Akre’s 10-year performance of 300% (!) is a masterclass in patience, concentration, and business-first investing.
He sold everything, bought puts on last quarter’s favorites, and left one lonely long. Here’s what it means (or doesn’t).
When the market panics, this fund makes money. Their secret? Land and BTC.
Copying the GOAT sounds smart... until you see what really outperformed.
The market’s down. Their portfolio’s down. But Bender Roberts isn’t flinching — and history says you might not want to either.
You’ve probably never heard of them. But they crushed the S&P — and their new portfolio just dropped.
... and they’re still all-in on the same stock.
A data-backed look at how two under-the-radar funds crushed 2018 — and what their portfolios reveal in 2025.