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  5. BAM: For a long term hold 10-15 years in a registered account with DRIP on which of these do you see returning better? [Brookfield Asset Management Ltd. Class A Limited Voting Shares]
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Q: For a long term hold 10-15 years in a registered account with DRIP on which of these do you see returning better? I already own some BN in an unregistered account but I am not afraid of being concentrated. Thanks
Asked by Kolbi on July 15, 2024
5i Research Answer:

Given the new structure between BN and BAM, where BAM is more of an income investment, with its goal to distribute most of its cash flow to shareholders, we would give STN the slight edge today. But largely, we would be comfortable with either for a 10-15 year hold.