Brookfield Asset Management Reports 4Q11

Brookfield Asset Management reported impressive financial and operational performance during 2011. They are well positioned to increase cash flow further and generate increase value through both organic expansion and new initiatives. Our investment thesis remains intact. Some specifics: BAM’s estimated intrinsic value of the business increased to $40.99/share year end 2011 from $37.93/ share the […]

Brookfield Asset Management (BAM)

The current worldwide macroeconomic malaise tends to create opportunities for the contrarian and value investment approach used by Brookfield Asset Management. The investment offers: real assets at a good value; shareholder friendly management; proven performance during challenging times; a strong balance sheet and stable cash flows; asset, geographic and currency diversification. The case can be made for downside protection […]