What Makes Brookfield Corp. (BN) an Interesting Stock?

Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 69.2% and 61.3% on a gross and net basis, since inception through September 30, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as Brookfield Corporation (NYSE:BN). Brookfield Corporation (NYSE:BN) is an alternative asset manager and REIT/Real Estate Investment Manager firm. The one-month return of Brookfield Corporation (NYSE:BN) was 0.50%, and its shares gained 20.73% of their value over the last 52 weeks. On December 23, 2025, Brookfield Corporation (NYSE:BN) stock closed at $46.27 per share, with a market capitalization of $103.98 billion.

Qualivian Investment Partners stated the following regarding Brookfield Corporation (NYSE:BN) in its third quarter 2025 investor letter:

“We sold our position in Copart (CPRT) and initiated a new position in Brookfield Corporation (NYSE:BN). Brookfield Corp. (BN) is a leading Canadian-based global alternative investment firm that owns and operates real assets that form the backbone of the global economy, while also managing a massive pool of third-party capital. With over $1 trillion in assets under management (AUM), Brookfield’s operations are divided into three core businesses: 1) Asset Management – includes BN’s controlling interest in the publicly traded Brookfield Asset Management (BAM), which generates stable, high-margin, fee-related earnings from managing capital for institutional and retail investors; 2) Wealth Solutions – represents a newer, high-growth business that acquires and manages long-duration, predictable insurance liabilities (e.g., annuity policies) and investing the resulting float which provides BN with a source of permanent, sticky capital to invest across its ecosystem; and 3) Operating Businesses – the physical assets and businesses that BN directly owns and operates, providing stable, recurring, and often inflation-linked cash flows, including Renewable Power and Transition (hydroelectric, wind, solar, and utility-scale power generation), Infrastructure (utilities, transportation such as ports and rail, midstream energy, and next-generation data infrastructure, e.g., data centers, fiber optic), Private Equity, and Real Estate.