Chuck Akre

Chuck Akre

Akre Capital Management, LLC
Last update 2020-02-14 25 Stocks (2 new)
Value $10.91 Bil Turnover 3 %
Guru Portfolio Report Download

Chuck Akre 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.

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.
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Performance of Akre Capital Private Asset Man

Year Return % S&P500 % Excess Gain %
2011 11.53 1.9 9.6
2010 18.5 15.05 3.4
2009 37.54 26.35 11.2
3-Year Cumulative (2009-2011) 81.78 (22.04/Year) 48.13 (13.99/Year) 33.65 (8.05/Year)
2008 -42.92 -36.79 -6.1
2007 6.53 5.15 1.4
5-Year Cumulative (2007-2011) 10.53 (2.02/Year) -1.53 (-0.31/Year) 12.06 (2.33/Year)
2006 25.38 15.84 9.5
2005 5.09 4.83 0.3
2004 46.02 10.7 35.3
2003 40.26 28.18 12.1
2002 -3.49 -21.58 18.1
10-Year Cumulative (2002-2011) 187.87 (11.15/Year) 33.04 (2.90/Year) 154.83 (8.25/Year)
2001 2.4 -11.76 14.2
2000 5.57 -9.75 15.3
1999 2.38 20.38 -18
1998 27.14 28.69 -1.6
1997 30.05 33.49 -3.4
15-Year Cumulative (1997-2011) 426.81 (11.71/Year) 119.09 (5.37/Year) 307.72 (6.34/Year)
1996 19.69 22.5 -2.8
1995 52.47 38.06 14.4
1994 2.93 0.38 2.6
1993 6.3 10.08 -3.8
1992 14.74 7.62 7.1
20-Year Cumulative (1992-2011) 1106.93 (13.26/Year) 340.64 (7.70/Year) 766.29 (5.56/Year)
1991 38.32 30.47 7.9
1990 -6.88 -3.1 -3.8
1989 0.33 31.69 -31.4

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