Investment Q&A

First, there is the track record. BN has seen multiple cycles, in the economy and sectors. The stock though has been a giant long term winner regardless (up 5,800% since 2000). We would also note that even with all the current concern, the stock is 'only' down 1.3% YTD, vs -26% for KKR, as an example. Then, diversification. With more than $1 trillion in assets under management, it has to be diversified. In recent commentary, Brookfield CEO Bruce Flatt downplayed systemic risk from private‑credit exposure to software borrowers, emphasizing that market concerns about software‑linked credit are “not that big of a deal” and nowhere near a 2008‑style issue. Independent analysts highlights that the firm is comparatively under‑exposed to enterprise software and tech‑enabled services, with portfolios anchored in infrastructure, power, utilities and data‑center platforms rather than leveraged software LBOs.

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