Berkshire Dividend Growth Strategy

• Berkshire’s flagship equity strategy
• Large-Cap dividend growth approach
• Focus on growing investor income over-time
• Diversified portfolio of 30 – 40 companies


Berkshire Core Equity Strategy

• Takes the mindset of an entrepreneur seeking to purchase entire companies for the long term
• Employs reasonable diversification
• Seeks to maintain overall large capitalization bias
• Strives to remain disciplined during periods of under-performance
• Employs risk management

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Berkshire Fixed Income Strategy

• Provide consistent, steady cash flow with focus on preservation of capital
• Manage a high quality and liquid bond portfolio
• Be opportunistic regarding the term structure and level of interest rates
• Keep embedded transaction costs low

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Berkshire Asset Allocation Approach

• Broader diversification amongst various asset classes
• Consultative approach to meet unique investor needs
• Low cost, open architecture platform

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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. 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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