Fairpointe Capital

About

About

Fairpointe manages mid cap and all cap equity strategies for institutions and individuals. The Firm employs a disciplined fundamental bottom-up process to select companies that are inefficiently priced relative to their growth outlook.

AMG Funds From This Firm

AFPTX

Fairpointe ESG Equity Fund

The Fund seeks long-term total return through capital appreciation.

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CHTTX

Fairpointe Mid Cap Fund

The Fund seeks long-term total return through capital appreciation by investing primarily in common and preferred stocks and convertible securities.

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Approach & Philosophy

Philosophy and Approach

Our Philosophy

Fairpointe utilizes a disciplined, fundamental bottom-up, valuation-based process to select companies that are inefficiently priced relative to the earnings growth outlook over the next three to five years.

Our Approach

Fairpointe has a preference for companies with products and services that make their customers more efficient or profitable, and are critical to their success.  They look for:

  • Compelling business model
  • Experienced management
  • Financial strength
  • Attractive valuation

Fund Managers

Fund Managers

Thyra E. Zerhusen, CFA

CEO and Chief Investment Officer

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Brian Washkowiak, CFA

Portfolio Manager

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Mary L. Pierson

Co-Founder, Co-Chief Executive Officer

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Marie L. Lorden

Portfolio Manager and Co-Founder

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Insights

Insights

Diversification and the Impact of Income

A key tenet of successful investing is to remain invested and diversified so that your portfolio may benefit from the unpredictable nature of the market. However, how are these returns impacted by an investor's need for income?
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Laying a Bigger Nest Egg

The current investment environment makes retirement nest eggs less effective than many retirees had hoped. Understanding potential retirement income shortfalls is a critical first step. The hard part–developing a plan to avoid that shortfall–comes next.
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How Much Do You Need to Retire?

Uncertainty over the future of Social Security, longer life expectancy, and inflation all factor into how much income you’ll need in retirement. Your annual retirement income requirement has the potential to be significantly higher than what you anticipate.
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