Charles T. “Chuck” Akre Jr. on Quality Businesses

2 INDEXED REFERENCES2009–20092 SHOWN FREE

Wonderful franchises earning high returns on capital.

SELECTED REFERENCES

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.

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