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 Goals:

Provide consistent, steady cash flow with focus on preservation of capital
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. *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.