AKRE FOCUS FUND - Key Persons
Job Titles:
- Member of the Investment Team
- Research Analyst
Andrew Millette is a Research Analyst at Akre Capital Management and has been with the firm since 2019. Prior to joining the firm, he worked for Clarion Capital Partners, a private equity firm, for three years where he evaluated new acquisitions and managed existing investments. Prior to that, Andrew was in the Healthcare Investment Banking Group at Deutsche Bank. Andrew graduated magna cum laude with a B.A. in Economics from Boston College.
Job Titles:
- Member of the Investment Team
- Head Trader & Client Service Director
Carolyn Hylton joined Akre Capital Management in 2002 and serves as the Head Trader. Carolyn also manages quarterly client reporting, client services, and regulatory reporting. Carolyn holds a B.S. from George Mason University.
Job Titles:
- Member of the Investment Team
- Manager of Akre Capital
Chuck Akre. Prior to joining Akre Capital Management, she worked as a manager
Chuck founded Akre Capital Management in 1989 after 21 years in the securities business at NYSE member firm Johnston, Lemon & Co. At Johnston, Lemon & Co., he managed various parts of the business, including branch management, research, and asset management. Beginning in June of 1993, Chuck operated the firm under the umbrella of Friedman, Billings, Ramsey & Co. Taking the business private again in 2000, he moved the firm to the rural village of Middleburg, Virginia.
Job Titles:
- Member of the Investment Team
- Managing Director, Institutional Fund Distribution
Devon Ramirez is responsible for institutional fund distribution to RIAs, independent advisors, and other approved institutions for Akre Capital Management. Prior to joining the firm in 2012, Devon was a retail financial advisor at Morgan Stanley and SunTrust Private Wealth. From 2005 to 2010, he worked in institutional fund distribution for such firms as Columbia Management Distributors, ProShares ETFs, and AdvisorShares ETFs. Devon holds a B.S. in corporate communications from Elon University.
Job Titles:
- Chief Compliance Officer
- Chief Financial Officer
- Member of the Investment Team
- Partner
George McLamb is a Partner at Akre Capital Management and serves as the Chief Financial Officer and Chief Compliance Officer. Prior to joining the firm in 2013, George worked as a financial and operational consultant from 2009 to 2013, providing strategic business planning and tactical execution. From 2002 to 2008, George served as Chief Financial Officer and Chief Operating Officer for Digital Lifestyle Outfitters. He was Controller for Productivity Point International and RTO Operating, Inc., prior to working at Digital Lifestyle Outfitters. George began his career in 1995 at Coopers & Lybrand, LLP. George holds a B.S. in Business Administration and Masters of Accounting from the University of North Carolina at Chapel Hill.
Job Titles:
- Member of the Investment Team
- Partner
- Portfolio Manager
John Neff is a Partner at Akre Capital Management and has served as Portfolio Manager of the Fund since August 2014. Prior to joining Akre Capital Management in 2009, he worked ten years at William Blair & Company in the firm's equity research department, the last seven years as a Senior Analyst. John worked at First Chicago NBD Corporation from 1996 to 1999 after beginning his career in the securities industry at Merrill Lynch in 1994. John received his M.B.A. from the University of Chicago in 1999 and holds a B.A. in English from Colgate University.
Kristi Booker joined Akre Capital Management in 2017 as Executive Assistant to
Mutual fund investing involves risk. Principal loss is possible. The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The Fund invests in small- and medium-capitalization companies, which involve additional risks such as limited liquidity and greater volatility than larger capitalization companies.
Nicole Harper joined Akre Capital Management in 2020 and serves as Manager of Finance. She is responsible for finance, business management, compliance, and system administration. Nicole previously spent nine years with Deloitte as a management consultant spanning financial reporting and compliance, systems implementation, and process risk assessment and design. Prior to Deloitte, Nicole worked at the Financial Accounting Standards Board focusing on accounting treatment of investment companies and properties. Nicole is a CPA and has a B.S. in Accounting from Penn State University.
Job Titles:
- Member of the Investment Team
- Research Analyst
Trey Tickner is a Research Analyst at Akre Capital Management. Previously, he was a Senior Associate at Norwest Equity Partners, a middle-market private equity firm, where he oversaw existing portfolio company investments and evaluated new investment opportunities. Prior to Norwest Equity Partners, Trey was in the Diversified Industries Investment Banking Group at JP Morgan. Trey graduated magna cum laude from Washington and Lee University with a B.S. in Business & Accounting.