Is American Tower Corporation (AMT) the Top Stock to Buy According to Akre Capital Management?

We recently published a list of The 10 best shares for purchase according to the Capital AKRE administration. In this article, we will look at the place where the American Tower Corporation (NYSE: AMT) stands against the most important shares of purchase according to Akre Capital Management.

Akre Capital Management It follows the disciplined investment philosophy that focuses on identifying the exceptional companies run by honest and able leaders who re -invest a free cash flow wisely. This approach, referred to as “three -legged stools”, confirms three main factors: unusual companies, strong management teams, and effective investment strategies. The primary goal of the company is to assemble the capital invested at higher rates than average while maintaining a lower level of risk compared to industry standards. Until the founder Chuck Akry, the company has been constantly committed to this philosophy, as it achieved strong results over the years.

The basis of the Akre Capital investment strategy was built on the principle that long -term returns are closely related to the return on the capital of the owner, assuming stable assessments and non -distributions. Historically, the average return on American stocks was about 9 % to 10 %, compatible with the growth of the book value per share. Akre Capital seeks to outperform this standard by choosing companies with superior return features, believing that these “complex machines” are the best way to achieve the accumulation of sustainable wealth. The company focuses heavily on patience and discipline, and resist short -term market fluctuations in favor of long -term growth.

Unlike many asset managers, Akre Capital does not rely on setting specific sale goals when getting shares. Instead, it evaluates potential investments with the intention of keeping them indefinitely, as it is sold only when one of the basic aspects of the “triple stool stool” is penetrated. This long -term approach to the company is distinguished from the short -term concentration in Wall Street on the surprises of the quarterly profits. Instead of responding to minor profit fluctuations, Akre Capital is still committed to companies with strong economic basics, which views temporary prices as opportunities to obtain high -quality companies with attractive assessments.

Another major discrimination in Akre Capital is its ability to take advantage of the shortcomings of the market. The company takes advantage of the Wall Street mania with short -term profit reports, and the quarterly “errors” are often used as opportunities to invest in companies with less than their strong potential in the long term. Focusing on growth over five and ten years, Akre Capital gives priority to the economic value of one share instead of short -term stock price movements. This fixed commitment allowed its investment philosophy to the company to achieve its goal of increasing the capital while mitigating the risks.

Charles T. He founded Akre Capital Management in 1989 after spending 21 years in Johnston, Lemon & Co. , It is a member of the New York Stock Exchange, where he gained experience in research, asset management and branch operations. During his time there, he developed a deep understanding of securities and investment strategies, which laid the basis for his company’s approach.

From 1993 to 2000, Akre Capital Management worked under the umbrella of Friedman, Belling, Ramsey and Partners in Washington, DC, and providing Chuck with additional resources to improve and expand his investment philosophy. However, in 2000, he chose to take the private company again, focusing on independence and a long -term investment approach. He transferred Akre Capital to Middleburg, Virginia, a rural environment that reflects his preference for a concentrated investment and patients, free of Wall Street mental deviations in the short term.

In Akre Capital, the Chuck Akre driving formed the company’s long -term success, ensuring the growth of consistent capital for investors. Over the years, he gained a reputation for his disciplined and insight approach to asset management. Today, Akre continues to contribute to his experience as president of Akre Capital Management. Besides John Neve, the manager of the AKRE Focus Fund portfolio, to ensure that the principles of investment in the company remain intact. With decades of experience and commitment to double the capital at high prices, the Chuck Akre effect in the investment world remains important.

As of its latest introduction to the fourth quarter of 2024, Akre Capital Management runs about $ 11.56 billion in 13F securities. The company maintains a very focused wallet, as the first ten holdings represent 94.82 % of the total assets. This concentrated investment approach reflects Akre Capital’s commitment to choosing a small group of high -quality companies with strong growth capabilities and disciplined management.

