LongBNJul 2026
Brookfield Corporation
Brookfield is viewed as a long-term compounder built around a growing asset-management franchise and a collection of operating subsidiaries. The letter highlights approximately…
BN
Which hedge funds are long BN?
4 published ideas on Brookfield Corporation across 4 funds — 4 long and 0 short.
Brookfield hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Brookfield: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongBNJun 2026
Brookfield Corporation
Brookfield Corporation is positioned by the fund as a direct beneficiary of the physical infrastructure required for AI. The managers cite Brookfield's projection of $7 trillion…
LongBNFeb 2026
Brookfield Corporation
BN is a leading alternative asset manager with high-quality, growing cash flows, trading at a significant discount. Its earnings growth is poised to accelerate to ~25%+ due to…
LongBNSep 2026
Brookfield Corporation
Brookfield is viewed as a compounding asset-management platform whose scale and fee streams can grow with assets under management. The letter says Brookfield has increased AUM at…