Interest Compounding Machines

WEALTHTRACK
WEALTHTRACK
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Published 2019-11-08
We are always on the lookout for the exceptional on WEALTHTRACK. It’s not easy to find among actively managed mutual fund managers. Only 23% of actively managed funds in all major categories, including stocks, bonds, and real estate outperformed their passive index fund rivals over the last ten years. And only about 8% of U.S. large-cap funds outperformed passive, the smallest margin among all active fund categories winners. No wonder that active U.S. stock funds are experiencing substantial outflows and passive stock funds are gaining assets. In a historic shift, passive assets in U.S. equity funds recently surpassed those in actively managed ones for the first time ever.

This week’s guests are bucking all of those trends. They are active managers in primarily large-cap U.S. stocks. They have been beating the market and peers by substantial margins over the last decade and they are attracting more assets.

Joining us for a rare interview is Chuck Akre and John Neff of Akre Capital Management

WEALTHTRACK #1619 broadcast on November 08, 2019.

More info: wealthtrack.com/finding-compounding-machines-with-…
All Comments (14)
  • @gurusukh
    Akre is the Buffett of this generation. His investments in AMT, V, MA, DHR, ROP among others when they were relatively small businesses is something even Buffett can't match.
  • @InvestingEducation
    I did a video on Chuck Akre few weeks back. He is an exceptional manager. Great to see him again!
  • @regtomerlin
    I listen to very many of these and most of them are worthless
    This one is very good
    I intend to start acquiring this AKRE very slowly
    I'm certain we have a recession coming soon so I'm going very slowly
    I expect them to make us very wealthy and financially strong
    There are diamonds in the earth but searching long and hard will find them
  • @BradKaellner
    His Mastercard pick underperformed the S&P 500 over the last 2.25 years (16% vs 18%) but one could argue that MA had lower embedded risk. Also 2 years isn't much of a time horizon to gauge performance.
  • @rainmaker704
    There smiles tell it all. They making big money.
  • @scottprice4813
    Consuelo is in a league of her own with that hairdo 🤗
  • @SaintLaurent9269
    A large Cap Mutual fund with an expense ratio of 1.32 % ...👀....Way too expensive of a fund for AKRE
  • @premiumflow8670
    MCO was not a scapegoat. It is for me disappointing to see that even great investors (or people working for great investors) are hypocrites. I think, it is fine to own MCO, but do not sugarcoat it and describe things, what they are.