The shares discussed below were chosen from Akre Capital Management Q4 2024 13F files. It is assembled in an upward arrangement from the hedge box on December 31, 2024. To help readers in more context, we have included the morale of the hedge box in relation to all shares using data of 1009 hedge boxes that Monkey followed in the fourth quarter of 2024.

Why are we interested in the arrows that accumulate hedge boxes? The reason is simple: Our research showed that we can outperform the market by imitating the best stock choices for the best hedge boxes. The quarterly newsletter strategy chooses 14 small stocks of large and large rule every quarter, and has returned by 373.4 % since May 2014, overcoming its standard by 218 percentage points (See more details here).

A technician measures the semiconductor material using an advanced 3D measurement system.

The number of hedge boxes as of the fourth quarter: 70

Akre Capital Management’s Share share: one billion dollars

American Tower Corporation (NYSE: AMT) is a leading real estate investment company (RIT) specialized in wireless communications and broadcasting infrastructure. Its headquarters is located in Boston, Massachusetts, the company owns, the development and development of multiple communications real estate in various countries, with a group of about 180,000 communication sites. The American Tower maintains a strong financial performance, as it includes a total profit margin of 74.6 % and pays constantly profits for 15 consecutive years.

On March 17, 2025, American Tower Corporation (NYSE: AMT) announced that a member of the Board of Directors Joan A. Red will not seek to be re -elected at the next annual meeting of my shareholders. Reed, a member of the company’s audit committee, will continue to work until the meeting, without any disclosed differences regarding the management of the company or its operations. Her state period was characterized by valuable contributions to financial supervision and governance. Although the SEC file did not specify the reason for its departure or its name Khalifa, its exit represents a significant transfer of the company’s leadership.

American Tower Corporation (NYSE: AMT) has reported strong financial results in the fourth quarter, as analysts’ expectations of one share exceeded $ 2.32 for $ 1.77 and revenues of $ 2.55 billion, exceeding $ 2.52 billion expected. With annual revenues of $ 10.1 billion and 3.2 % profit returns, the company reserves a strong market. To manage its debts, its price is a billion dollars in the uninterrupted upper notes, allocating the revenues towards paying the current obligations and reducing debts under renewable credit facilities. Despite the challenges such as currency fluctuations and the most softened US rental environment, analysts update indicates confidence in the company’s growth capabilities. In addition, the American Tower amended executive compensation, and reviewed the targeted basic salaries and cash rewards to align the incentives of driving with the company’s performance.

The Meridian Meridian Fund has stated the following regarding America Corporation (NYSE: AMT) in Q4 2024 Investor message:

“American Tower Corporation (NYSE: AMT) is a pioneering global owner and operator of wireless communication infrastructure, with a wallet that extends in the United States and the main international markets. We carry the American tower for its exposure to secular growth in wireless data consumption and strategic locations in the emerging markets that have been hacked. The company takes advantage of long -term contracts with wireless transport companies, which provides a strong vision in future cash flows. This quarter, the performance was mixed. Revenue achieved expectations, but it is less than consensus. The profits decreased before the benefits, taxes, destruction and consumption slightly throughout the year, and were affected by the abstraction of its work in India and the high expenditures of non -debt. However, the growth of organic tenant bills has been in good health, as the United States and international markets have spread strong growth. While we maintain the American Tower’s ability to take advantage of the increase in data consumption and the deployment of 5G network, the opposite winds of the nearby currency and regional challenges require monitoring. “

Generally, amt The seventh rank In the upper shares list for purchase according to Akre Capital Management. Although we acknowledge the possibility of Amt as an investment, our condemnation lies in the belief that some artificial intelligence shares have greater promises to make higher returns and do so in a shorter time frame. If you are looking for Amnesty International’s more promising from AMT, but it is trading less than 5 times its profits, check our report on The cheapest inventory of artificial intelligence.

Read the following: 20 best Amnesty International purchase shares now and 30 best shares for purchase now according to billionaires.

Detection: Nothing. This article was originally published in A monkey from the inside.