BERKSHIRE ASSET Overview
Berkshire Asset Management Inc is an investment advisor that manages 965.8 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/07 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 140% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/07 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 140% of the manager's regulatory AUM.
BERKSHIRE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BERKSHIRE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 4.59% | Financials | 0.87% | -0.35% | 0 | 10% | ||
| BAC | 3.54% | Financials | -0.44% | -0.33% | 0 | 9% | ||
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FEATURED IN
BERKSHIRE ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kenneth J. Krogulski | President, Ceo, Cio And Managing Member | July-2007 |
| Marilyn D. Millington | Vice President And Chief Compliance Officer | July-2007 |
BERKSHIRE ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
BERKSHIRE ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
EQUITY
Berkshire uses fundamental analysis when selecting securities for investment. Berkshire keeps a constant focus on the company’s fundamentals, as market timing is not practiced. The goal is to purchase sound businesses at reasonable prices. Other desirable characteristics we may consider include: simple businesses that are easy to understand; low sales and earnings volatility; low debt and adequate interest expense coverage: a self-funding balance sheet; low cost of production relative to others in the industry; a strategic capital reinvestment program; a strong management team which has demonstrated superior skills in operating the business and which has a
Form ADV Part 2A March 24, 2015 Page 7
significant personal investment in the equity of the company...
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EQUITY
Berkshire uses fundamental analysis when selecting securities for investment. Berkshire keeps a constant focus on the company’s fundamentals, as market timing is not practiced. The goal is to purchase sound businesses at reasonable prices. Other desirable characteristics we may consider include: simple businesses that are easy to understand; low sales and earnings volatility; low debt and adequate interest expense coverage: a self-funding balance sheet; low cost of production relative to others in the industry; a strategic capital reinvestment program; a strong management team which has demonstrated superior skills in operating the business and which has a
Form ADV Part 2A March 24, 2015 Page 7
significant personal investment in the equity of the company...
Unlock Full Investment Process Description
BERKSHIRE ASSET Portfolio Concentration
BERKSHIRE ASSET Location
46 PUBLIC SQUARE
SUITE 700
WILKES-BARRE, Pennsylvania
UNITED STATES, 18701-2609
SUITE 700
WILKES-BARRE, Pennsylvania
UNITED STATES, 18701-2609
BERKSHIRE ASSET Contact Information
Phone Number: 570-825-2600
Fax Number: 570-825-2286
Website: http://www.berkshireasset.com/
Fax Number: 570-825-2286
Website: http://www.berkshireasset.com/
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