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  5. BN: When looking at portfolio weightings and the Brookfield companies - do you consider each incarnation of the brookfield empire as a different company or do you consider them the same? [Brookfield Corporation Class A Limited Voting Shares]
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Q: When looking at portfolio weightings and the Brookfield companies - do you consider each incarnation of the brookfield empire as a different company or do you consider them the same? Trying to figure out if I should trim or not, given their connections.
Asked by Judith on August 25, 2025
5i Research Answer:

We tend to view them as different companies with the caveat that an investor should be aware that there are some common ownership risks between them. So, while we wouldn't be too worried about an overweighting to the 'Brookfield family', we would probably prefer not to have a majority of a portfolio allocated to them either, as there is always an outside risk of some sort of systemic issue popping up that impacts the markets view of all of the companies. 

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