The Broad Run team is a group of investment professionals who work to identify durable, high-quality businesses whose long-term growth prospects are undervalued by the market. The company was founded in 2012 and currently has clients including endowments, foundations, and family offices among others. the company is based in Washington D.C.
Broad Run Investment Management holds a strong portfolio with Brookfield Corporation's Class A ordinary shares leading as their top stock investment, accounting for 8.9% of the total portfolio. Following closely is insurance and financial services provider Markel Group Inc, representing 8.8% of Broad Run's investments, on par with O'Reilly Automotive, Inc., also at 8.8%, known for its retailing in automotive aftermarket parts. Global professional services firm Aon plc stands fourth, with its Class A ordinary shares making up 8.3% of the holdings. Rounding out the top five is Carmax Inc, a predominant player in used car sales, occupying 7.0% of Broad Run's diverse and strategic investment portfolio. These selections reflect Broad Run’s inclination towards stable companies with consistent growth potential across varied sectors, indicating a balanced and well-researched market approach suitable for investors looking into robust equity positions.
