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.
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.
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.
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.
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.
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