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 06/30/21. The fund's latest filing disclosed 1BN in positions, representing 153% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/07 to 06/30/21. The fund's latest filing disclosed 1BN in positions, representing 153% of the manager's regulatory AUM.
BERKSHIRE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BERKSHIRE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 4.53% | Financials | 11.75% | -0.02% | 0 | 0% | ||
| BAC | 3.9% | Financials | 15.97% | 0.12% | 0 | 0% | ||
|
Get the Full Report |
||||||||
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...
Get the Full Report
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...
Get the Full Report
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/
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
