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  5. BAM: I hold smaller sized Positions of both of these companies and have had the intention to average into larger Positions as pricing opportunities arise. [Brookfield Asset Management Ltd. Class A Limited Voting Shares]

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Q: I hold smaller sized Positions of both of these companies and have had the intention to average into larger Positions as pricing opportunities arise.

Both have pulled back about a third from their highs ( i assume the Private Credit issue is the fear). Does that in fact represent the majority reason for the current pullback and if its the case is the fear as warranted as the relevant price pullback suggests?

Some of the opinions i hear suggest the Private Credit fears are greatly exaggerated .. whats yr take on this issue and if so might companies like BN and BAM be less exposed than the market suggests and might others like Apollo KKR and Blackstone be compelling value at current levels?

Craig
Asked by Craig on March 20, 2026
5i Research Answer:
One can never know for sure, but we would consider that the majority of the decline is related...
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