The Broad Run team is a group of investment professionals who work to identify durable, high-quality businesses whose long-term growth prospects are undervalued by the market. The company was founded in 2012 and currently has clients including endowments, foundations, and family offices among others. the company is based in Washington D.C.
Broad Run Investment Management holds a diversified portfolio with a strategic emphasis on high-quality stocks. The top five investment holdings of Broad Run showcase a blend of stability and growth across various industries:
1. Brookfield Corporation - Ordinary Shares - Class A: This leading global alternative asset manager forms 8.8% of Broad Run's portfolio, reflecting confidence in long-term value creation from real estate, infrastructure, renewable power, private equity, and credit.
2. Markel Group Inc.: Comprising 8.5% of the portfolio, Markel operates as a diverse financial holding company offering insurance, reinsurance, and investment operations globally, indicating Broad Run's inclination towards resilient financial sector investments.
3. O'Reilly Automotive, Inc.: Also representing 8.5% of their investment mix, this company is a giant in aftermarket automotive parts, accessories, tools, and supplies, appealing to Broad Run for its strong market position and steady growth prospects within the auto retail industry.
4. Aon plc - Ordinary Shares - Class A: At 8.1%, Aon is included as a professional services firm providing risk, retirement, and health solutions—a testament to Broad Run's strategy in investing in companies with a global reach and influential market presence in essential service sectors.
5. Applied Materials Inc.: Holding 7.3% of Broad Run's portfolio share, this corporation leads in materials engineering solutions used to produce virtually every new chip and advanced display, pointing towards a forward-looking stance on technology infrastructure development.
For potential investors, Broad Run's selection of these cornerstone investments indicates a balanced approach targeting companies poised for enduring success and innovation, substantiating their stature in the investment community.
