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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 4, 2026 | Brookfield Asset Management Ltd. | 0.0% | 0.0% | NVDA, OAK | AI, credit, Energy Transition, Fundraising, infrastructure, Onshoring, private equity, real estate | The buildout of AI infrastructure is one of the largest infrastructure investment cycles in history, driving unprecedented demand for power, data centers, compute infrastructure, and grid modernization. Brookfield launched an AI Infrastructure Fund anchored by founding partners NVIDIA and KIA as part of their $100 billion AI Infrastructure Program. Growing power demand remains a key global priority, requiring large investment to participate in the generational buildout of power generation and energy transition solutions to support sustainable growth. This represents multi-trillion-dollar investment opportunities globally. Deglobalization is reshaping supply chains and increasing demand for localized, resilient industrial and logistics assets. Supply chains are being re-wired and manufacturing capabilities are being re-evaluated as companies modernize operations. Brookfield sees significant growth opportunities in infrastructure with the upcoming launch of their sixth flagship infrastructure fund expected to be their largest vintage ever. The convergence of digitalization, deglobalization, and power demand creates a deep investment pipeline. Momentum continues to build across credit platforms with Brookfield's acquisition of the remaining stake in Oaktree to enhance collaboration across their credit business and strengthen their ability to deliver long-term value for clients. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
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| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
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| No investor data available. | ||||||||