Chuck Akre

Chuck Akre

Last Update: 08-12-2016

Number of Stocks: 34
Number of New Stocks: 1

Total Value: $5,204 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Chuck Akre' s Profile & Performance

Profile

Chuck Akre is the founder of Akre Capital Management LLC. As of 2007, his firm manages $2.6 billion. He has been in the securities business since 1968, and continues to be the primary person responsible for his firm's investment advisory services and investment selection. Akre also serves as sub-advisor of FBR Small Cap. He was named to Barron's "Top 100 Mutual Fund Managers" list from 2003-2006, one of only two small cap growth managers to make the list four consecutive years.

Web Page:http://www.akrecapital.com/

Investing Philosophy

Chuck Akre employs a classic value approach in selecting companies for his portfolio. He likes to buy companies with strong business model demonstrating consistent earnings growth, high return on equity or high compound growth rate in book value per share. He also looks at the quality of the management. Ackre likes companies with a return on equity above 15%, shareholder friendly management, and a price to free cash flow ration below 15. Chuck Akre's portfolio turnover is remarkably low. His portfolio is also concentrated, with about 40 stocks, and his top four holdings typically make up over 40% of assets.

Total Holding History

Performance of Akre Capital Private Asset Man

YearReturn (%)S&P500 (%)Excess Gain (%)
201111.532.119.4
201018.515.063.4
200937.5426.4611.1
3-Year Cumulative81.8 (22%/year)48.6 (14.1%/year)33.2 (7.9%/year)
2008-42.92-37-5.9
20076.535.491.0
5-Year Cumulative10.5 (2%/year)-1.3 (-0.3%/year)11.8 (2.3%/year)
200625.3815.799.6
20055.094.910.2
200446.0210.8835.1
200340.2628.6811.6
2002-3.49-22.118.6
10-Year Cumulative187.9 (11.2%/year)33.3 (2.9%/year)154.6 (8.3%/year)
20012.4-11.8914.3
20005.57-9.114.7
19992.3821.04-18.7
199827.1428.58-1.4
199730.0533.36-3.3
15-Year Cumulative426.8 (11.7%/year)121.6 (5.4%/year)305.2 (6.3%/year)
199619.6922.96-3.3
199552.4737.5814.9
19942.931.321.6
19936.310.08-3.8
199214.747.627.1
20-Year Cumulative1106.9 (13.3%/year)350 (7.8%/year)756.9 (5.5%/year)
199138.3230.477.9
1990-6.88-3.1-3.8
19890.3331.69-31.4

Top Ranked Articles

The Cost of Complexity – Follow-Up Thoughts Using Peter Lynch's category method to reduce research complexity
Earlier this month I wrote an article called The Cost of Complexity. Read more...
Chuck Akre on Compounding Machine Notes on guru's conversation with Wealth Track
Renowned value investor Chuck Akre (Trades, Portfolio) gave this great interview on Wealth Track on the topic of compounding machine. This article is the compilation of my notes from this interview. The interview can be found on YouTube through the following link: Read more...
Chuck Akre Comments on Colfax Guru stock highlight
We wrote in the year-end letter about the negative experience the fund had with Colfax (NYSE:CFX) in 2015. Our experience has been more favorable so far in 2016, but we caution that we are not out of the woods yet. The outlook for industrial end-markets around the world, especially in emerging markets, remains uncertain. Nonetheless, some of the pessimism has eased and the stock market has responded accordingly with the share price smartly off the lows of earlier this year. Our original thesis concerning the company and its founding sponsors, Mitchell and Steven Rales, remains unchanged! Read more...
How Chuck Akre Beat the Market in 2015 and How He Is Positioned for 2016 Akre's concentrated portfolio went up in a tough year
When market volatility beset a number of mutual funds last year, Chuck Akre managed to beat the market and large cap value indexes. Read more...
Investor Chuck Akre Boosts Highest-Conviction Holdings Akre concentrates his portfolio in best stocks
Chuck Akre (Trades, Portfolio) oversees $4.9 billion in both private and public mutual fund investments at the Virginia-based asset management firm Akre Capital Management. His team concentrates their portfolio in a small number of positions that they believe have “extraordinary businesses,” honest management and wisely reinvested free cash flow – a trio it dubs “the three-legged stool.” Read more...
» More Chuck Akre Articles

Commentaries and Stories

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Rating: 4.7/5 (12 votes)

The Cost of Complexity – Follow-Up Thoughts Using Peter Lynch's category method to reduce research complexity Warren Buffett,Chuck Akre,Donald Yacktman,Martin W - The Cost Of Complexity – Follow-Up Thoughts
Earlier this month I wrote an article called The Cost of Complexity. More...

