Brookfield Asset Management Voting Ord Shs Class A T.BN.PF.J

BAM is a lagger when compared to peers

[argon12]

Not only has it lagged its peers, its performance has been terrible compared to just about anything.

Too much blood loss in their Real Estate. 

The company will never trade at a huge growth multiple until they actually have something with huge growth potential. 

Biggest tech revolution in history and this asset manager has completely missed out. Instead, they buy JC PENNY because they have to.


Get rid of the Partners special voting class of shares and making it all ParriPassu.

If management can't stand on their own two legs and grow this business faster, then perhaps new blood is required. They shouldn't be able to hide behind the shield of special voting status for their "B" shares.
All this does is gives them the power to increase their stock option awards etc... with no downside.

I should of just bought AAPL and watch my money go up 5x in 2 years.

BAM investor day highlights- Path to $110 in 5 years. Are you kidding me?
2 years ago it was a Path to $150.00.

I've been in bam for 10 years. I'm done.

All this powder on the sidelines and they still can't figure it out.

[Stavkot]

I agree with you that they're lagging the tech names right now (and for good reason) but I don't see it as a problem. I invest in Brookfield primarily for their specific assets and secondly for the asset management business. It just happened that this asset class is in a lot of trouble due to the pandemic but it's the assets I chose to be in and I believe that Brookfield manages them