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 3 funds — 4 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Brookfield Corporation: the full 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
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…
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…