NEW YORK, April 22, 2025 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (“BAM”) (NYSE: BAM, TSX: BAM) today announced the pricing of its inaugural public offering of senior notes. BAM has agreed to issue $750 million principal amount of senior notes due 2035 (the “notes”), which will bear interest at a rate of 5.795% per annum. The net proceeds from the sale of the notes will be used for general corporate purposes. The offering is expected to close on April 24, 2025, subject to the satisfaction of cus ...

Investors interested in Financial - Miscellaneous Services stocks are likely familiar with XP Inc.A (XP) and Brookfield Asset Management (BAM) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an empha ...

Newly formed Group to provide clients with multi-asset solutionsNEW YORK, April 17, 2025 (GLOBE NEWSWIRE) -- Brookfield Asset Management (NYSE: BAM, TSX: BAM) (“Brookfield”), a leading global alternative asset manager headquartered in New York with over $1 trillion of assets under management, today announced that industry leader Alper Daglioglu has joined Brookfield to lead the firm’s newly formed Investment Solutions Group (“ISG”). Howard Marks, Co-Chairman of Oaktree Capital Management, L.P. (“Oaktree”), ...

Core Viewpoint - Brookfield Asset Management has established a new Investment Solutions Group (ISG) led by Alper Daglioglu, aimed at providing tailored multi-asset portfolio solutions to institutional and private wealth clients globally [1][2]. Group 1: Leadership and Structure - Alper Daglioglu, with over two decades of experience at Morgan Stanley, has been appointed as the Managing Partner and Head of ISG at Brookfield [3][4]. - Howard Marks, Co-Chairman of Oaktree Capital Management, will serve as Chair of ISG, emphasizing the importance of multi-strategy portfolio solutions [1][4]. Group 2: Strategic Focus - ISG will focus on delivering innovative solutions that leverage Brookfield's investment capabilities across various sectors, including renewable power, infrastructure, private equity, real estate, and credit [2][5]. - The group will also utilize strategies from partner firms such as Oaktree, Castlelake, Primary Wave, and Pinegrove Capital Partners [2]. Group 3: Market Trends and Client Needs - There is a growing trend among clients to engage with fewer managers, seeking deeper partnerships and better insights to create greater value [4]. - The establishment of ISG is a response to this trend, aiming to meet clients' unique investing objectives through a strategic approach [4].

Group 1: Stock Performance - Brookfield Asset Management (BAM) shares increased by 9.6% to close at $47.02, following a period of 8.2% loss over the past four weeks [1][2] - The recent surge was supported by solid trading volume, indicating higher investor interest [1] Group 2: Market Influences - The stock price surge coincided with the Trump administration's announcement of a 90-day halt on reciprocal tariffs for most countries, which positively impacted BAM [2] - BAM's extensive global reach and operational expertise across 30+ countries, along with over $1 trillion in assets under management, position it well to identify high-quality assets and drive operational efficiencies [2] Group 3: Earnings Expectations - Brookfield is expected to report quarterly earnings of $0.40 per share, reflecting a year-over-year increase of 17.7%, with revenues projected at $1.25 billion, up 12.7% from the previous year [3] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, suggesting that the stock's price movement may not sustain without earnings estimate revisions [4] Group 4: Industry Context - Brookfield is part of the Zacks Financial - Miscellaneous Services industry, where another company, SoFi Technologies, Inc. (SOFI), saw a 19.9% increase in its stock price, although it has returned -15.6% over the past month [4] - SoFi Technologies has a consensus EPS estimate of $0.03, which is a 50% increase from the previous year, but has seen a -4.8% change in estimates over the past month [5]

Core Insights - The author transitioned from a traditional financial career to focus on personal finance education through online platforms [1] Group 1 - The author has a strong educational background in finance, holding a bachelor's degree in finance-marketing, a CFP title, and an MBA in financial services [1] - The author has over a decade of experience in the financial industry, starting in 2003 and working in private banking for five years [1] - In 2016, the author took a significant personal journey traveling across North America and Central America, which influenced the decision to leave the financial industry [1] Group 2 - The author aims to help others with personal finance through investing websites, indicating a shift towards educational content and community engagement [1] - The decision to quit a stable job in the financial sector was driven by a desire for more meaningful work and family time [1]

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Brookfield Asset Management (BAM) , which belongs to the Zacks Financial - Miscellaneous Services industry.This investment manager has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 4.06%.For the last reported quarter, Brookfield came out with earnings o ...

Core Insights - The company focuses on helping individual investors achieve financial independence through strategic dividend investing [1][2] - The investment strategy emphasizes a straightforward approach: "Buy Low, Sell High, Get Paid to Wait," which has proven effective in volatile markets [2] - Membership provides access to model portfolios tailored for different investing styles, all of which have outperformed the market since inception [3] Investment Strategy - The company offers three model portfolios designed for high yield, high growth, and balanced approaches [3] - Members receive exclusive analysis of 100 selected dividend stocks, along with weekly buy/watch/sell lists [3] - Proprietary tools like DFT Charts are available to assist in making informed investment decisions [3] Community and Support - The company fosters a supportive community of dividend investors, promoting transparency and engagement [4] - Members can learn from each other and share insights, regardless of their investing experience [4] - The company aims to provide the necessary support to help members achieve their retirement goals [4] Membership Options - Potential members are encouraged to join the community to explore proven strategies for financial freedom [5] - A free tier is available for those not ready to commit, allowing them to follow the company on platforms like SeekingAlpha [5]

NEW YORK, April 07, 2025 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM), a leading global alternative asset manager headquartered in New York with over $1 trillion of assets under management, will host its first quarter 2025 conference call and webcast on Tuesday, May 6, 2025, at 11:00 a.m. ET. Results will be released that morning prior to 7:00 a.m. ET and will be available on our website at www.bam.brookfield.com/news-events/press-releases. Participants can join by conference c ...

About Brookfield Asset Management Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to ...