BN
🏢 Brookfield remains a primary position in the fund, valued for its stability.
💼 Combined with Partners Value Investments, it represents a significant portion of the portfolio.
💰 The fund manager would focus on Brookfield if liquidity were a greater concern.
@emeritoquintana:
“The first position continues to be Brookfield. I combine it with another small position we have called Partners Value Investments, which is less liquid and less well-known, but ultimately, it has the same profile, bought at a discount. If the fund we chose were much larger, it might become more difficult to buy and sell, so we would focus on Brookfield.”
Watch the exact part of the video where Emerito talks about Brookfield here:
View the video on YouTube.
Read more articles by the world’s top 100 analysts on Brookfield (BN) at the following link. BN stock.
