Provided below are some insights into research that we have performed on individual companies. This information is not investment advice and is only provided for you to understand our philosophy and motive behind the purchases we have made in our dividend strategy. These insights are for advisors only and are the opinions of Berkshire portfolio managers which are subject to change.
Dividend_Strategy_Commenty1stQ2014 F (2)
Microsoft Dividend Increase
By: Gerry Mihalick, CFA
2nd Quarter 2013 Commentary
By: Gerry Mihalick, CFA
Morningstar Analysis 3-31-13
By: Gerry Mihalick, CFA
Bank Balance Sheets Look Very Different Now
By: Gerry Mihalick, CFA
Dividend Disaster?
By: Gerry Mihalick, CFA
1q 2013 Commentary: “Performance Enhancing Drugs”
By: Gerry Mihalick, CFA
The Coming American Energy Revolution
By: Gerry Mihalick, CFA
Which Dividend Strategies Will Thrive vs. Harsh New Realities?
By: Gerard Mihalick, CFA
Forward Looking Process Example: Cisco Systems
By: Gerry Mihalick, CFA
2012 3rd Quarter Dividend Commentary
By: Gerard Mihalick, CFA
Berkshire Asset Management
Feeling Bearish? – This Should Cheer You Up (Energy Revolution)
By: Gerry Mihalick, CFA
RIP USA?
By: Gerard Mihalick, CFA
Originally published January 2009
The Hope for America is… Bank of America?
By: Gerard Mihalick, CFA
Berkshire Asset Management
Process Example: General Mills
By: Gerard Mihalick, CFA
Berkshire Asset Management
2012 2nd Quarter Dividend Commentary
By: Portfolio Managers
Berkshire Asset Management
2012 1st Quarter Dividend Commentary
By: Portfolio Managers
Berkshire Asset Management
2011 4th Quarter Dividend Commentary
By: Portfolio Managers
Berkshire Asset Management
Berkshire Asset Management, LLC (“BAM”) is a Registered Investment Advisor under the Investment Advisors Act of 1940. Registration as an Investment Advisor does not imply any level of skill or training. *Berkshire Asset Management, Inc. was formed in 1986 as a SEC registered investment adviser. In 1999 the company was sold to Legg Mason. In 2007, senior leadership repurchased the firm, forming BAM. In December 2022, iM Global Partner, a leading global asset management network, made a strategic, non-controlling investment in Berkshire. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Access to BAM is only available to clients pursuant to an investment advisory agreement and accepting delivery of BAM’s Form ADV Part 2A, 2B, and 3. You are encouraged to read those documents carefully. BAM manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made herein shall construe investment advice. All statements made herein are opinions of BAM and subject to change. Berkshire assumes no responsibility towards the accuracy of the data included.