Andrew Boord discusses Fenimore Asset Management and the FAM Small Cap Fund. While Fenimore is a value shop, Mr. Boord is more focused on finding quality stocks than on finding cheap stocks. He spends a lot of time identifying high-quality companies in the small-cap space and then waits to buy until shares are available at a discount to his estimate of intrinsic value. Sometimes Mr. Boord finds these discounts when there has been a temporary setback or investors are fearful. The FAM Small Cap Fund is having a good year of performance so far. According to Mr. Boord, this is because the current environment, where there is fear about the economy, is one in which quality shines and outperforms.’
Full interview available here.
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