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FAM


Fenimore Asset Management (FAM) is an independent investment advisory firm located in the rural, upstate New York town of Cobleskill. Founded in 1974 by Thomas Putnam, FAM successfully manages money using a value approach with special attention to personal relationships. After many years of successfully managing separate account portfolios, Fenimore Asset Management expanded its investment offerings to include mutual funds. The FAM Value Fund (1987) and FAM Equity-Income Fund (1996) both offer investors a concentrated portfolio of stocks selected according to our value criteria and superior personalized shareholder services.
 
FAM Funds offers two diversified, open-end, no-load mutual funds, FAM Value Fund and FAM Equity-Income Fund. Each fund employs a long-term, value oriented investment philosophy. FAM Equity-Income Fund's investment objective is to provide current income as well as long-term capital appreciation by investing primarily (at least 80 percent of its total assets) in income-producing equity securities. This Fund distributes its income on a quarterly basis and may be an appropriate investment vehicle for a shareholder primarily seeking capital appreciation where income is an additional consideration.
 
FAM Value Fund's investment objective is to maximize long-term total return on capital. To achieve this objective the Fund intends to seek both appreciation and, to a lesser degree, dividend income, which constitute the two principle components of a common stock investment return. This investment may be an appropriate investment vehicle for a long-term shareholder whose focus is capital appreciation.
 
In order to ensure that FAM shareholders enjoy the highest standards of personalized service, FAM acts as their own transfer agent; they do not contract any shareholders service activities to outside vendors. The FAM Shareholder Services team, all registered representatives, can help the investors with all FAM account recordkeeping activity as well as provide information on retirement accounts and both FAM Funds portfolios.
 
FAM’s mission is to provide long-term investment growth for their investors with attention to personalized service, timeliness of information, and a commitment to quality fostered by a family of associates dedicated to excellence. FAM will be guided by the highest standards of ethics, morality and integrity. FAM’s goal is to provide their fellow shareholders with diversified portfolios focused on growing assets without taking unnecessary risks, so that long-term investment goals can be pursued with some peace of mind.

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