Commentary & Research

Provided below are some insights into research that we have performed on individual companies or the market.  This information is not investment advice and is only provided for you to understand our philosophy and motive behind the decisions we have made in our dividend strategy.  These insights are for advisors only and are the opinions of Berkshire portfolio managers which are subject to change.

Marketing Material
Q2 19 Berkshire Bottom Line – Dividend Strategy
Dividend Strategy Scorecard 6.30.19
Dividend Strategy Fact Sheet 6.30.2019
Dividend Strategy Guide 6.30.2019
2019 2nd Quarter Dividend Commentary
Berkshire Firm History 6.30.2019

Past Research Insights

Ten Year Anniversary of Financial Crisis Series: Part 2 Managing Market Mayhem
By: Gerry Mihalick, CFA

Investing for Cash Flow
By: Gerry Mihalick, CFA

“Old Tech” or “New Tech”
By: Gerry Mihalick, CFA

Berkshire – “Forward Looking” Approach
By: Gerry Mihalick, CFA

Dividend Strategies in Challenging Environments
By: Gerry Mihalick, CFA

Does Dividend Screening Work?
By: Gerry Mihalick, CFA

“The Market is Rigged”
By: Gerry Mihalick, CFA

It’s Over For…
By: Gerry Mihalick, CFA

No Dividend Increases in 8 Years?…..Perfect!
By: Gerry Mihalick, CFA

Why Interest Rates Really Matter To Equity Investors
By: Gerry Mihalick, CFA

Equity Selection Process
By: Gerry Mihalick, CFA

Past Commentary
2018 1st Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2017 4th Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2017 3rd Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2017 2nd Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2017 1st Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2016 4th Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2016 3rd Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2016 2nd Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2016 1st Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2015 4th Quarter Dividend Commentary
By: Gerry Mihalick, CFA

2015 3rd Quarter Dividend Commentary
By: Gerry Mihalick, CFA

Additional Berkshire Material
Detailed Dividend Strategy Guide 6.30.2019 w Growth Charts
Berkshire Detailed Strategy Supplemental 6.30.2019
Berkshire “Forward Looking” Process – Snapshot

Berkshires Book of Dividend Income – Advisor Playbook
Berkshires Book of Dividend Income – Client Presentation

Berkshire Dividend Strategy – Portfolio Construction Narrative

Berkshire Tax Managed Transition Brochure

Berkshire Book of Dividend Income – Introduction

Berkshire Dividend Strategy – Service, Process, Performance

Wells – Dual Contract 40bps

Contact us for additional Commentary and Research
Gerard Mihalick, CFA, Portfolio Manager – gmihalick@berkshiream.com or (570) 825-2600
Jason Reilly, CFP®, VP Institutional and Advisory Distribution – jason@berkshiream.com or (570) 825-2600

This site is for use by Registered Financial Advisors only.