Akre Capital
Our archive holds 8 letters from Akre Capital, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
Akre Capital’s own letters pageTheses · 3
- March 2026
Brookfield Corporation is an alternative asset manager with modest direct lending exposure and minimal retail BDC risk, underpinning comfort amid private credit worries.
Read the full thesis - March 2026
KKR & Co. is an alternative asset manager with limited exposure to riskier private credit segments, supporting confidence despite sector concerns.
Read the full thesis - September 2025
Despite the departure of visionary leader Mark Leonard, Constellation Software’s deeply embedded customer intimacy, decentralized structure, and strong leadership continuity position it to thrive through the next generation of growth.
Read the full thesis
Letter archive · 8
2025
Funds · 4
- Akre Capital3
- Akre2
- Akre Focus Fund2
- Akre on Constellation1
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