Investment Research Insights

Paul Hogan was interviewed in an article, “Dividend Compounders.” He discussed our investment process, the analysis of dividend-paying companies, and what makes FAMEX distinct from similar funds.

Barron’s highlighted Paul Hogan and the FAM Dividend Focus Fund (FAMEX) in an article, “This Fund Manager Has Beaten 99% of His Peers. How He Picks Winning Dividend Stocks.”

Enjoy this edition that includes articles about our CEO transition, investment views, and service.

As the presidential election year approaches, you may be wondering if the stock market will go up or down based on who is elected.

Headlines around global trade are having some effect on the markets. Stock prices generally follow corporate earnings over the long term, so here is our view on tariffs.

The name may have changed to FAM Dividend Focus Fund, but the proven research process and high-conviction dividend growth strategy have not.

Only the name changes: FAM Dividend Focus Fund (FAMEX)

Discussing the generational transfer of your wealth with your adult children may feel as uncomfortable as talking politics at a dinner party. There is no question that the Greatest Generation — and those that came before — kept their financial information much closer to the vest, while Boomers have been more apt to discuss these affairs with their children. It is obviously a personal decision if you want this discussion to take place.

For decades, our Investment Research Analysts have journeyed to Omaha for this distinct gathering that Warren Buffett and Charlie Munger host. It’s an opportunity to hear astute insights and, as usual, this year’s event did not disappoint.

“The university’s storied history centers around coaching legend John Wooden who won 10 championships, including a remarkable seven in a row. Mr. Wooden has a library of timeless quotes. One quote epitomizes the extensive research we conduct on your behalf, ‘You can’t have confidence unless you are prepared. Failure to prepare is preparing to fail.’ Our fieldwork equips us to make purchases even during times of adversity.”