Chuck Akre

Chuck Akre

Last Update: 02-13-2017

Number of Stocks: 33
Number of New Stocks: 2

Total Value: $5,451 Mil
Q/Q Turnover: 6%

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

Commentaries and Stories

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Rating: 5.0/5 (2 votes)

Akre Focus Fund Commentary First Quarter 2017 Overview and outlook from Chuck Akre Chuck Akre - Akre Focus Fund Commentary First Quarter 2017
Our first quarter performance for the Institutional share class was +6.06% compared with S&P 500 Total Return at +6.07%. For the 1-year period ended March 31, 2017, the performance for the Institutional share class was +13.21% compared with the S&P 500 Total Return at 17.17%. More...

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Rating: 5.0/5 (2 votes)

High Predictability Guru Stocks All-in-One Screener ranked companies based on moat, price Chuck Akre,Jim Simons,David Carlson,Ron Baron,Mann - High Predictability Guru Stocks
According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability ratings, and total return since the beginning of the year is positive. At least five gurus are shareholders in the companies. More...

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Rating: 5.0/5 (8 votes)

The Guru Who Hunts for 'Compounding Machines' Chuck Akre thinks companies should produce more than just above-average returns—he also wants high returns on reinvested profits Chuck Akre -  The Guru Who Hunts For 'Compounding Machines'
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GURUS, INVESTING GURUS, CHUCK AKRE, AKRE CAPITAL MANAGEMENT, VALUE INVESTOR, GROWTH INVESTOR, COMPOUNDING, COMPOUNDING MACHINES, INVESTMENT PHILOSOPHY, THOMAS WILLIAMS PHELPS


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Chuck Akre Buys Moody's and Dollar General, Sells MasterCard The guru's largest 4th-quarter trades Chuck Akre,Diamond Hill Capital,Joel Greenblatt,Ma - Chuck Akre Buys Moody's And Dollar General, Sells MasterCard
Chuck Akre (Trades, Portfolio) is the founder of Akre Capital Management LLC. During the fourth quarter the guru traded shares in the following stocks: More...

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High Predictability Stocks: T. Rowe Price, Roper Tech All-in-One Screener ranked companies based on earnings, moat, price Chuck Akre,Ron Baron,Eric Mindich,Columbia Wanger, - High Predictability Stocks: T. Rowe Price, Roper Tech
According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability rating ratings. At least five gurus are shareholders. More...

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Rating: 5.0/5 (1 vote)

Akre Focus Fund Commentary 4th Quarter 2016 Review of markets and strategy Chuck Akre - Akre Focus Fund Commentary 4th Quarter 2016
In the fourth quarter, the Akre Focus Fund was up 0.14% for Retail shares and 0.22% for Institutional shares vs. 3.82% for the S&P 500 Total Return. For the full year, the Akre Focus Fund was up 8.29% for Retail shares and 8.60% for Institutional shares vs. 11.96% for the S&P 500 Total Return. Another way to look at it is that for 2016 we went from being just ahead of the market at the end of Q3 to being behind the market at year-end after the election. More...

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Steven Romick's Best Investments of the Year TD Ameritrade is guru's top performer of 2016 Steven Romick,Chuck Akre,Pioneer Investments,Chuck - Steven Romick's Best Investments Of The Year
Steven Romick (Trades, Portfolio) is the portfolio manager of FPA Crescent Fund. He manages a portfolio composed of 50 stocks with a total value of $9.337 billion. The following are the best performers of his investments this year. More...

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Rating: 5.0/5 (4 votes)

23 Questions With François Rochon of Giverny Capital 'Well it is easier to know when you are right than when you are wrong. I want to be patient but not stubborn' Warren Buffett,Chuck Akre - 23 Questions With François Rochon Of Giverny Capital
1. How and why did you get started investing? What is your background? More...

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Rating: 5.0/5 (8 votes)

Humble Attempt to Trumpet a Misjudgment A reflection on what went wrong and what I could have done better with an investment Charlie Munger,Chuck Akre,Tom Gayner - Humble Attempt To Trumpet A Misjudgment
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Chuck Akre's Best Investments of the Year Assets with the highest returns year to date Chuck Akre,Spiros Segalas,David Carlson,Jim Simons - Chuck Akre's Best Investments Of The Year
Chuck Akre (Trades, Portfolio) is the founder of Akre Capital Management LLC. As of 2007, his firm managed $5.2 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. The following are the best performers of his investments this year. More...

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Akre Focus Fund Commentary Third Quarter 2016 View on investing Chuck Akre - Akre Focus Fund Commentary Third Quarter 2016
By now, you have no doubt read or listened to tons of opinions about what action you need to take depending on the outcome of the election. As you might expect, we will ignore this “wisdom.” Our reasoning is simple. The United States economy will continue to plug along, and we believe a select group of businesses will continue to perform at an above-average rate. Their business models will not be turned upside down because of an election outcome. More...

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Rating: 4.7/5 (13 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...

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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...

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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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