Partners Value Investments LP
Partners Value Investments LP is a Canadian investment partnership established to hold a significant 9% equity interest in Brookfield Asset Management Inc. It functions primarily as a long-term vehicle for investing in Brookfield and related opportunities. The firm is headquartered in Toronto, Ontario, was founded in 2001, and operates with a small professional team serving both institutional and individual investors seeking exposure to Brookfield’s asset management and associated holdings.
Investment Strategy
Partners Value Investments LP focuses on investing in shares of Brookfield Asset Management and related Brookfield entities, aiming for long-term capital appreciation. The partnership’s strategy leverages Brookfield’s global scale, diverse asset base, and disciplined value orientation, with a philosophy anchored in compounding shareholder value over the long run by maintaining substantial ownership in a top-tier asset manager.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BN | BROOKFIELD CORP | 75.74% | $7.48B | 120,937,304 | $31.27 | $61.85 | +$1.14B |
B BAM | BROOKFIELD ASSET MANAGEMENT LTD | 17.23% | $1.70B | 30,789,564 | $33.40 | $55.28 | +$210.3M |
B BNT | BROOKFIELD WEALTH SOLUTIONS LTD. | 5.14% | $507.4M | 8,213,563 | $53.16 | $61.78 | +$78.9M |
B BBU | BROOKFIELD BUSINESS PARTNERS L | 1.17% | $115.4M | 4,449,109 | $18.86 | $25.93 | +$46.4M |
B BBUC | BROOKFIELD BUSINESS CORP | 0.33% | $32.3M | 757,259 | $24.26 | $31.20 | +$12.1M |