Chuck Akre on the Evolution of His Investment Philosophy

We had the great pleasure of speaking with Charles T. Akre, founder of Akre Capital Management, about the long-term evolution of his quality-oriented investment philosophy.

In the wide-ranging conversation, Chuck talks about his early days in investing, how he refined his investment approach over time, red flags when it comes to evaluating management teams, how some companies erode shareholder value imperceptibly but materially over time, and other topics related to long-term outperformance in investing.

The interview was conducted by Alex Gilchrist, research associate at MOI Global.

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Chuck Akre founded Akre Capital Management in 1989 after 21 years in the securities business at NYSE member firm Johnston, Lemon & Co. At Johnston, Lemon & Co., he managed various parts of the business, including branch management, research, and asset management. Beginning in June of 1993, Chuck operated the firm under the umbrella of Friedman, Billings, Ramsey & Co. Taking the business private again in 2000, he moved the firm to the rural village of Middleburg, Virginia.

Founded in 1989, Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with approximately $15.9 billion in private fund, mutual fund, and separately managed account assets as of February 28, 2021.