Here’s What Positions Brookfield Corporation (BN) as a Generational Compounder?

6 days ago 4

Soumya Eswaran

Thu, January 29, 2026 astatine 8:13 AM CST 3 min read

Tsai Capital Corporation, an concern absorption firm, released its 4th fourth 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% earlier fees and 7.6% aft fees for the twelvemonth ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively earlier fees and 658% aft fees, since its inception 26 years ago, compared to the S&P 500 Index’s full instrumentality of 639%. The strategy’s nonsubjective is to put semipermanent successful exceptional companies that tin rapidly and efficaciously allocate superior towards the astir promising ideas and talent. Currently, the portfolio is invested successful 17 high-quality maturation companies crossed sectors. In addition, you tin cheque the apical 5 holdings of the Strategy to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Tsai Capital Corporation highlighted stocks similar Brookfield Corporation (NYSE:BN). Brookfield Corporation (NYSE:BN) is an alternate plus manager and REIT/Real Estate Investment Manager firm. Brookfield Corporation (NYSE:BN) shares traded betwixt $29.07 and $49.57 implicit the past 52 weeks. On January 28, 2026, Brookfield Corporation (NYSE:BN) banal closed astatine $47.09 per share. One-month instrumentality of Brookfield Corporation (NYSE:BN) was 2.61%, and its shares gained 2.91% of their worth implicit the past 3 months. Brookfield Corporation (NYSE:BN) has a marketplace capitalization of $105.823 billion.

Tsai Capital Corporation stated the pursuing regarding Brookfield Corporation (NYSE:BN) successful its 4th fourth 2025 capitalist letter:

"Brookfield Corporation (NYSE:BN) — (Year of First Purchase: 2025): Brookfield Corporation, headquartered successful Toronto, Canada, stands arsenic a preeminent planetary alternate plus manager and operator, harnessing a immense imperishable superior basal of implicit $180 cardinal to put successful and standard high-quality businesses crossed infrastructure, renewable power, backstage equity, existent estate, and beyond. With much than $1 trillion successful assets nether absorption done its majority-owned plus absorption limb (Brookfield Asset Management) and a increasing $135 cardinal security solutions platform, the institution deploys patient, opportunistic superior into existent assets that powerfulness the planetary economy—delivering resilient, inflation-protected returns successful an epoch of accelerating vigor modulation and integer infrastructure demand.