Latest Q&A Based Profiles ( 5 Interview )


Dividend Compounders

Mid-Cap > Core

FAM Dividend Focus Fund

OPMNX

Jan 1, 2020

While most dividend strategies focus on the same pool of large-cap companies, the FAM Dividend Focus Fund takes a different approach, with more exposure to the mid-cap space, where companies and dividends tend to grow faster. Running a concentrated portfolio of only about 30 names, fund manager Paul Hogan stresses

Latent Earnings Power

Real Estate > NA

FAM Small Cap Fund

AEEIX

Mar 3, 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

Quality Bias and Price Conscious

NA > NA

FAM Value Fund

EPLDX

Oct 10, 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

Mid-Cap Dividend Payers

Mid-Cap > Growth

FAM Equity-Income Fund

FGSCX

Sep 9, 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

NA > NA

FAM Value Fund

EPLDX

Nov 11, 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