From Yahoo Finance: 2025-03-29 16:26:00

Akre Capital Management follows a disciplined investment philosophy emphasizing extraordinary businesses, strong management teams, and effective reinvestment strategies. Led by founder Chuck Akre, the firm prioritizes compounding investor capital at above-average rates while managing risk effectively.

Akre Capital’s investment strategy focuses on businesses with superior return profiles to outperform benchmarks. The firm’s long-term approach involves holding investments indefinitely and selling only when core aspects of the investment thesis are compromised. This patient and disciplined strategy sets Akre Capital apart in a market obsessed with short-term gains.

Akre Capital leverages market inefficiencies by investing in undervalued companies with strong long-term potential. The firm prioritizes economic value per share over short-term stock price movements, aiming for sustained growth over five- and ten-year periods. This steadfast commitment to its investment philosophy has consistently delivered on compounding capital while mitigating risk effectively.

Chuck Akre, with over five decades of asset management experience, founded Akre Capital Management in 1989. His deep understanding of securities and investment strategies, developed during his tenure at Johnston, Lemon & Co., laid the foundation for the firm’s approach. Akre’s leadership has shaped the firm’s long-term success, ensuring consistent capital growth for investors.

As of Q4 2024, Akre Capital Management manages approximately $11.56 billion in 13F securities, with its top ten holdings accounting for 94.82% of total assets. The firm’s highly concentrated portfolio reflects its commitment to selecting a small group of high-quality businesses with strong growth potential and disciplined management. This focused approach aligns with Akre Capital’s investment philosophy.

Danaher Corporation (NYSE:DHR) is a global conglomerate specializing in medical, industrial, and commercial products and services, with a strong emphasis on scientific and technological innovation. As of Q4 2024, Akre Capital held 1.78 million shares of DHR, valued at approximately $407 million. Hedge fund interest in DHR increased, with 101 out of 1,009 funds holding positions worth nearly $7.07 billion.

On January 28, 2025, Danaher reported its Q4 earnings, posting a net revenue of $6.54 billion, a 2% increase year over year. Despite a slight earnings miss, Danaher’s steady revenue growth and commitment to innovation reinforce its position as a key player in the healthcare and life sciences industries. This makes it one of the top stocks to buy according to Akre Capital Management.

Read more: Is Danaher Corporation (DHR) the Top Stock to Buy According to Akre Capital Management?