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.

Brookfield Corporation has compounded distributable earnings in the low- to mid-teens over the long term. It has generated a 14% annualized total shareholder return over the past 20 years via growth in its disciplined and opportunistic capital allocation and the growth in the underlying earnings of its operating businesses."

Brookfield Corporation (NYSE:BN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 42 hedge fund portfolios held Brookfield Corporation (NYSE:BN) at the end of the third quarter, up from 37 in the previous quarter. While we acknowledge the potential of Brookfield Corporation (NYSE:BN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Brookfield Corporation (NYSE:BN) and shared the list of stocks Wall Street analysts are watching closely. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.