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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
Brookfield delivered a strong first half of 2026, raising $98 billion of capital and deploying $100 billion across large-scale investments aligned with secular megatrends in digitalization, decarbonization, and deglobalization. The firm completed two strategic milestones: simplifying its capital structure by combining insurance and investment capabilities, and fully integrating Oaktree to create one of the world's most comprehensive credit platforms. Brookfield is capitalizing on accelerating energy demand, particularly through its Westinghouse nuclear services business, which benefits from a $17.5 billion U.S. Department of Energy commitment for new reactor equipment, and a $25 billion expanded partnership with Bloom Energy for data center power solutions. The firm develops approximately 10 gigawatts of new renewable generation annually and is signing long-term contracts at strong pricing. With changes to U.S. policy opening the $14 trillion defined contribution market to private assets, Brookfield is well-positioned for its next phase of growth. The firm sold $40 billion of assets, crystallizing strong returns while maintaining disciplined capital allocation focused on compounding intrinsic value per share.
Brookfield is positioned to capitalize on large-scale, capital-intensive investment opportunities driven by three secular megatrends: digitalization, decarbonization, and deglobalization, leveraging its global platform, operating expertise, and diversified capital base to deliver integrated solutions at scale.
Brookfield expects 2026 to be one of their best years ever, with strong momentum heading into the second half. The firm remains committed to investing capital in high-quality assets that earn solid cash returns on equity while emphasizing downside protection. The primary objective continues to be generating increased cashflows on a per-share basis and higher intrinsic value per share over the longer term. The combination of their securities creates a stronger, simpler Brookfield well positioned for opportunities ahead, particularly as investment opportunities become larger, more multi-faceted, and increasingly capital-intensive around secular megatrends.
As of Aug 25, 2026
Bruce Flatt serves as CEO and Chairman of Brookfield Asset Management, having joined Brookfield in 1990 and served as CEO since 2002, bringing over three decades of investment experience. His investment philosophy was shaped during the challenging markets of the late 1980s and early 1990s, developing the core principle of never being forced to sell during downturns when opportunities to buy are greatest. Flatt has led the transformation of Brookfield into one of the world's largest alternative asset managers with over $1 trillion in AUM, demonstrating exceptional growth with fee-bearing capital nearly doubling from $290 billion in 2019 to over $538 billion in 2024. Under his leadership, the company has achieved 108% stock appreciation over five years, with his personal 20% stake valued at approximately $6.2 billion, while maintaining focus on operational excellence and long-term value creation across five core investment verticals.
Brookfield Asset Management follows a disciplined transformation philosophy built on three core principles: an owner-operator model with over 250,000 operating personnel managing assets directly rather than through financial engineering; counter-cyclical investing that emphasizes buying during market downturns and maintaining patient capital through cycles; and focus on the Three Ds - digitalization, deglobalization, and decarbonization - as structural megatrends driving investment opportunities. The firm leverages 125 years of experience as an owner and operator, utilizing the Brookfield ecosystem to provide proprietary intelligence and deal flow while maintaining access to long-duration capital that enables transformational investing strategies.
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