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Brookfield Corporation has delivered an annualized total return of 19% over the past 30 years, outpacing the S&P 500 and Berkshire Hathaway, which have both returned roughly 11% annually. The firm’s business mix—spanning alternative asset management, wealth solutions, and operating businesses—has increasingly been compared to Berkshire Hathaway’s model, with Brookfield using earnings from its businesses and insurance-related “float” to reinvest and grow shareholder value.
Brookfield operates through three main platforms:
The article notes that Brookfield’s operating holdings resemble Berkshire Hathaway’s approach in areas such as energy, railroads, and industrial assets. It also highlights that Brookfield has expanded into insurance companies in recent years, largely focused on annuities, and uses the resulting earnings and insurance float to deploy capital.
Brookfield’s distributable earnings increased from $2.7 billion in 2021 to $5.3 billion last year, representing a 22% compound annual growth rate over the last five years. The article attributes much of this growth to the addition of the wealth solutions platform, described as a major catalyst over the past three years.
Brookfield expects the next five years to be even stronger, citing a strategic focus on AI infrastructure investment. The firm describes a “once-in-a-generation” opportunity to build infrastructure supporting AI, including investment in “AI factories,” or specialized AI data centers.
As part of this effort, Brookfield is described as a cornerstone investor in the Brookfield Artificial Intelligence Infrastructure Fund, managed by Brookfield Asset Management, which aims to invest up to $100 billion in AI infrastructure assets. The article also points to broader digitalization spending across Brookfield’s operating businesses, including investments by Brookfield Infrastructure in semiconductors and data centers, and by Brookfield Renewable in expanding power generation capacity.
Beyond AI infrastructure, the article cites growth potential from increasing allocations by individual investors to alternative investments and from a global real estate recovery. Together, these catalysts support Brookfield’s expectation of delivering 25% compound annual earnings-per-share growth over the next five years.
The article states that Brookfield expects its strategy to grow the company’s value to $140 per share by 2030, compared with an estimated current value of $68. It also notes that this target is well above a recent $50 share price.
The article concludes that Brookfield’s expected earnings growth, driven by the AI infrastructure megatrend, supports a bullish view. It characterizes the stock as trading below estimated intrinsic value and suggests it could continue outperforming Berkshire Hathaway.
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