Core Viewpoint - Brookfield has proposed to acquire the remaining 26% interest in Oaktree, aiming to strengthen its credit management platform and enhance long-term value for investors [1][2]. Transaction Overview - The total consideration for the acquisition is approximately $3 billion, with Brookfield Asset Management Ltd. (BAM) and Brookfield Corporation (BN) funding about $1.6 billion and $1.4 billion respectively [7][8]. - Oaktree common equity holders can choose to receive cash, shares of BAM, or shares of BN, with lock-up periods of two years and five years for BAM and BN shares respectively [4][5]. Strategic Implications - The acquisition is expected to enhance BAM's fee-related earnings, which were approximately $2.8 billion over the last twelve months, and bolster BN's distributable earnings through increased participation in net carried interest from Oaktree funds [4][6]. - The transaction will solidify the U.S. as BAM's largest market, managing over $550 billion in assets, with more than 50% of BAM's employees and revenue generated in the U.S. post-acquisition [6][8]. Leadership and Management - Key figures from Oaktree, including Howard Marks and Bruce Karsh, will maintain senior roles within Brookfield, ensuring continuity in leadership and strategic direction [3][4]. Future Outlook - The transaction is anticipated to close in the first quarter of 2026, subject to regulatory approvals, and is expected to be accretive to both BAM and BN [5][6].

Brookfield Asset Management (NYSE: BAM ) is one of the largest alternative asset managers in the world. It manages more than $1T in assets, of which $560B are in fees, distributes up to 100% of its profits in dividends, and, even so, continues to growQuality Growth Investor. I have the simplest of tastes, I only like the best. Here I will analyze the companies in my investment universe. I am looking for the best businesses in the world in order to create a long term portfolio that can outperform the market. ...

Core Insights - Investors are increasingly optimistic about green stocks, driven by the necessity of renewable energy to support the growing demand for artificial intelligence (AI) [10] - The S&P Global Clean Energy Transition Index has surged nearly 50% since April, outperforming major equity indexes and gold [10] - Lower US interest rates are benefiting capital-intensive green sectors, facilitating capital inflow into green funds [3][10] Investment Trends - Brookfield Asset Management raised $20 billion for the largest private fund focused on clean energy transition, while Resolution Investors LLP launched a global equity climate fund targeting $1 billion [3][10] - The S&P clean energy index has outperformed the S&P Global Oil Index since early April and is leading all major country equity gauges, except for South Korea [5][10] Market Dynamics - Clean energy indexes show low correlation with the broader market, making them suitable for tactical allocations when catalysts arise [6][10] - AI-driven energy demand is projected to more than double by 2028, favoring rapid deployment of solar, storage, and gas capabilities [6][10] Company Performance - Bloom Energy Corp. and Goldwind Science & Technology Co. are significant gainers in the clean energy index, with share prices increasing by triple-digit percentages this year [7][10] - Despite the recent rebound, the S&P clean energy index remains at only half its level compared to 2021, when green investing peaked [8][10] Industry Outlook - Aniket Shah from Jefferies Financial Group describes the current phase of green investments as the "glory days," highlighting a simultaneous acceleration in capital markets and real economy efforts towards sustainability [9][10]

Core Viewpoint - Brookfield Asset Management Ltd. will host its Q3 2025 conference call and webcast on November 7, 2025, at 9:00 a.m. ET, with results released prior to 7:00 a.m. ET [1] Group 1: Company Overview - Brookfield Asset Management is a leading global alternative asset manager headquartered in New York, managing over $1 trillion in assets [2] - The company focuses on long-term investments in real assets and essential service businesses that are critical to the global economy [2] - Brookfield offers a variety of alternative investment products to a diverse range of investors, including public and private pension plans, endowments, foundations, sovereign wealth funds, financial institutions, insurance companies, and private wealth investors [2] Group 2: Event Details - The Q3 2025 conference call and webcast will be accessible via a pre-registration process for participants [3] - A replay of the event will be available for 90 days following the live broadcast [3]

