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Fenimore Asset Management’s Q4 2025 Investor Letter

Fenimore Asset Management, an investment management company, released its Q4 2025 investor letter. The stock market was solid in 2025 but volatile, as investors balanced AI enthusiasm, economic uncertainty, and monetary policy concerns.  The summer rally was driven by AI-related spending and economic resiliency, whereas the fourth quarter saw a more volatile market due to valuation pressures and macro uncertainty. Stocks from the large-cap technology and communication services sectors led the market in the quarter, with the S&P 500 Index rising 2.66%. The firm believes that the trend of...