skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. BAM: Hey folks, hope everyone is enjoying the summer season. [Brookfield Asset Management Ltd. Class A Limited Voting Shares]

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hey folks, hope everyone is enjoying the summer season. I own basically an equal weighting of BN (4%), BAM (4%), BEP(4%) in our various accounts. I'd like to buy a 4% position in BIP. Now comes my question, should I be a lumper or splitter - that is, am I ok looking at these as 4% positions, or would I be better to look at this as 12% position moving to 16% wrt Brookfield products??
Asked by jeff on July 18, 2024
5i Research Answer:
We think to some degree, investors could look at Brookfield names as separate entities because...
Sign up today for a free 14-day trial and continue your reading!

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!