Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working with high-net-worth and ultra-high-net-worth families across the U.S. and Asia, with significant time spent in China [1] - Brett is fluent in Mandarin Chinese in both business and legal contexts and has served as a court interpreter [1] - He has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Core Insights - Lighthouse Wealth Management Inc. initiated a new position in the Akre Focus ETF (NYSE:AKRE) by acquiring 277,954 shares valued at $18.21 million during the fourth quarter [2][3][7] - The new position represents 12.44% of Lighthouse's 13F reportable assets under management, indicating a significant commitment to this ETF [4][7] ETF Overview - The Akre Focus ETF has a market capitalization of $9.8 billion and is categorized under the Financial Services sector, specifically in Asset Management [5] - As of the last market close, shares of AKRE were priced at $64.18 [5] Investment Strategy - The Akre Focus ETF offers a diversified portfolio that includes U.S. equities, common and preferred stocks, warrants, options, convertibles, REITs, and select foreign securities [9] - The ETF employs an actively managed strategy focusing on high-quality businesses with strong shareholder returns and reinvestment opportunities [10] - The fund aims for long-term capital appreciation through a concentrated portfolio of high-conviction holdings, typically maintaining around 10 core positions that constitute about 70% of total assets [12] Historical Context - The Akre Focus ETF is a successor to a long-running mutual fund established in 2009, which transitioned to an ETF format to enhance tax efficiency and transparency while maintaining its investment strategy [11] - The portfolio includes top-weighted companies such as Mastercard, Brookfield, Constellation Software, KKR, and Visa, selected for their durable returns on capital and management quality [12] Portfolio Positioning - Lighthouse's investment in the Akre Focus ETF complements its broader market exposure through other ETFs like QQQ, suggesting that Akre serves as a high-conviction counterweight rather than a direct market substitute [13]

Group 1 - The article introduces a new contributing analyst, High Alpha Professor, to Seeking Alpha, encouraging readers to share their investment ideas for publication and potential earnings [1] - The Dubai-based investor focuses on building a resilient, income-generating portfolio with a long-term growth mindset, primarily utilizing a long-only investment approach [2] - The investment strategy blends dividend-paying equities, REITs, and other income strategies with selective growth opportunities, emphasizing disciplined, fundamentals-driven investing [2] Group 2 - The investor prioritizes capital preservation while aiming to compound returns over time, reflecting a cautious yet growth-oriented investment philosophy [2]