Core Insights - Brookfield Corporation has delivered impressive wealth-building returns, averaging over 15% annually for the past 30 years, outperforming the S&P 500 and many leading companies [1] - Over the past five years, Brookfield has achieved a robust 19.2% average annual total return, significantly higher than the S&P 500's 13.8% [3] - A $1,000 investment in Brookfield five years ago would be worth over $2,400 today, compared to approximately $1,900 for the same investment in the S&P 500 [3] Financial Performance - The company has an impressive 18% annualized earnings growth rate, driven by the rapid expansion of its wealth solutions business [4] - The wealth solutions platform has grown from about $2 billion in insurance assets under management (AUM) four years ago to over $110 billion today, largely due to strong organic growth and acquisitions [4] - Recent acquisitions include AEL for $4.3 billion in 2023 and American National for $5.1 billion in 2022, contributing to over $2 billion in annual earnings from this business [4] Asset Management Expansion - Brookfield has significantly expanded its alternative investment management platform, which now has over $1 trillion in AUM [5] - The expansion has been achieved through strategic partnerships and the launch of new flagship investment funds, focusing on megatrends such as infrastructure, renewable energy, and private credit [5] Future Outlook - The company anticipates that the next five years will be even better, with ongoing rapid expansion of its wealth solutions and asset management platforms expected to drive higher total returns for investors [6]

I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium- to long-term horizon. Analyst's Disclosure:I/we have a beneficial long position in the shares of BIP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose ...

Core Viewpoint - Brookfield Corporation has received approval from the Toronto Stock Exchange for the renewal of its normal course issuer bid to repurchase up to 10% of the public float of its outstanding Class A Preference Shares, with the bid period extending from August 22, 2025, to August 21, 2026 [1][3]. Summary by Relevant Sections Normal Course Issuer Bid - The renewed normal course issuer bid allows Brookfield to purchase Preferred Shares on the open market, with all acquired shares to be cancelled [1][3]. - The company has not made any purchases under the current issuer bid that commenced on August 22, 2024, which will expire on August 21, 2025 [3]. Series and Trading Information - The company has various series of Preferred Shares, with the maximum number of shares subject to purchase varying by series. For example, Series 2 has a maximum of 1,717 shares, while Series 24 has a maximum of 2,966 shares [2][14]. - The average daily trading volume for these shares ranges from 1,000 to 11,864, depending on the series [2]. Automatic Share Purchase Plan - Brookfield plans to implement an automatic share purchase plan around the week of September 22, 2025, allowing for purchases during internal trading black-out periods [4]. Company Overview - Brookfield Corporation is a leading global investment firm focused on long-term wealth creation across three core businesses: Alternative Asset Management, Wealth Solutions, and Operating Businesses in renewable power, infrastructure, and real estate [6][7]. - The company has a history of delivering over 15% annualized returns to shareholders for more than 30 years, supported by its investment and operational expertise [7].

Analyst's Disclosure:I/we have a beneficial long position in the shares of BEP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged a ...

Core Insights - The article expresses a personal opinion regarding investment positions in BNJ and BEPI, indicating a beneficial long position in these shares [1] Group 1 - The information provided is intended solely for informational purposes and should not be construed as a solicitation for buying or selling securities [2] - It emphasizes the importance of conducting personal research or consulting a financial advisor before making investment decisions [2] - The article clarifies that past performance does not guarantee future results, and no specific investment recommendations are made [3]

Group 1 - Brookfield Asset Management (NYSE: BAM) is viewed as a valuable investment despite trading at a premium compared to peers, indicating strong underlying rationale for this premium [1] - The company is recognized for its focus on equity valuation, market trends, and portfolio optimization, which are essential for uncovering high-growth investment opportunities [1] - The investment approach combines rigorous risk management with a long-term perspective on value creation, emphasizing macroeconomic trends and corporate earnings [1]

