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 09/30/16. The fund's latest filing disclosed 696MM in positions, representing 72% of the manager's regulatory AUM.

BERKSHIRE ASSET StockAlpha

+0.6%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BERKSHIRE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 3.31% Financials 23.43% 0.11% 0 35%
CSCO 3.07% Tech -7.02% -0.15% 0 30%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

BERKSHIRE ASSET Portfolio Concentration

BERKSHIRE ASSET Location

46 PUBLIC SQUARE
SUITE 700
WILKES-BARRE, Pennsylvania
UNITED STATES, 18701-2609

BERKSHIRE ASSET Contact Information

Phone Number: 570-825-2600
Fax Number: 570-825-2286
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A