- Brookfield Asset Management (BAM) is a premier global alternative asset management business we believe will benefit from the inflationary environment.
- Brookfield's compounded annualized return has been ~20%, and we believe the company can continue to deliver this level of returns thanks to tailwinds it is likely to benefit from.
- These tailwinds include inflation, thanks to BAM's focus on real assets financed by fixed-rate debt, as well as growth from new strategies such as insurance.
For further details see:
Brookfield Asset Management: Top Stock For A High Inflation Environment