Last stock in the clip; he also owns it personally as well as in his fund. GLTA
https://www.bnnbloomberg.ca/video/brett-girard-s-top-picks~2170302
Brookfield Asset Management (BAM/A TSX) – Last purchased on March 23, 2021 at $56.38
Brookfield Asset Management is also still trading around pre-pandemic levels. Size and skill allows this company to position itself as the buyer of choice for cash-strapped governments and out of favour businesses. Fee baring capital continues to increase, as do their investment offerings, including a recently launched ESG directive.
TOP PICK
Brookfield Asset Management (A)
(BAM.A-T)
March 29, 2021
Most Canadians should have exposure to private assets in their portfolio. You will see increases in valuation. (Analysts’ price target is $66.64)
MANAGEMENT/DIVERSIFIED
Brett Girard, CPA, CA, CFA
Price
$57.380
Owned
Yes