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  5. BAM: I am considering selling some BAM to realize a loss and adding it to BN. [Brookfield Asset Management Ltd. Class A Limited Voting Shares]
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Investment Q&A

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Q: I am considering selling some BAM to realize a loss and adding it to BN. Any info about CRA not accepting the loss due to the relationship between the 2? Also, any thought on which has the better prospects for total return in the next 2 -3 years; dividends are not important, just total return. Thank you for your excellent service.
Asked by Leonard on March 27, 2026
5i Research Answer:

The businesses are fundamentally different, so we would not be worried about superficial losses here. We like the prospects of BN overall. They are more diversified in terms of exposures and can allocate to a range of areas where BAM is more focused specifically on asset maangement and will be more tied to markets in general.