BWM Logo White 4

Research & Commentary from Burke Wealth Management

Current Insights

READ THE LATEST INVESTOR LETTER
AT THE EXCHANGE

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
READ THE FULL PIECE
EXPLORE BY TYPE
CURATED INTELLIGENCE

Latest Perspectives

May 2026

Delivering the Compute

What sits behind the data center capital expenditure boom, and the three holdings — NVIDIA, ASML, and Micron — positioned directly in front of the demand for compute.
READ MORE
Apr 2026

Apollo: The World’s Leading Origination Engine

Added to Focused Growth in April 2026. Apollo pairs the industry’s largest origination engine with Athene’s permanent capital — a combination that lets it choose deals rather than chase them.
READ MORE
Apr 2026

Eaton: The Power Behind the AI Revolution

Added to Focused Growth in April 2026. Every gigawatt of data center capacity built represents roughly $3 billion of opportunity for Eaton — and the U.S. buildout, where its share is strongest, is the largest one.
READ MORE
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.

Download Letter (PDF)
Browse the Archive
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.

Read Update
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.

Read Update
The investor letters

Investor Letter Archive.

2026

Scroll to Top

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.