Tag: episode_1619

PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

November 9, 2019
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

    Continuity is important in a firm’s:

  • Leadership
  • Investment philosophy
  • Goals
  • Discipline

Watch the related WEALTHTRACK episode.

ARKE & NEFF WEB EXTRA

November 9, 2019

AKRE: INDEPENDENT THINKING

Less than a decade ago, Great Investor Chuck Akre moved his offices from the Washington DC area to rural Virginia. The change in location has had the desired effect.

NEFF: MIND BROADENING

Akre Focus Fund’s co-portfolio manager John Neff is learning to recognize greatness outside of the investment field.

Watch the related WEALTHTRACK episode.

Finding Compounding Machines With The Great Investor, Chuck Akre & His Gen X Co-manager, John Neff

November 9, 2019

This page is here for technical reasons. Please click here for the episode page.

EXTRAORDINARY COMPOUNDING COMPANIES

November 8, 2019

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.
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PREMIUM – AKRE & NEFF

November 7, 2019

EXTRAORDINARY COMPANIES

Finding compounding machines with the great investor, Chuck Akre and his Gen X co-manager, John Neff

WEALTHTRACK Episode #1619; Originally Broadcast on November 08, 2019

Explore This Episode

We have compiled additional information and content related to this episode.


CHARLES “CHUCK” AKRE

JOHN NEFF

Consuelo MackNewsletter available soon.
Mathews Asia


PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

    Continuity is important in a firm’s:

  • Leadership
  • Investment philosophy
  • Goals
  • Discipline

No Bookshelf titles this week.


EXTRAORDINARY VALUE EXCHANGE
Buy Mastercard

MA Chart

MA data by YCharts


Mastercard Inc. (MA)
MA Chart

MA data by YCharts

Visa, Inc. (V)
V Chart

V data by YCharts

Moody’s Corporation (MCO)
MCO Chart

MCO data by YCharts

American Tower Corporation (AMT)
AMT Chart

AMT data by YCharts


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AKRE: INDEPENDENT THINKING

Less than a decade ago, Great Investor Chuck Akre moved his offices from the Washington DC area to rural Virginia. The change in location has had the desired effect.

NEFF: MIND BROADENING

Akre Focus Fund’s co-portfolio manager John Neff is learning to recognize greatness outside of the investment field.

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