ALRM - Akre Focus Fund Commentary - First Quarter 2021
- The Akre Focus Fund was launched on August 31, 2009, and currently has net assets of ~$16.4 billion as of April 30, 2021. The Fund is non-diversified and maintains a focused portfolio of investments.
- The Akre Focus Fund’s first quarter 2021 performance for the Institutional share class was 3.98% compared with S&P 500 Total Return at 6.17%.
- The largest five positive contributors to performance during the quarter were CarMax, KKR, Topicus.com, American Tower, and O’Reilly Automotive.
- The largest five detractors from performance this quarter were Costar Group, Verisk Analytics, Roper Technologies, Visa, and Alarm.com.
For further details see:
Akre Focus Fund Commentary - First Quarter 2021