Anne Putnam

Fenimore is a bottom-up manager that seeks to invest in companies that are well managed, financially sound and that are considered to be undervalued in the marketplace. Their investment philosophy is based on the premise that securities should be selected for sound economic principles. In general, this means that stocks are selected for client portfolios based on their potential for economic growth, market recognition and capital gain while fixed income securities are selected based on their potential for financial stability and payment of all interest outstanding and return of principal in an unencumbered fashion.

Danforth focuses on investing in large-cap, blue chip companies that fall within the S&P 500 index. Their primary investment objective is to make all accounts grow, with reasonable caution, fast enough to reach a goal of future financial security. Before starting an account, they learn about their client's investment goals, risk tolerance, time horizon and overall financial picture. Once funded, their investment committee reviews each account and creates a diversified portfolio of domestic common stocks specifically tailored to each client. Danforth's investment committee uses a top-down investment approach. First, they select a group of winning industries within the S&P 500. Then, from among those winning industries, a group of winning stocks is selected. Through their disciplined investment approach, they identify those attractive industries that are most likely to outperform the market in the future. When selecting stocks within those industries, they conduct fundamental and technical analysis. Danforth seeks out companies that can reliably increase and sustain their long-term earnings because of compelling competitive advantages. They look for companies with industry leading products and services, stable or increasing profit margins, economies of scale, purchasing power, superior management and exceptional financial strength. Their analysis also includes six primary selection yardsticks to sift out the best opportunities: comparative strength index, value analysis, growth momentum, stability, risk and quality. Their research capabilities include numerous subscriptions to independent research as well as institutional research from Wall Street, but the investment committee makes final stock selections.

Functions as a College/University

Functions as a College/University