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|Akre Capital Management, LLC|
|Last update 2021-08-13||25 Stocks (1 new)|
|Value $16.24 Bil||Turnover 4 %|
|Guru Portfolio Report Download|
Chuck Akre 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.