Charles T. Akre founded Akre Capital Management in 1989. The Investment philosophy is long-term value investing. The "three-legged stool" approach to investing was created by Charles Akre and it requires examining business models, rates of return, as well as reinvestment opportunities. They invest in a small number of stocks that they believe to be exceptional businesses.
Chuck Akre's investment strategy is embodied in his top five stock holdings. Mastercard Incorporated, with its reliable payment processing network, commands a significant 19.1% of his portfolio. Closely following is Moody’s Corp., noted for its essential credit rating services, representing 14.5%. Investment firm KKR & Co. Inc. captures Akre’s interest at 13.1%, aligning with his focus on financial sector growth. Additionally, American Tower Corp., which specializes in wireless and broadcast communications infrastructure, constitutes 10.3% of the investments. Lastly, O’Reilly Automotive, Inc., steering through the automotive aftermarket service industry, rounds up his preferences by holding 9.3%. These choices illuminate Chuck Akre's portfolio concentration in enduring businesses with strong market positions, hinting at his investment acumen centered around long-term value and stability.