Core Insights - Brookfield Asset Management Ltd. (NYSE:BAM) is recognized as one of the 12 most promising clean energy stocks by Wall Street analysts [1] - The company specializes in alternative asset management, focusing on renewable power, transition, and infrastructure investments [2] - Recently, Bank of America adjusted its price target for BAM from $68 to $67 while maintaining a Neutral rating, citing revised EPS estimates for Q3, Q4, 2026, and 2027 due to higher catch-up fees from the Renewables II fund [2] - Brookfield has successfully raised $20 billion for its flagship energy transition fund, making it the largest private fund dedicated to clean energy transition globally [3] - The fund attracted contributions from various institutional investors, including new participants, with notable commitments of $2 billion from ALTÉRRA and $1.5 billion from Norges Bank Investment Management [3]

Core Insights - Brookfield has successfully closed its flagship energy transition strategy, the Brookfield Global Transition Fund II (BGTF II), raising $20 billion in commitments, making it the largest private fund focused on clean energy transition globally [1][2] - The Fund has attracted a diverse range of institutional investors, including new participants, and has secured approximately $3.5 billion in co-investment, bringing total capital raised to approximately $23.5 billion [2][3] - Over $5 billion has already been deployed in high-quality transition investments, with a focus on technologies that support clean and low-cost energy solutions [3] Fund Details - BGTF II exceeded its initial target and surpassed the previous fund's record, BGTF I, which raised $15 billion [2] - Notable commitments include $2 billion from ALTÉRRA and $1.5 billion from Norges Bank Investment Management [2] - The Fund's strategy emphasizes an "any and all" approach to energy investment, driven by increasing energy demand from sectors like artificial intelligence and electrification [3] Investment Focus - The previous BGTF I invested in various energy technologies, including renewables, carbon capture, sustainable aviation fuel, and battery storage [3] - Recent agreements include significant energy supply deals with Microsoft and Google, marking the largest contracts in wind/solar and hydroelectricity [3] Company Overview - Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion in assets under management across various sectors, including infrastructure and renewable power [4]

Core Insights - Brookfield has successfully closed its flagship energy transition strategy, the Brookfield Global Transition Fund II (BGTF II), raising $20 billion in commitments, making it the largest private fund focused on clean energy transition globally [1][2] - The Fund has attracted a diverse range of institutional investors, including new participants, and has secured approximately $3.5 billion in co-investment, bringing total capital raised to approximately $23.5 billion [2][3] - Over $5 billion has already been deployed in high-quality transition investments, with a focus on technologies that support clean and low-cost energy solutions [3] Fund Details - BGTF II exceeded its initial target and surpassed the previous fund's record, BGTF I, which raised $15 billion [2] - Notable commitments include $2 billion from ALTÉRRA and $1.5 billion from Norges Bank Investment Management [2] - The Fund's strategy emphasizes an "any and all" approach to energy investment, driven by increasing energy demand from sectors like artificial intelligence and electrification [3] Investment Focus - The Fund's investments span various energy technologies, including renewables, carbon capture, sustainable aviation fuel, battery storage, and nuclear services [3] - Brookfield has established significant energy supply agreements with major companies like Microsoft and Google, marking the largest deals in wind/solar and hydroelectricity [3] Company Overview - Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion in assets under management across various sectors, including infrastructure and renewable power [4] - The company focuses on long-term investments in real assets and essential service businesses that are critical to the global economy [4]

Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at notable firms [1] - He is a Professional Engineer and Project Management Professional with degrees in Civil Engineering & Mathematics and a Master's in Engineering focused on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value in investment strategies [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content for investors [2] - The service includes an active chat room for like-minded investors to share insights and strategies [2]

Group 1 - Empire Asset Management adjusted its rating for Brookfield Asset Management (BAM) to Neutral, maintaining a hold action, with BAM's stock price around $57.35 [1][5] - Bank of America revised its price target for BAM, lowering it from $68 to $67 [1] - BAM's business model is characterized as high-growth and asset-light, leveraging trends such as digital infrastructure, deglobalization, and decarbonization [2] Group 2 - In Q2, BAM reported a 16% year-over-year increase in fee-related earnings, supported by significant capital inflows of $97 billion over the past year [2][5] - The current price-to-distributable earnings (DE) multiple for BAM is 38x, but projected annual DE growth of 18% could reduce this multiple to 16x by 2030 [3][5] - BAM's stock price fluctuated between a low of $56.86 and a high of $57.38 on the day, with a market capitalization of approximately $92.5 billion [4]

Lima’s mayor is reveling in a victory over Brookfield Asset Management, which is dissolving its Peru toll road company citing losses and harassment by local authorities https://t.co/0QxdsmUkl6 ...