Core Equity Strategy

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