From Yahoo Finance: 2025-03-29 10:05:00

Akre Capital Management follows a disciplined investment philosophy focusing on exceptional businesses managed by capable leaders who reinvest wisely. Chuck Akre, the founder, emphasizes extraordinary businesses, strong management teams, and effective reinvestment strategies. The firm seeks to compound investor capital at above-average rates with lower risk. Akre Capital’s strategy centers on long-term returns correlating with the return on an owner’s capital, aiming to outperform the average return on U.S. equities by selecting businesses with superior return profiles. The firm’s patient and disciplined approach prioritizes long-term growth over short-term market fluctuations, distinguishing it from many asset managers.

Akre Capital does not set specific sell targets when acquiring shares, intending to hold investments indefinitely unless one of the core aspects of the investment philosophy is compromised. The firm focuses on acquiring undervalued companies with strong long-term potential, leveraging market inefficiencies created by short-term earnings reports. By prioritizing economic value per share over short-term stock price movements, Akre Capital consistently achieves its goal of compounding capital while mitigating risk. With a commitment to its investment philosophy, the firm capitalizes on market opportunities for sustainable wealth accumulation.

Chuck Akre, Jr., a seasoned asset manager with over five decades of experience, founded Akre Capital Management in 1989 after gaining expertise in research, asset management, and branch operations. As Chairman of Akre Capital, Chuck Akre shapes the firm’s long-term success, ensuring consistent capital growth for investors. Under his leadership, the firm adheres to a focused and patient investment process, emphasizing independence and a long-term approach. Chuck Akre’s commitment to compounding capital at superior rates and maintaining a disciplined investment approach continues to influence the investment world significantly.

As of its most recent filing for the fourth quarter of 2024, Akre Capital Management manages approximately $11.56 billion in 13F securities, maintaining a highly concentrated portfolio with the top ten holdings accounting for 94.82% of total assets. The firm’s focused investment approach reflects a commitment to selecting high-quality businesses with strong growth potential and disciplined management. By prioritizing a small group of businesses, Akre Capital aims to generate sustainable wealth accumulation for investors.

Visa Inc. (NYSE:V), a global leader in financial services specializing in electronic funds transfers, announced strong first-quarter financial results on January 30, 2025, surpassing market expectations. The company reported earnings per share (EPS) of $2.75, a 14% year-over-year increase, and net revenue of $9.51 billion, a 10% increase from the previous year. Visa’s performance was driven by increased transaction volumes and a rise in digital payments worldwide, positioning it well for sustained growth in the digital payments landscape.

Visa Inc. (NYSE:V) continues to demonstrate robust financial performance, reflecting strong consumer spending during the holiday season and an overall increase in payment volume. The company’s 11% rise in net income and 10% revenue growth underscore its ability to leverage its extensive network and technological innovations for sustained growth. By focusing on enhancing its payment ecosystem and strategic expansion, Visa remains a key player in shaping the future of digital payments.



Read more at Yahoo Finance: Visa Inc. (V) is a Forever Stock with Large Moat According to Akre Capital Management