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Research & Commentary from Burke Wealth Management

Current Insights

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Ringing the Bell at Cboe

INVESTMENT PHILOSOPHY

Advantages That Persist

The four characteristics we look for in a business — quality, structural disruption, network effects, and recurring revenue — and why we hold them long enough for earnings growth to compound.

By Ken Burke, CFA
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CURATED INTELLIGENCE

Latest Perspectives

Sep 2026

Amphenol: The Interconnect Backbone of the AI Build-Out

Added to Focused Growth in September 2026. Amphenol makes the connectors, cable and power interconnect behind the AI build-out — architecture agnostic, qualified onto customer vendor lists, and hard to displace.
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Aug 2026

The Case for Data Center Returns

Whether the current scale of data center investment will earn its return, and where Amazon, Alphabet, and Meta sit in that debate.
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Aug 2026

Palantir: The Harness Layer for the Agentic Age

Added to Focused Growth in August 2026. Palantir is the control layer enterprises need to run agentic workflows — model agnostic, data secure, and priced on usage rather than per seat.
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Current Investor Letter

Third Quarter 2026

We cover the shift in the AI narrative, what renewed focus on corporate earnings means for our holdings, and where we added and trimmed during the quarter.

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Insights & Commentary

Between the Quarters.

Mid-quarter updates we send to clients and prospects:

Thematic Update · August 2026

The Case for data center returns

Data center investment is running at a breakneck pace, and the investment community is divided on whether it will pay off. We lay out why we believe it will — and the three holdings at the center of the debate.

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Thematic Update · May 2026

Delivering the Compute

Insatiable demand for compute has driven the AI revolution — and much of the second-quarter rally. We look at what’s behind the data center capex boom and the three holdings that supply it: Nvidia, ASML and Micron.

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The investor letters

Investor Letter Archive.

2026

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G I P S ®   C O M P L I A N C E

Burke Wealth Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). BWM has been independently verified for the periods January 1, 2020 through December 31, 2021. The verification report is available upon request.

The Focused Growth Composite includes all fully discretionary large-cap equity accounts managed to the Focused Growth strategy. The composite was created in October 2018 and has an inception date of October 1, 2018. Returns are presented net of management fees, expressed in U.S. dollars, and measured against the S&P 500 Total Return Index. Performance presented prior to January 2020 was achieved by the same portfolio manager while affiliated with a prior firm and has been linked in accordance with the portability requirements of the GIPS standards.

To obtain a GIPS Composite Report, a complete list and description of the firm’s composites, and/or the firm’s policies for valuing investments, calculating performance, and preparing GIPS Reports, contact Burke Wealth Management at (713) 933-5402 or info@burkewealthmanagement.com.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.