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:
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