🪑 The investment strategy of Chuck Akre

Chuck Akre, the founder of the Akre Focus Fund, has spent over five decades refining his framework for investing. Like many quality focused investors, he prioritises business quality over valuation, and manages his portfolio patiently and with a long-term mindset.

The three investors that I would say have inspired me the most are Terry Smith, Dev Kantesaria and Aswath Damodaran. Chuck Akre is in a very close fourth position.

I've put together the below breakdown of Chuck's strategy, based on his own words. It’s divided into how he approaches business quality, then how he consider valuation, before finally looking into his views on portfolio management and the companies in his portfolio.