Provided below are some insights into research that we have performed on individual companies or the market.  This information is not investment advice and is only provided for you to understand our philosophy and motive behind the decisions 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.

Past Research Insights

Does Dividend Screening Work?
By: Gerry Mihalick, CFA

“The Market is Rigged”
By: Gerry Mihalick, CFA

Why Interest Rates Really Matter To Equity Investors
By: Gerry Mihalick, CFA

Equity Selection Process
By: Gerry Mihalick, CFA

Contact us for additional Commentary and Research

gmihalick@berkshiream.com
(570) 825-2600
jason@berkshiream.com
(570) 825-2600

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. 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 and 2B. 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.
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