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  5. BAM: I hold both GSY and BAM, and I'm considering increasing my stake. [Brookfield Asset Management Ltd. Class A Limited Voting Shares]
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Investment Q&A

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Q: I hold both GSY and BAM, and I'm considering increasing my stake. Historically, BAM has outperformed GSY over the past few years. Both stocks have similar dividend yields. Which one would you recommend I prioritize, or should I consider adding to both? I'd appreciate your insights. Thanks
Asked by Esther on June 11, 2025
5i Research Answer:

We do like GSY, but BAM is massively larger, more diversified by asset and business mix, and much much safer. We can't comment on persoanl weighting sizes, but we would certainly lean to owning 'more' of BAM overall.