Summer Fund Updates


FAM Value Fund

  • John Fox, Chief Investment Officer and Co-Manager, and the Fund were featured in May’s MONEY magazine in an article “A New Take On Safe Stocks.”
  • John, the Fund, our investment philosophy, and stock stories were also showcased in the industry publication Value Investor Insight — the article was entitled “Down to Business.”

FAM Equity-Income Fund

  • The Fund celebrated its 20th Anniversary on April 1, 2016! Paul Hogan and Thomas Putnam have managed the Fund together since its inception providing consistent oversight. This continuity is very rare in the ever-changing investment industry.
  • Paul and the Fund were featured in the industry publication The Wall Street Transcript.

FAM Small Cap Fund

  • “Small Caps: Finding Great Companies” (Podcast) — Andrew Boord, Co-Manager, discusses where he’s currently finding value in the small-cap space, areas he avoids, and his outlook. Listen to the Podcast.
  • In a little more than four years, the Fund has grown considerably due to strong investor interest and its performance.