FAM Equity-Income InvFAMEX

Morningstar Rating

Fund Research and Analysis

by Michael Breen

An eye for quality works for FAM Equity-Income.

Managers Paul Hogan and Thomas Putnam buy only firms with strong fundamentals and fairly predictable business that they can comfortably hold indefinitely. The portfolio of is full of leading firms like Read more

Kudos

Solid long-term risk/reward profile.

Experienced management.

Low risk. Read more

Risks

Could be cheaper.

Managers have let cash build up at times, and a large cash stake could drag on returns in a market rally.

Emphasis on risk management can limit relative returns at times. Read more

Strategy

This fund buys dividend-paying, financially healthy companies that are trading at a fairly deep discount to the managers' estimate of their fair values. Managers Paul Hogan and Thomas Putnam prefer companies Read more

Management

Paul Hogan and Thomas O. Putnam have managed this offering since its April 1996 inception. The pair are supported by three other researchers. Both Putnam and Hogan invest in this fund and are part owners of Fenimore Asset Management, the fund's parent. Read more

Inside Scoop

This fund buys dividend-paying smaller-cap stocks with strong fundamentals, steady business models, and cheap price tags. The managers own about 30 stocks, but volatility Read more

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