BAM
🏢 Brookfield manages durable, high-quality assets, including infrastructure and real estate.
🌱 The company has significant growth potential in asset management.
⚡ It invests in long-term renewable energy projects, such as hydroelectric dams.
🎯 The expected return on investment is around 15-20% annually.
@emeritoquintana:
“The first position of the fund since the beginning, and it hasn’t changed, is Brookfield Asset Management, which is dedicated to the management of durable and quality assets. We have quality infrastructure and real estate in the main cities, long-term renewables like hydroelectric dams that can last for decades and are a very cheap way to generate renewable energy, and other businesses under an asset management umbrella that still has a lot to grow. It’s a business that took a long time to study; we spent months understanding it well, and it’s a living process that never ends because it’s a gigantic thing. So, the conviction is very high because we have many details about it. The certainty is very high because of the type of assets it has, and the expected return is also around 15-20% annually, although it seems like a lot. So, since it has everything, it’s the first; it’s a bit like what we would like all of them to be.”
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 (BAM) at the following link. BAM stock.
