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Akre Focus Ret

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  1. 3 Good Stock Funds Provide Pronounced Sector Preferences

    In the current benign volatility environment, it is useful to look at sector concentration.

  2. Flows + Bloat = Headaches for Funds

    Goldilocks knows there are problems with being too hot or too cold.

  3. Buy the Unloved 2017

    Leaning against flow and performance trends can be beneficial.

  4. Know Your Fund Company's Achilles' Heel

    Ideas for complementing a portfolio skewed toward one fund company.

  5. Seeking Small-Cap Moats: Badger Meter

    Flow measurement company Badger Meter's long growth runway and likely narrow moat make it a promising name for patient investors.

  6. Chuck Akre on the Search for Compounding Machines

    A growth maverick shares his ideas.

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