Berkshire Asset Management

Berkshire’s Core Equity Strategy focuses on capital appreciation over the long-term. We believe core strategies have fallen victim to some unproductive approaches such as: excessive diversification , over emphasis on style, and managers chasing what’s popular in the name of client retention.

In contrast Berkshire:

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

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.