Berkshire Asset Management

The Berkshire Dividend Growth Strategy’s primary objective is to generate a growing stream of equity income by investing in a diversified portfolio of stocks which we believe have: attractive, consistent and growing dividends. If we can achieve this primary goal through purchasing growing companies with solid balance sheets, capital appreciation can follow. We also attempt to achieve a risk profile below that of the S&P 500. Because of the the strategy’s dividend growth orientation, the portfolio may perform better than non-dividend paying stocks or bonds in a rising interest rate environment.

Our process has been highlighted by a “Forward Looking” approach:

Simple historical screens may fail to capture the full opportunity set of future dividend growth.
Through bottom up selection we attempt to identify perennial dividend growers before fully recognized by the market.
Some of our highest conviction dividend growth stories flunked traditional backward looking screens, such as: tech, bio-tech and high quality financials.

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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.