Should You Expect Attractive Growth Opportunities in Brookfield Corporation (BN)?

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here.  The strategy returned 0.43%, net of fees, in the quarter compared to -1.32% for the MSCI AC World Net Index. The Portfolio experienced a solid quarter relative to the market, despite a volatile environment. Industrials and Consumer Discretionary were the top sector contributors, while Information Technology and Energy detracted.  Europe was the top contributor from a regional standpoint, while emerging markets detracted. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its first-quarter 2025 investor letter, Hardman Johnston Global Equity Strategy 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 6.78%, and its shares gained 50.84% of their value over the last 52 weeks. On June 16, 2025, Brookfield Corporation (NYSE:BN) stock closed at $61.60 per share with a market capitalization of $95.38 billion.

Hardman Johnston Global Equity Strategy stated the following regarding Brookfield Corporation (NYSE:BN) in its Q1 2025 investor letter:

“During the quarter, we initiated five new positions in Rheinmetall, Airbus SE, Marvell Technology, Brookfield Corporation (NYSE:BN), and Infineon Technologies AG. Brookfield Corp is a leading global investment firm with $1 trillion in AUM and $100 billion in managed insurance liabilities. We see a very attractive secular growth opportunity in a sector where scale will increasingly benefit the largest players like Brookfield. The current share price reflects a significant discount to NAV and an attractive valuation relative to growth. We see strong annual growth in distributable earnings from the base businesses, which compounds when including carried interest and capital allocation.”

A senior executive at Sprott Asset Management USA Inc. contemplating market changes and his future investments.

Brookfield Corporation (NYSE:BN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held Brookfield Corporation (NYSE:BN) at the end of the first quarter, which was 37 in the previous quarter. While we acknowledge the potential of Brookfield Corporation (NYSE:BN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.

In another article, we covered Brookfield Corporation (NYSE:BN) and shared Silver Beech Capital’s views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of 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.

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