
Hogan invest in this fund and are part owners of Fenimore Asset Management, the fund's parent. Putnam also manages FAM Value FAMVX .USAFAMEXFAM Fundsonhttp://www.famfunds.com/communications/fund_rpts.aspAnnual and Semiannual ReportsSupporting
returns only slipped from 1.9% to negative 2.2% and the relative ranking soared to 13 from 79. The story at FAM Value FAMVX is somewhat similar to Akre's. Managers Thomas Putnam and John Fox look for low-debt companies with clean balance sheets
trust Berkowitz in both the good times and the bad, this fund remains a fine long-term core investment. FAM Value Investor FAMVX This mid-blend fund's managers, Thomas Putnam and John Fox, have long had a sizable position in financials: In fact
true highlights here are a very disciplined, risk-conscious strategy and Vanguard's trademark low pricetag. FAM Value FAMVX Yes, the name suggests that the fund belongs in another category, but it's pretty common for funds that buy value fare and
decidedly contrarian in their stock picks, sticking to their guns has translated into long-term success for the fund. FAM Value FAMVX Like the managers of the aforementioned offering, FAM Value managers Thomas Putnam and John Fox seek undervalued firms that
that total-market ETFs such as Vanguard Total Stock Market ETF VTI would also serve as worthwhile alternatives.) FAM Value FAMVX Minimum Investment: $500 | Expense Ratio: 1.26% Managers Thomas Putnam and John Fox focus exclusively on fundamentally
Focus ARFFX , Fairholme FAIRX , FAM Value FAMVX , Oak Value OAKVX , LKCM Equity LKEQX ..... 96 - 5 . 38 2 . 59 - 0 . 31 7 . 65 FAM Value Inv Mid - Cap Blend 39 . 61 - 3 . 5 2 . 44 ..... 22 . 52 13 . 76 8 . 61 4 . 88 - 2 . 4 FAM Value Inv 26 . 49 9 . 51 15 . 92 18 . 67 11 . 69
Bottom - up approach leads to sector concentrations that can put the fund out of step with the market at times . Great long - term record . Experienced managers employ a disciplined strategy . Tax - efficient . Good downside protection . Thomas Putnam has managed this fund since its inception in
MERDX, LKCM Equity LKEQX, Vanguard Dividend Growth VDIGX, Chase Growth CHASX, Westport Select Cap WPSRX, and FAM Value FAMVX are among the funds you can expect to continue delivering over time while letting you sleep at night. One way to identify mutual
had the best overall scores by far. That was no surprise here. Funds like Sequoia SEQUX, Jensen Fund JENSX, and FAM Value FAMVX have long used prudent, Buffett-inspired strategies that emphasize quality and the preservation of capital. A few have big