Brookfield Asset Management Ltd. (BAM)
Technology · NYSE · US
Fundamentals
Valuation and ratings
Brookfield Asset Management Ltd. trades at USD49.57. We do not hold enough of the inputs to run a discounted cash flow on this company, so we publish no fair value for it rather than a number we would not defend.
About Brookfield Asset Management Ltd.
Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. It was founded in 2022 and is based in New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.
BAM passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
14 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Thomas Gayner, MARKEL GROUP INC.$195.04M · 0.9% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$87.06M · 0.1% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$49.04M · 0.1% of book
- Broad Run Investment, Broad Run Investment Management, LLC$26.83M · 4.7% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$24.74M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Which funds own BAM?
14 of the institutions we track reported a position in BAM in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.