PETER LYNCH


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Akre Capital Buys Fortive, Sells Arlington Fund's new holding is a new business Chuck Akre,Dodge & Cox,Jim Simons - Akre Capital Buys Fortive, Sells Arlington
During the second quarter, Akre Capital Management LLC acquired one new holding and sold out of another. The fund bought Fortive Corp. (NYSE:FTV) and sold Arlington Asset Investment Corp. (NYSE:AI). More...

AKRE, SECOND, QUARTER, BUY, SELL, FORTIVE


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Akre Focus Fund Commentary 2nd Quarter 2016 Chuck Akre and managers discuss 'bumpy' quarter Chuck Akre - Akre Focus Fund Commentary 2nd Quarter 2016
Akre Focus Fund Commentary More...

  • Currently 5.00/5

Rating: 5.0/5 (4 votes)

Chuck Akre Comments on Colfax Guru stock highlight
We wrote in the year-end letter about the negative experience the fund had with Colfax (NYSE:CFX) in 2015. Our experience has been more favorable so far in 2016, but we caution that we are not out of the woods yet. The outlook for industrial end-markets around the world, especially in emerging markets, remains uncertain. Nonetheless, some of the pessimism has eased and the stock market has responded accordingly with the share price smartly off the lows of earlier this year. Our original thesis concerning the company and its founding sponsors, Mitchell and Steven Rales, remains unchanged! More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Akre Focus Fund Commentary First Quarter 2016 Review of holdings Chuck Akre - Akre Focus Fund Commentary First Quarter 2016
The Akre Focus Fund was up 1.64% for Retail shares and 1.75% for Institutional shares vs. 1.35% for the S&P 500 Total Return for the calendar quarter ending March 31, 2016. We wrote in the year-end letter about the negative experience the fund had with Colfax (NYSE:CFX) in 2015. Our experience has been more favorable so far in 2016, but we caution that we are not out of the woods yet. The outlook for industrial end-markets around the world, especially in emerging markets, remains uncertain. Nonetheless, some of the pessimism has eased and the stock market has responded accordingly with the share price smartly off the lows of earlier this year. Our original thesis concerning the company and its founding sponsors, Mitchell and Steven Rales, remains unchanged! More...

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Chuck Akre on the Rate of Return 'Suppose that the business (investment) is confronted with so many good reinvestment opportunities that they pay no dividend' Chuck Akre,Warren Buffett - Chuck Akre On The Rate Of Return
(Originally posted at Akre Capital Management website January 2015) More...

CHUCK AKRE,RATE OF RETURN,VALUE INVESTING,AKRE CAPITAL MANAGEMENT,LONG-TERM,


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O'Reilly and ConAgra Foods Are Outperforming the Market Guru stocks that have beaten the S&P 500 index Ruane Cunniff, Chuck Akre, Mario Gabelli - O'Reilly And ConAgra Foods Are Outperforming The Market
The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the last quarter. More...

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Chuck Akre Buys 1 New Stock, Sells 2 Others Akre closed out holding in Live Nation, owner of Ticketmaster Chuck Akre - Chuck Akre Buys 1 New Stock, Sells 2 Others
Chuck Akre (Trades, Portfolio) of Akre Capital Management made one new investment during the fourth quarter, purchasing 350,000 shares of Duluth Holdings (NASDAQ:DLTH) for an average price of $15.05 per share, according to data reported by GuruFocus Real Time Picks. More...

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Rating: 5.0/5 (4 votes)

How Chuck Akre Beat the Market in 2015 and How He Is Positioned for 2016 Akre's concentrated portfolio went up in a tough year Chuck Akre - How Chuck Akre Beat The Market In 2015 And How He Is Positioned For 2016
When market volatility beset a number of mutual funds last year, Chuck Akre managed to beat the market and large cap value indexes. More...

