Chuck Akre

Chuck Akre

Last Update: 02-12-2016

Number of Stocks: 34
Number of New Stocks: 1

Total Value: $4,504 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

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...
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. Read more...
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 (Trades, Portfolio), founder of Akre Capital Management LLC, has nine stocks in his portfolio that are high dividend producers. Read more...
Chuck Akre Adds to Existing Stakes in 3rd Quarter Guru beefs up stakes in American Tower, CarMax, Dollar Tree, MasterCard
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. 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

  • Currently 5.00/5

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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Rating: 0.0/5 (0 votes)

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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Chuck Akre Invests in American Tower in First Quarter Chuck Akre - Chuck Akre Invests In American Tower In First Quarter
Guru Chuck Akre (Trades, Portfolio)’s only new buy in the first quarter – American Tower Corp (NYSE:AMT) – was sufficient to make that stake the second-most valuable in his portfolio behind MasterCard Inc (NYSE:MA). More...

Chuck Akre, American Tower


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Chuck Akre Keeps Buying Roper Industries
Chuck Akre (Trades, Portfolio) is the founder of Akre Capital Management LLC. 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. 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. Chuck Akre (Trades, Portfolio) 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. More...

LONG, INDUSTRIALS


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Akre Focus Fund Commentary First Quarter 2015
The first quarter was largely uneventful, once we got past January’s significant declines in the stock market. Our view of the current environment is that across the globe there are many, many things which are worrisome and often frightening. We also believe that this has always been the case. Our strategy, unchanged over the years, is to own very high quality businesses (exceptional businesses, in our parlance), which are run by managers who treat us as partners and where there exists a meaningful opportunity to reinvest cash flows at potentially above-average rates of return. More...

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Rating: 5.0/5 (1 vote)

Analyzing Chuck Akre's Top Buys: CarMax Chuck Akre - Analyzing Chuck Akre's Top Buys: CarMax
Chuck Akre (Trades, Portfolio) is the founder of Akre Capital Management LLC. 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. He was on 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. 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. More...

LONG, RETAILERS


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Analyzing Chuck Akre's Top Holdings: Roper Industries
Chuck Akre (Trades, Portfolio) is the founder of Akre Capital Management LLC. 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. 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. Chuck Akre (Trades, Portfolio) 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. More...

LONG, INDUSTRIALS, Chuck Akre, Roper Industries


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Rating: 5.0/5 (1 vote)

Akre Focus Fund 4th Quarter 2014 Commentary
The fourth quarter turned out to be the strongest of the year. And, as we shared with you in the third quarter letter, we began to put excess capital to work in the fall. We remain pleased with the holdings in the portfolio and feel there have been few surprises in the operating experiences of the Fund’s holdings. We remain optimistic as to the continuation of strong operating performance, given the nature of the businesses owned. As usual, we are not waiting with baited breath for the release of earnings reports or other corporate filings. We are able to move beyond that precisely because of our investment philosophy and implementation. More...

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Akre Adds to Stakes in Third Quarter Chuck Akre - Akre Adds To Stakes In Third Quarter
An English literature major in college, guru Chuck Akre (Trades, Portfolio)’s education didn’t appear – on the surface – to prepare him for a career in finance. Upon his graduation from college, he considered going to medical school before opting for the path he took – a path that ultimately led him to start his own firm, Akre Capital Management, in 1989. More...

Chuck Akre, Discovery Communications


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Rating: 4.5/5 (6 votes)

Bargain Hunting Among the All-Time High List Chuck Akre - Bargain Hunting Among The All-Time High List
Most value investors use the 52 week low or all-time low stock list as a screening tool. I myself was certainly in that camp. Logically speaking, it makes sense to shop in the bargain department as demonstrated by lowest prices. More...

BRK.B, CFX, DHR, WFC, MTB,V,MA,JPM


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User Comments

Davecvet
ReplyDavecvet - 2 years ago
I am a friend of Pat Lewis and he told me to contact Mr Akre regarding investments. How do I make contact with Mr Akre other than this site to discuss investmenting?

thank you

dave capraro

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