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ACTIVE MANAGEMENT: A DIFFERENT APPROACH
Over Fenimore Asset Management’s 50 years of investing, experience shows that a strategy focused on active research and high-conviction investments in quality businesses is more effective than trading activity.
In a recent whitepaper, Fenimore Portfolio Manager, Marc Roberts, CFA®, points to Fenimore’s investment management philosophy and active management of equities – how the correlation between active research and high-quality, concentrated portfolios with lower turnover and higher ROIC can create attractive returns as benchmarked against peers.
Review Fenimore’s Active Management Strategy for your Family Office.
If you’re interested in learning more about Fenimore, their market-tested independent, in-depth research process, and active management strategy, please contact Christian Snyder.
See how Fenimore could be a good fit for your family office.
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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The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Family Enterprise USA Action is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.
Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, successful families, and family-owned businesses. It is focused exclusively on the critical tax and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.
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