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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"Fenimore's Value Fund underperformed in Q1 due to insurance broker exposure amid rate softening and AI fears. Manager views AI disruption concerns as overblown for complex commercial businesses, adding to insurance brokers and S&P Global on weakness."
Fenimore's Value Fund underperformed in Q1 due to insurance broker exposure amid rate softening and AI fears. Manager views AI disruption concerns as overblown for complex commercial businesses, adding to insurance brokers and S&P Global on weakness. Strong earnings growth across holdings despite lagging stock prices has compressed valuations to compelling levels for long-term compounding.
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