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Chuck Akre Comments on Colfax Guru stock highlight
The one short term blemish in an otherwise strongly performing group of businesses in the fund is Colfax (NYSE:CFX). Calendar year 2015 was a year that challenged Colfax significantly. Colfax is a company which we describe as an “asset allocator.” Their model is to acquire critically important industrial businesses which they can improve operationally and reinvest all the excess cash they generate stemming from the improvements they have instituted. True to their mission, management has made important improvements, especially in the welding business in terms of margin improvement. Our belief continues to be that the company’s shares are likely set up for a rebound in the coming year or two. More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Akre Focus Fund Commentary 4th Quarter 2015 Chuck Akre beats the market Chuck Akre - Akre Focus Fund Commentary 4th Quarter 2015
The market is more turbulent today than when we wrote to you last in October, and there will always be issues throughout the world to make us ill at ease. We continue to make progress in the United States, although not at the pace many would like to see. The U.S. stock market ended 2015 on a positive note, as measured by the S&P 500 TR, up 1.38% despite all the clamoring; the Akre Focus Fund was up 2.53% for Retail shares, and 2.76% for Institutional shares for the year. More...

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MasterCard, Visa and Lamar Advertising Are Among Chuck Akre's Stocks With High Dividend Yields LPL Financial Holdings, American Tower and Moody's Corporation are also top dividend producers Chuck Akre,Columbia Wanger,John Keeley,Pioneer Inv - MasterCard, Visa And Lamar Advertising Are Among Chuck Akre's Stocks With High Dividend Yields
Chuck Akre (Trades, Portfolio), founder of Akre Capital Management LLC, has nine stocks in his portfolio that are high dividend producers. More...

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Chuck Akre Adds to Existing Stakes in 3rd Quarter Guru beefs up stakes in American Tower, CarMax, Dollar Tree, MasterCard Chuck Akre - Chuck Akre Adds To Existing Stakes In 3rd Quarter
When Chuck Akre (Trades, Portfolio) of Akre Capital Management looks for investment opportunities, he looks for four things: Verifiable track records, solid competitive advantages, opportunities for growth or reinvestment and appealing purchase prices. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Investor Chuck Akre Boosts Highest-Conviction Holdings Akre concentrates his portfolio in best stocks Chuck Akre - Investor Chuck Akre Boosts Highest-Conviction Holdings
Chuck Akre (Trades, Portfolio) oversees $4.9 billion in both private and public mutual fund investments at the Virginia-based asset management firm Akre Capital Management. His team concentrates their portfolio in a small number of positions that they believe have “extraordinary businesses,” honest management and wisely reinvested free cash flow – a trio it dubs “the three-legged stool.” More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Akre Focus Fund Commentary Third Quarter 2015 Market and fund commentary Chuck Akre - Akre Focus Fund Commentary Third Quarter 2015
The Akre Focus Fund Retail Shares (AKREX) and Institutional Shares (AKRIX) returned -6.67% and -6.59%, respectively, net of fees and expenses in the third quarter of 2015 versus the S&P 500 TR with a return of -6.44% for the same period. More...

  • Currently 4.00/5

Rating: 4.0/5 (3 votes)

Akre Focus Fund Annual Letter Fund looks back at its sixth year performance Chuck Akre - Akre Focus Fund Annual Letter
Dear Fellow Shareholders: More...

CHUCK AKRE,AKRE CAPITAL MANAGEMENT,AKRE FOCUS FUND,ANNUAL LETTER,SHAREHOLDERS,


  • Currently 4.91/5

Rating: 4.9/5 (11 votes)

Chuck Akre on Compounding Machine Notes on guru's conversation with Wealth Track Chuck Akre - Chuck Akre On Compounding Machine
Renowned value investor Chuck Akre (Trades, Portfolio) gave this great interview on Wealth Track on the topic of compounding machine. This article is the compilation of my notes from this interview. The interview can be found on YouTube through the following link: More...

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Chuck Akre Sells Stake in Discovery Communications Guru adds to holdings in American Tower and Verisk Analytics Chuck Akre - Chuck Akre Sells Stake In Discovery Communications
A classic value approach guides Chuck Akre (Trades, Portfolio)’s investment decisions, and, by extension, his Akre Capital Private Asset Management. The firm’s recent track record illustrates how successful his approach has been, with returns of 11.53% in 2014, 18.5% in 2013 and 37.54% in 2012. More...

CHUCK AKRE, SECOND QUARTER, PORTFOLIO


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Akre Focus Fund Q2 2015 Commentary
Akre Focus Fund commentary for the second quarter ended June 30, 2015. More...

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Akre Focus Fund Commentary Second Quarter 2015
The Akre Focus Fund Retail Shares (AKREX) and Institutional Shares (AKRIX) returned 1.95% and 2.01%, respectively, net of fees and expenses in the second quarter of 2015 versus the S&P 500 TR with a return of 0.28% for the same period. More...

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