The Fund may invest in securities of both domestic and foreign issuers. Investors must be “accredited investors” as defined in Regulation D under the Securities Act.

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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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Fenimore Asset Management: Investment Strategies - Small Cap
The Small Cap strategy is most appropriate for investors seeking to maximize long-term return on capital and add small-cap diversification to their portfolio.