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
Berkshire 2019 4th Quarter Dividend Commentary
Dividend Strategy Scorecard 12.31.2019
Dividend Strategy Fact Sheet 12.31.2019
Dividend Strategy Guide 12.31.2019
Investment Process
Berkshire “Forward Looking” Process Snapshot
Berkshire Dividend Strategy – Portfolio Construction Narrative
Detailed Dividend Strategy Guide 12.31.2019 w Growth Charts
Specialized Support
Berkshire Book of Dividend Income – Introduction
Berkshires Book of Dividend Income – Advisor Playbook
Berkshires Book of Dividend Income – Client Presentation
Berkshire Tax Managed Transition Brochure
Berkshire – 8 Common Threads Presentation
Berkshire Dividend Strategy Basics
Past Commentary
2019 2nd Quarter Dividend Commentary
2019 1st Quarter Dividend Commentary
2018 4th Quarter Dividend Commentary
2018 3rd Quarter Dividend Commentary
2018 2nd Quarter Dividend Commentary
2018 1st Quarter Dividend Commentary
2017 4th Quarter Dividend Commentary
2017 3rd Quarter Dividend Commentary
2017 2nd Quarter Dividend Commentary
2017 1st Quarter Dividend Commentary
2016 4th Quarter Dividend Commentary
2016 3rd Quarter Dividend Commentary
2016 2nd Quarter Dividend Commentary
2016 1st Quarter Dividend Commentary
2015 4th Quarter Dividend Commentary
2015 3rd Quarter Dividend Commentary
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
Additional Berkshire Material
Berkshire Detailed Strategy Supplemental 6.30.2019
Wells – Dual Contract 40bps
Berkshire Income Charts with Max Annual S&P 500 Draw-down
Berkshire Attribution 2019 YTD
Berkshire Dividend – Beat Miss Earnings Table Q1 2020 through 1.31.2020
GIPS Compliant Presentation through 2018
Utility Sector PE vs S&P PE 2.20.2020
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