Core Viewpoint - Partners Value Split Corp. reported a net asset value per unit of $157.55 as of June 30, 2025, reflecting a strong financial position and growth in income and comprehensive income compared to the previous year [1][2]. Financial Performance - Income available for distribution for the six months ended June 30, 2025, was $48 million, an increase from $42 million in the prior year, primarily due to higher dividend rates from Brookfield Corporation and Brookfield Asset Management Ltd. [2][4] - Net comprehensive income reached $533 million, significantly up from $159.77 million in the prior period, driven by higher unrealized mark-to-market gains on shares of Brookfield Corporation and Brookfield Asset Management [2][4]. - The fair value of Brookfield Corporation shares was $61.85 as of June 30, 2025, up from $57.45 at the end of 2024, while Brookfield Asset Management shares had a fair value of $55.28, compared to $54.19 at the end of 2024 [2][4]. Investment Holdings - As of June 30, 2025, the Company owned 120 million Class A Limited Voting shares of Brookfield Corporation and 30 million Class A Limited Voting shares of Brookfield Asset Management, which generate cash flow through dividend payments [4][5][6]. - The Company's investment in Brookfield Corporation represents approximately an 8% interest, while the investment in Brookfield Asset Management represents about a 2% interest [5][6]. Dividend Information - The Company reported distributions paid on senior preferred shares and debentures amounting to $16.87 million for the six months ended June 30, 2025, compared to $15.83 million in the prior year [4]. - Income available for distribution to junior preferred and capital shares was $31.39 million, up from $26.55 million in the previous year [4]. Asset Management Overview - Brookfield Corporation is recognized as a leading global investment firm focused on long-term wealth creation across three core businesses: asset management, wealth solutions, and operating businesses [5]. - Brookfield Asset Management Ltd. is noted for managing over $1 trillion in assets across various sectors, including real estate, infrastructure, and private equity [6].

Financial Performance - The Partnership reported a net loss of $6.2 million for the quarter ended June 30, 2025, a significant decrease from a net income of $21.6 million in the same quarter of the previous year, primarily due to unfavorable foreign currency movements and higher tax recoveries in the prior year [2][4] - Investment income for the quarter included $26.241 million in dividends and $6.450 million in other investment income, totaling $32.691 million, compared to $27.589 million in the prior year quarter [4] - Operating expenses decreased to $1.048 million from $1.301 million year-over-year, while financing costs remained relatively stable at $2.501 million compared to $2.545 million in the previous year [4] Investment Portfolio - The Partnership holds approximately 121 million Class A Limited Voting Shares of Brookfield Corporation (BN) and approximately 31 million Class A Limited Voting Shares of Brookfield Asset Management Ltd. (BAM), representing about 8% and 2% interests in BN and BAM, respectively, as of June 30, 2025 [5] - The market prices for BN and BAM shares as of June 30, 2025, were $61.85 and $55.28, respectively, with prices increasing to $65.60 and $62.11 by August 14, 2025 [3] Financial Position - As of June 30, 2025, total assets amounted to $10.329 billion, an increase from $9.640 billion at the end of 2024, with significant investments in Brookfield Corporation and Brookfield Asset Management [6] - The Partnership's liabilities included $1.271 billion, with preferred shares totaling $1.010 billion, reflecting an increase from $939 million at the end of 2024 [6] - The net book value at the end of the period was $9.010 billion, with a per unit value of $11.47, adjusted for a ten-for-one unit split effective August 8, 2025 [4][6]

Core Points - Brookfield Corporation announced a public offering of $650 million principal amount of senior notes due 2036 with an interest rate of 5.330% per annum [1][2] - The offering is expected to close on August 20, 2025, subject to customary closing conditions [1] - The net proceeds from the sale of the notes will be used for general corporate purposes [2] Company Overview - Brookfield Corporation is a leading global investment firm focused on building long-term wealth for institutions and individuals [5] - The company operates three core businesses: Alternative Asset Management, Wealth Solutions, and Operating Businesses in renewable power, infrastructure, business and industrial services, and real estate [5] - Brookfield has a track record of delivering over 15% annualized returns to shareholders for over 30 years [6]

Group 1 - Investors in Brookfield Business Partners L.P. (BBU) should monitor the stock due to significant implied volatility in the options market, particularly the Sept. 19, 2025 $30.00 Call option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that a major event may be anticipated that could lead to a significant price change [2] - Currently, Brookfield Business Partners holds a Zacks Rank 4 (Sell) in the Business - Services industry, which is in the bottom 39% of the Zacks Industry Rank, with no analysts increasing earnings estimates and two revising them downward, resulting in a consensus estimate drop from $1.17 to $1.00 per share [3] Group 2 - The high implied volatility may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility, hoping the underlying stock does not move as much as expected by expiration [4]