FAM Funds
Fenimore Private Client Group
Investment Advisors
About Fenimore

Fenimore Private Client Group

 

Investment Strategies

One Investment Approach
Value Investing: To build real wealth, an investor must earn returns that outpace inflation. We believe that investing in quality businesses, at a discount to their intrinsic value, is vital to accomplishing this objective.

Three Equity Investment Strategies
Each equity strategy has concentrated portfolios seeking to preserve and grow capital over the long term.

  • Core Value focuses primarily on mid-cap stocks
  • Equity-Income centers on mid-cap, dividend-paying companies
  • Small Cap consists of small businesses with long-term potential

Concentrated Portfolios: Client portfolios range from about 20 to 25 holdings. We get to know the management teams of the businesses behind the stocks and have a high conviction about these names — we want them to potentially have a meaningful impact on performance. In our experience, concentrated portfolios have a better probability of outperforming diversified ones over the long term.

One Fixed Income Investment Strategy
The fixed income strategy’s primary objective is capital preservation with income generation. This strategy may also be utilized in a balanced portfolio that seeks both long-term capital appreciation and current income.

 

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

Join our
Mailing List >

800.721.5391 / 384 North Grand Street, Cobleskill, NY 12043 / Established 1974
Copyright © 2017 FAM Funds | Privacy Policy | Terms of Use | Sitemap

Fenimore Asset Management: Investment Strategies
Through value investing we use concentrated portfolios within each of our three investment strategies: Core Value, Equity-Income, and Small Cap.