Is your family office thinking about Small-Cap portfolios? Fenimore Asset Management’s small-cap strategy benefits from an investment philosophy and process that has been market-tested for 50 years.
Fenimore’s FAM Small Cap Fund (FAMFX):
- The difference is in Fenimore’s research—looking for companies with:
- Minimal to no leverage
- Management quality over stock price
- Durable balance sheets
- Compelling profitability
- They are contrarians and seek to find opportunities in companies they can own for a long time.
- They aim to purchase profitable companies with a margin of safety and long-term growth.
- Historical downside mitigation.
- 3yr and 5yr percentile ranks are 4 and 18, respectively (Morningstar as of 8/21/24) *
- All 5-Star Funds: FAM Small Cap Fund (FAMFX), FAM Dividend Focus Fund (FAMEX), and FAM Value Fund (FAMVX), all earn Morningstar’s 5-star mutual fund rating overall, as of 6/30/24.
LEARN MORE ABOUT THE FAM SMALL CAP FUND
If you’re interested in learning more about Fenimore, the FAM Small Cap Fund, and their market-tested independent, in-depth research process, please contact Christian Snyder.
* The Morningstar Rating™ for funds, or “star rating”, is calculated for funds with at least a 3-year history. (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly excess performance (excluding the effect of sales charges, if any), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Past performance is no guarantee of future results. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. Rating, risk, and return values are relative to each fund’s Morningstar Category as of 6/30/24. The Morningstar Trailing Returns section of the Portfolio Snapshot Report shows the approximate returns an investor would have realized over the indicated time period, as well as how those returns compare to a benchmark index. Portfolio and benchmark returns are calculated by asset-weighting the monthly returns of the underlying holdings and thus reflect the pretax results an investor would have achieved by rebalancing the portfolio on a monthly basis. These same returns are used to calculate all returns-based statistics. Returns for individual holdings are trailing total returns. The FAM Small Cap Fund received 3yr and 5yr percentile ranks of 4 and 18 among 521 and 496 Small Growth funds, respectively. Visit Morningstar.com to see their methodology.
About Fenimore Asset Management
Fenimore was founded in 1974 with the mission of protecting and growing capital over the long term for our investors. To accomplish this, we conduct in-depth, independent investment research as we seek to maximize return and minimize risk. At the end of the day, our greatest priority is serving investors with excellence and integrity. We are proud to offer mutual funds, retirement planning, portfolio management, and more. Contact us today to learn more about us or to arrange a meeting with one of our associates.
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