On November 8, 2018 Brookfield Asset Management (BAM) released Q3 and YTD2018 results. $1.1B of Funds from Operations (FFO) were generated during Q3 versus $0.8B in Q3 2017. It has raised $12B of capital since the end of Q2 and it is now in the midst of raising capital across all three flagship funds. It [...]
Brookfield Asset Management is a leading alternative asset manager, focused on investing in long-life, high-quality assets spanning over 30 countries globally. The business is organized into the following principal areas: Real Estate, Renewable Power, Infrastructure, and Infrastructure. I highly recommend you listen to Bruce Flatt's, CEO of Brookfield Asset Management, recent presentation at 'Talks at [...]
Summary BAM reported strong Q1 2018 results on May 10, 2018. At the end of Q1 2018 (March 31st), BAM maintained core liquidity and uncalled private fund commitments of $32B. It also generated over $2.5B of annual free cash flow from its asset management business and distributions from invested capital. I wish to have exposure [...]
This is an introduction to my Brookfield Asset Management (BAM) stock analysis which is based on Q1 2018 results. My exposure to BAM allows me to benefit from its expertise and success with alternative asset investments. Summary BAM reported strong Q1 2018 results on May 10, 2018. At the end of Q1 2018 (March 31st), [...]
Summary BAM has generated a compound annual total return of ~17% (dividends reinvested) since 1997 versus ~7% for the S&P 500. Management is cognizant of short-term performance but the business is managed for the long term with a goal to generate 12% - 15% compound returns over the longer term. BAM partners with institutional investors [...]
Summary Brookfield Asset Management ("BAM") is an ideal investment for investors with a long-term investment time horizon; Its astute management team has developed a reputation which enables it to raise billions of dollars for investment purposes from institutional investors; BAM has exposure in geographic regions where others may not venture. Limited competition for some acquisitions [...]
Summary This Brookfield Asset Management Stock Analysis is based on Q1 2017 financial results reported May 11, 2017. Brookfield reported FFO of $0.674B for Q1 2017 and $3.2B on a last 12 month basis. On May 19, BAM received approval from the TSX for its proposed normal course issuer bid to purchase up to ~83 [...]
Summary This Brookfield Asset Management stock analysis is based on Q4 and FY2016 results and outlook for fiscal 2017 which were released February 9, 2017. Brookfield Asset Management (BAM) reflect a YoY increase in Funds from Operations (CDN$3.18 for 2016 vs. CDN$2.49 for 2015). The nature of BAM’s operations is such that I prefer to [...]
