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Oaktree's legendary Chairman Howard Marks recently discussed the decline of globalization in favor of local sourcing.
Billionaire Investor Ray Dalio Predicts A New World Order: Our Top Pick
For a company with a market cap of $87 billion, I bet most investors aren't familiar with Brookfield Asset Management ( BAM , Financial). The company is a leading global alternative asset manager with

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Better Buy: Blackstone Vs. Brookfield Asset Management
(Reuters) -Australian power producer AGL Energy Ltd on Monday rejected a $3.54 billion takeover offer from billionaire Mike Cannon-Brookes and Canada's Brookfield Asset Management in favour of its pla
Canada's Brookfield Asset Management Inc is looking to raise $25 billion for its fifth flagship infrastructure fund, Bloomberg News reported on Friday.
BAM's value is estimated at about $49 per share based on its operating FFO and carry.
CEO Bruce Flatt in a letter to shareholders, following the 4Q21 announcement, revealed that the company is considering options, including spinning off its asset management business into a separate pub
Long-term shareholders from 30 years ago have seen every $1 turn into $111 for a CAGR of 17%. Annualized fee-related earnings and target carry grew by 15% and 30%, respectively, from 2020 to 2021.
Find out which companies bucked the downtrend.
Brookfield Asset Management Inc. (BAM) CEO Bruce Flatt on Q4 2021 Results - Earnings Call Transcript
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