Core Equity Portfolio Changes

The level of cash within the Core Equity composite is a direct function of valuation. ¬†As companies within the portfolio approach or exceed our current estimate of fair value, we reduce or eliminate the position. Ideally, there are existing opportunities within the current portfolio to recycle that capital or add new capital to existing positions. … Read more

Brookfield Asset Management, Inc. (BAM)

Brookfield Asset Management is a publicly owned asset management holding company. The company invests in the property, power, and infrastructure sectors. Through its funds and private capital business, the company invests in specialty funds including private equity as well as makes direct investments in real estate, energy, and resource assets. The company also makes investments … Read more