Brookfield: Undervalued Opportunity in the Oligopolistic Sector
✅ Brookfield is seen as very cheap within a sector they like.
🛡️ The sector has oligopolistic dynamics.
📈 Galileo Capital significantly increased their investment in Brookfield.
Brookfield: Undervalued Despite 80% Increase. Strategic Growth Continues
📈 Despite an 80% increase in value, Brookfield is still considered undervalued.
🔄 The company spun off its asset management business (Brookfield Asset Management) to unlock value and use it as a currency for acquisitions, such as American Equity Life.
💰 Brookfield has a strong track record of capital allocation, which is expected to be a major value driver.
✅ The company aims to double its assets under management in the next five years, focusing on matching assets with long-term liabilities of an aging population.
Brookfield: Is This Complex Conglomerate the Ultimate Value Play?
🏢 Brookfield is now the fund's largest holding, with a spectacular return over the last 20 years.
👨💼 Bruce Flatt, the current CEO since 2002, has been with the company since 1990, influencing its conservative approach.
📈 Brookfield's management believes the company is worth double its current market price.
Brookfield: A Core Holding Since 2017. Why It Remains a Key Investment?
✅ Brookfield has been a consistent holding in the fund since 2017, demonstrating long-term conviction.
🏢 The company is actively monitored and compared against alternatives to ensure it remains a top choice.
📈 Brookfield's infrastructure division has 75% of contracts linked to inflation, providing a hedge against rising prices.
💰 The company has delivered an average annual compound return of 19% over the last 20 years.
Brookfield: A Core Holding in Numantia’s Portfolio
🏢 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.
