Jump to content

Chuck Akre interview on Wealthtrack


Recommended Posts

Great interview. Thanks for posting.


Side question: Does anyone have Akre track record, going as far back as possible? Thanks.




13% annualized from Dec 1996 to Aug 2009 as a manager of FBR Focus Fund. The end date is not far from the bottom of the crisis. I would venture a guess that he was averaging better than 15% before the crisis.







Link to comment
Share on other sites

Interesting that American Towers is one of his largest holdings. He had a very good narrative about it in the interview: future increase in demand for cell towers with increase in speed over time (3G to 4G to....etc). Last year (and 50% ago) there was a short counter argument claiming their overseas investments are destroying value and that data usage growth will circumvent cell towers. I don't have a strong opinion personally but interesting to hear two opposing intelligent points of view.



Link to comment
Share on other sites

  • 1 year later...
  • 2 years later...
  • 1 year later...

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...