Mutual Fund Observer Features FAM Value Fund

Regarding the FAM Value Fund the article states, “It deserves to be better known, most especially by equity investors looking for a committed team, a value-sensitive strategy and a long, consistent record.” READ NOW

Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted. The principal value and investment return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Please consider a fund’s investment objectives, risks, charges and expenses carefully before investing.

Fund selection was determined by the subjective criteria of the author. No objective criteria for selection (e.g.; performance returns, manager tenure, expense ratio, etc.) were evaluated for identification of these funds. Consequently, other mutual funds not identified in the article or considered by the author may have similar characteristics.

The views herein are provided for informational purposes only and are not otherwise intended as an offer to sell, or the solicitation of an offer to purchase, any security or other financial instrument. This summary is not advice, a recommendation or an offer to enter into any transaction with Fenimore or any of their affiliated funds.

All projections, forecasts and estimates of returns and other “forward-looking” information not purely historical in nature are based on assumptions, which are unlikely to be consistent with, and may differ materially from, actual events or conditions. Such forward-looking information only illustrates hypothetical results under certain assumptions and does not reflect actual investment results and is not a guarantee of future results. Actual results will vary with each use and over time, and the variations may be material. Nothing herein should be construed as an investment recommendation or as legal, tax, investment or accounting advice.

These materials are not intended to be complete or to constitute all of the information necessary to evaluate adequately the consequences of investing in any securities or other financial instruments described herein. Investors should ensure that they obtain all available relevant information before making any investment. Any investment entails a risk of loss. An investor could lose all or substantially all of his or her investment. Past performance is not an indicator of future results.

Please see Fenimore disclosure.


Quest for Quality

The stock market peaked in January and is going through a correction as we write this in early February. We have had a long period of stock prices increasing — this correction is a natural part of the process. To reiterate, the fundamentals of the economy and Corporate America are still very strong. In fact, this type of environment can provide opportunities to invest in quality companies, both existing and prospective holdings, that have declined in price. Read More


Please see Fenimore disclosure.


CHANGING times, UNCHANGING principles

FAM Funds’ Annual Shareholder Informational Meeting
John Fox began, “We chose the theme after celebrating the 30th Anniversary of the FAM Value Fund earlier this year. We thought about the last three decades and how much has changed. I’d like to make a few observations.” Read More


Please see Fenimore disclosure.



Managing Risk In Today’s World

We cannot stress the subject of mitigating risk enough, especially in our rapidly changing world. Managing risk is crucial to an effective long-term plan for preserving and creating wealth. Many may seem adept at managing money during upturns, but fail to have a sound strategy for enduring and taking advantage of downturns. Our research efforts enable us to know the quality businesses behind the stocks we hold very well and this gives us the confidence to maintain, and even increase, our shares in these stable companies when the market drops. Read the Letter from Cobleskill.

Please see Fenimore disclosure.


Investing in Dividend-Paying Companies in the Midcap Space

“Paul Hogan talks about his firm’s equity-income 
fund. Mr. Hogan says the objective of the fund is

that at least 80% of the companies have to pay a
dividend. Additionally, the fund is in the midcap
space. Mr. Hogan says midcap businesses tend to
grow faster than large-cap companies. He says
right now is a great time to own an equity-income
fund because it can limit some of the downside risk
while still offering equity exposure and the
opportunity to participate in the upside as the
market moves higher.”  Read The Wall Street Transcript article.


Please see Fenimore disclosure.