In an episode of Wealthrack that aired in November, host Consuelo Mack interviewed Akre Capital Management founder Chuck Akre and partner John Neff about their firm’s stock picking strategy that…
Tag: Chuck Akre
The Risks Of (Over-)Diversification
While many mutual fund managers have hundreds of stocks in their portfolios as a way to diversify away stock specific risk, James K. Glassman says you can get nearly the same…
Akre On Finding "Compounding Machines"
Chuck Akre’s focused fund has been an excellent long term performer, and he recently talked with WealthTrack’s Consuelo Mack about how he targets “compounding machines” — companies that generate high…
How -- And Where -- Chuck Akre Finds Value
Top fund manager Chuck Akre has been finding a lot of value in both the financial services industry and the discount retail industry, according to a Wall Street Journal piece…
Why Akre Sees Stagflation Ahead
Top fund manager Chuck Akre says a constrained consumer will mean continued slow growth for the U.S. — part of why he sees stagflation coming. Akre tells Bloomberg that robust…
Akre Likes Discounters
Top value investor Chuck Akre has built on his excellent long-term track record this year, and now he’s high on discount retailers and at least one cell phone tower company.…
Akre: Focus on Pricing Power
Top value fund manager Chuck Akre says that amid an uncertain economic environment and with inflation looming as a possible issue, companies with pricing power are attractive investments. “At the…
Akre: Fundamental Analysis Is Critical
Top value investor Chuck Akre says that, while the 2008 financial crisis has led him to incorporate more of his macroeconomic views into his investment decisions, fundamental analysis remains the…
Akre Cautious, But Finding Values
Top value investor Chuck Akre says he’s remaining cautious on the stock market, though he’s finding a number of picks that he says are low-risk, high-reward options. “The US is…
Akre Looks to Bargain Retailers
Top value fund manager Chuck Akre says he’s holding the lowest level of cash in his new fund since it launched more than a year ago. Akre tells Bloomberg that…
