Brookfield (BN-T) top pick from Brian Madden BNN.ca Market Call Tuesday July 25th @ 1200ET
Brookfield is among the world’s foremost managers and operators of long-duration real assets like real estate, private equity, infrastructure, renewable energy, and utilities with deep expertise in sourcing transactions and surfacing value. With significant assets in Canada, the United States, the U.K., Australia, Brazil, and India among other areas; the company has tremendous reach and geographic diversity. Brookfield’s size and scale allow it to field expert teams with deep operating experience across industry verticals and geographic areas. Moreover, its financial strength and variety of funding sources afford it the advantage of being among the first calls sellers of world-class assets make when looking to consummate a transaction. Flows into alternative assets are outstripping flows into stocks and bonds, as institutions like pension funds increase allocations to these less efficient markets which better match long-duration liabilities. Accordingly, Brookfield enjoys consistently strong inflows and now manages over $825 billion. The company has generated a compound annual return for shareholders of 15 per cent over the last twenty-five years, such that $1 invested in its shares is now worth over $32, courtesy of these many structural advantages.
Latest purchase May 2022 at $61.39 |
