FAM Funds (4)

Quality Bias and Price Conscious

FAM Value Fund

US

Oct 29, 2013

Companies with sustainable business models do run into temporary troubles and investors are quick to sell stocks. Careful and patient investors can take time to analyze the companies that are out of favor for temporary reasons and discover values that are eventually realized by the broader market. John Fox, co-manager Thomas Putnam and the in-house team of researchers look for companies that are trading at a discount to their intrinsic values.

Mid-Cap Dividend Payers

FAM Equity-Income Fund

US> Mid-Cap > Growth

Sep 13, 2013

Companies with a track record of rising earnings and dividends are attractive to total return oriented investors. Paul Hogan and his team look for companies that have a history of growing dividends and earnings along with balance sheet strength to fund future growth.

Seeking Value

FAM Value Fund

US

Nov 19, 2009

Buying a stock is, above all, buying a stake in a business. Thus, it is not only imperative to understand business operations but also to value the business based on fundamental metrics. John Fox at FAM Value Fund applies a patient, long-term approach while looking for businesses that trade at a discount to intrinsic value.

Latent Earnings Power

FAM Small Cap Fund

GL> Real Estate >

Mar 13, 2015

The small-cap market segment has widened to include companies between $100 million to $4 billion. However, the smaller end of the market below $1 billion is the most fertile ground for investors willing to dig deeper. Thomas O. Putnam and Marc D. Roberts, who are at the helm of the FAM Small Cap Fund, are applying a time-tested approach to finding these undiscovered companies with latent earnings power.