15 SOURCES4 INDEXED REFERENCES1989–2025
The “three-legged stool” (business quality, management, reinvestment) framework corpus: white papers on akrecapital.com, the recovered 1988 shareholder letter, the ILTB Episode 135 interview (re-dated to Jun 18, 2019), a
THE RECORD
The “three-legged stool” (business quality, management, reinvestment) framework corpus: white papers on akrecapital.com, the recovered 1988 shareholder letter, the ILTB Episode 135 interview (re-dated to Jun 18, 2019), and quarterly fund commentaries. The 2009–2022 commentary run needs Wayback/fiscal.ai recovery.
SELECTED PUBLIC REFERENCES
2025 · Documented public record
Akre press release (Yahoo mirror)
Decision — Completed mutual-fund→ETF conversion (AKRE, NYSE Arca). Context: ~$11.2B at conversion — one of the largest MF→ETF conversions ever; Form 485/425 on EDGAR. Outcome (known): Conversion completed; ETF trades as AKRE; John Neff CEO/CIO.
2009 · Documented public record
EDGAR CIK 811030 N-CSR run
Decision — Launched Akre Focus Fund. Context: Mutual-fund vehicle for the three-legged-stool strategy. Outcome (known): Ran 16 years as a mutual fund; commentaries quarterly.
2009 · Documented public record
Akre Focus commentaries
Decision — Built the compounder book (Constellation Software, Moody’s, Mastercard-style). Context: Three-legged-stool case studies in quarterly commentaries — verify each name in commentary text before tagging. Outcome (known): Long-running compounder track record documented in fund commentary.
1989 · Documented public record
akrecapital.com
Decision — Founded Akre Capital Management. Context: After the 1970s brokerage career; 1988 letter is the earliest artifact. Outcome (known): Firm continues under successor leadership.
CONNECTED INVESTORS
Charles shares documented ground with the investors below — themes both return to, companies both discuss. The strength comes from the indexed passages themselves.
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TOP COMPANIES
Companies appear once the collection lands.