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Chuck Akre interview on Wealthtrack


Liberty
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Great interview. Thanks for posting.

 

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

 

http://www.marketwatch.com/story/top-manager-quits-mutual-fund-2009-08-05

 

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.

 

 

 

 

 

 

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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.

 

http://www.muddywatersresearch.com/research/amt/initiating-coverage-amt-full-report/

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