Brookfield Corp. (BN) -- Capitalizing on Infrastructure and Private Credit Growth | Third Point Capital Q4 2024

Strategic Positioning in Infrastructure and Private Credit Markets

Apr 13, 2025

Summary

Brookfield is a leading global franchise in infrastructure investment.
Significant presence in private credit with $250 billion in fee-earning assets.
Potential risks include market volatility and regulatory changes.
Recent performance driven by secular growth tailwinds.
Future outlook remains positive with expected continued growth in infrastructure and credit sectors.

In Third Point Capital’s Q4 2024 letter, Brookfield Corp. (BN, Financial) was highlighted as a strategic addition to the portfolio, reflecting the investment manager's confidence in its leadership in infrastructure and private credit markets. Third Point believes Brookfield is uniquely positioned to benefit from secular growth trends in these sectors, making it a compelling investment opportunity.

"The Investment Manager implemented a position in Brookfield Corp. last summer. Third Point believes Brookfield is uniquely positioned to be a beneficiary of the secular growth tailwinds around infrastructure, where it is the preeminent global franchise, and private credit, where it is a top player with $250 billion in fee-earning credit assets." — Third Point LLC, Q4 2024 Fund Letter

Read full letter at gurufocus Third Point Capital 2024 Q4 page.

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