Dividend Growth Strategy

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:

  • Simple historical screens may fail to capture the full opportunity set of future dividend growth.
  • Through bottom up selection we attempt to identify perennial dividend growers before fully recognized by the market.
  • Some of our highest conviction dividend growth stories flunked traditional backward looking screens, such as: tech, bio-tech and high quality financials.

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