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
2020 1st Quarter Dividend Commentary
Dividend Strategy Scorecard 3.31.2020
Dividend Strategy Fact Sheet 3.31.2020
Dividend Strategy Guide 3.31.2020

Investment Process
Berkshire “Forward Looking” Process Snapshot
Berkshire Dividend Strategy – Portfolio Construction Narrative
Detailed Dividend Strategy Guide 3.31.2019 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 4th Quarter Dividend 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
Wells – Dual Contract 40bps

Dividend Growth Analogies

Berkshire Income Charts with Max Annual S&P 500 Draw-down

GIPS Compliant Presentation through 2018

SP500 Dividend Yield vs 10Yr Treasury Yield 5.7.20

Growth vs Value – Relative Price to Book 5.7.20

Berkshire Morningstar – Investment Summary 3.31.20

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