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GURU AKRE

High RiskEQUITY
GURU AKRE
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
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GURU AKRE

GURU AKRE

About Kristal

Charles "Chuck" Akre has been in the securities business since 1968. For the first twenty one years, he was associated with the NYSE firm Johnston, Lemon & Co. in several executive capacities. He founded Akre Capital Management in 1989 and relocated the business to Middleburg, Virginia, in 2002, where it still resides.

Akre Capital Management is a long-term, concentrated value investment firm. Akre's and his team of analysts do intense research, and are known for their??contrarian investments, most notably in the cell phone tower space during 2001-2003.

Arke uses an investment philosophy that he calls the "three-legged stool" approach, which calls for examining business models, rates of return, and reinvestment opportunities. The stool is a reference to a three-legged milking stool he keeps in his office ??? because it is low to the ground, a farmer sitting on it would not fall far if it flipped over. The implication for investing is that if the economy is rattled, fund investors won't be hit with serious damage.

Kristal Advisors looks at the latest SEC filings as well as information available from the web via Akre and Akre Capital Management related new items to narrow down on a top 10 to 15 stock portfolio. This portfolio is adjusted for any hedges in the form of Puts and Calls the manager has and final composition is bought within 2 months of the relevant quarter end.

ReturnsLifetime20.22%
Returns1Y
This Kristal9.72%

Projected Returns

Investment ofper month
gives returns of :
at 9.72% / annum
$in 1 years
amount
for a time period of
time1Y
Returns % (CAGR)based on historic returns of 9.72% per annum
$
$
$+ 9.72%

Scheme Information

Sharpe 0.08
Volatility 233.67%
Max drawdown -79.29%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Notice period for subscription: 1 business day
Notice period of redemption: 2 business days
Redemption settlement: 5 business days
GURU AKRE