Analyze the fund akre focus fund retail class having symbol akrex for type mutualfunds and perform research on other mutual funds. I needed to figure out what made a good investor 3. Chuck akre on how to find companies with high rates of return. Fitzpatrick professor of value investing at the university of alabama. Chuck akre trades, portfolio from akre capital management at the value investor conference, which was held in omaha on may 12, the days before the berkshire. Annual value investor conference at the university of nebraska, college of business administration prior to the berkshire hathaway annual meeting. Below are notes and the slideshow presentation from chuck akre of akre capital management. Many people think of us as a value investor and others ask whether we are a value or a growth investor.
This is the transcript of chuck akre s presentation to the 8th annual value investor conference in april 2011, omaha, right before the annual shareholder meeting of berkshire hathaway. Tracking charles akres akre capital management portfolio. Chuck akre trades, portfolio from akre capital management at the value investor conference, which was held in omaha on may 1. Jun 16, 2016 the upcoming 9th annual value investor conference will be held may 3 4, 2012, again in omaha. Mentally and emotionally stable, admirably sensible, realistic, an. Some insight on lou simpson and how he works value investing world.
Jan 01, 20 based on interviews with the worlds mostsuccessful value investors, the art of value investing, by john heins and whitney tilson, offers a comprehensive set of answers to the questions every equity money manager should have thought through clearly before holding himself or herself out as a worthy steward of other peoples money. Chuck akre is the founder of akre capital management and portfolio manager of the. David einhorns speech at value investing congress 2006 pdf. Chuck akre, john neff, tom saberhagen, chris cerrone, akre capital. Chuck akre s presentation to the 8th annual value investor conference. Through his annual letters and a few insightful value investor insight. Seeks highreturnoncapital businesses with excellent future reinvestment opportunities that are not fully appreciated by the market.
I was wondering if you would give a little bit of insight as to how to mentally run through that process, in terms of quality of the business, potential compounding, all. After hours podcast, taylor, brewster, and carlisle. Interview with chuck akre, ceo, akre capital management. Value investor insight november 27, 20 the leading authority on value investing repetitive advantage identifying highquality, growing companies is far easier than not paying up to own them. Chuck akre striving for sustained, uninterrupted compounding over long periods of time is smart investing, and thats precisely our goal. Robert robotti mining the outoffavor for deep bargains and finding them today in builders firstsource, westlake, atwood and panhandle. Chuck akre on finding companies with high rates of return.
Apr 14, 2018 chuck akre, ceo, akre capital management ill tell you a quick anecdote. And back in the 1980s, he interviewed warren buffett and he said, well, what advice can you give somebody who wants to be a good investor. Read as many investment books as you can get your hands on. Mar 10, 2017 chuck discusses the following in his talk. He has a great book for beginners called the little book that builds wealth and another one that is a little more advanced and goes into how to value different. Weve started to say, were neither, we are a compounding investor. After five years together as the analytical team supporting chuck akres markettrouncing fbr focus fund, brian macauley, david rainey and ira rothberg were given a straightfoward mandate in taking over the funds management upon akres departure in mid2009. Great ideas, the scarce and valuable currency of successful investing.
Value investor november 30, 2006 alpha from omega lee cooperman began his storied wall street career before many of todays. Value investor december 28, 2011 inside this issue features investor insight. Charlie munger in a recent interview with fortune said, i have a habit in life, i observe what works and what doesnt work and why. Ill first reference chuck akres three legged stool. This is the transcript of chuck akres presentation to the 8th annual value investor conference in april 2011, omaha, right before the annual shareholder meeting of berkshire hathaway. The morningstar rating for funds, or star rating, is calculated for managed products including mutual funds, variable annuity and variable life subaccounts, exchangetraded funds, closedend funds, and separate accounts with at least a threeyear history. Said he read the intelligent investor as well as business biographies. Annual value investor conference, university of nebraska at omaha. Chuck akre seeking high potential growth combined with modest valuation and. Investor chuck akre boosts highestconviction holdings. Chuck akre the art of not selling stock screener the.
Jan 09, 2017 i firmly believe it is our investor base they act and think like owners rather than traders, which enables us to wait for exceptional opportunities. The akre focus fund is distributed by quasar distributors, llc. All the masters have it but none more so than chuck akre. Robert kleinschmidt bucking the consensus to find mispriced value in such firms as cbre. The search for outstanding investments november12011 this is chuck akre s talk from 8th annual value investor conference in may 2011, omaha, right before the annual shareholder meeting of berkshire hathaway. View mutual fund news, mutual fund market and mutual fund interest rates. Value investor insight is published online and in pdf format monthly for paid subscribers at trial subscribers will have access to two trial issues online and will receive vii bonus content via email during their trial period. Aug 04, 2019 one of the traits that sets the great investors apart is the ability to be grounded to remain calm under pressure and sensible when things get hairy. May 16, 2014 great investor chuck akre explains how he finds compounding machines companies that produce high rates of returns for shareholders. Interview with chuck akre, ceo, akre capital management get the full seth klarman series in. The search for outstanding investments get the timeless reading ebook in pdf get the entire 10part series on timeless reading in pdf. He cofounded geoinvesting to bring institutional quality investment research to the individual investor and help broaden the awareness of the opportunities that exist in the inefficient microcap universe. Founded in 1989, akre capital management, llc, is an asset management firm located in middleburg, virginia.
Chuck akre uses the visual analogy of an early 20th century three. Chuck akre is an illustrious investor with a 29year track record and is the founder, chairman and chief investment officer of akre capital management. Chuck akre and his search for outstanding investments. His team concentrates their portfolio in a small number of positions that they believe have extraordinary businesses, honest management and wisely reinvested free cash. Presentation from value investing congress continuing our coverage, today were posting up more notes from the value investing congress. Investor insight chuck akre akre capital management investment focus. Premium value investing speakers and attendees from 6 continents and over 50 countries.
Its a loose summary of my experience in the investing business. Warren was a student of ben graham at columbia where he learned the important balance sheet value method of investing. The upcoming 9th annual value investor conference will be held may 3 4, 2012, again in omaha. Chuck akre seeking high potential growth combined with modest valuation and finding it in td ameritrade, ross stores, enstar and markel.
Broad run finding value investments in growing companies such. This is chuck akres talk from 8th annual value investor conference in may 2011, omaha, right before the annual shareholder meeting of berkshire hathaway. Chuck founded akre capital management in 1989 after 21 years in the securities. The top three positions are american tower, mastercard, and moody. Valueinvestor broad run investment management, llc. The managers of broad run investment have excelled at both. Insight november 27, 20 the leading authority on value investing repetitive advantage identifying highquality, growing companies is far easier than not paying up to own them. Akre capital management added kkr during the quarter. Words of wisdom and advice for aspiring value investors moi. So having observed chuck and other value investors like buffett and.
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