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Investment Q&A

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Brookfield Renewable Partners L.P. (BEP.UN $38.29)
- $38.29 Cap: $25.11B
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- View Reports on BEP.UN
Brookfield Corporation Class A Limited Voting Shares (BN $62.13)
- $62.13 P/E (TTM): 91.28X Cap: $140.08B
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.23)
- $73.23 P/E (TTM): 33.39X Cap: $118.03B
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Q: hello 5i:
the Brookfield companies listed above make up close to 9% of our holdings. In your opinion, is that overweighting one entity too much? Any of the companies could be traded, but finding a comparable, or "better" company in that particular sector eg. utilities, financials, etc; is difficult. Your thoughts, please.
thanks
Paul L

Asked by Paul on December 16, 2025

5i Research Answer:

While position sizes need to be personal, WE would be very comfortable at 9% total of the three companies noted.

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