With a history that spans 100 years, Brookfield has significant experience value investing in real estate and a broad range of other industries and geographic regions. We have established a solid track record of investing directly in assets and businesses as well as through equities and fixed income instruments to generate superior risk adjusted relative returns for ourselves and for our institutional and retail clients.
We believe our long-term commitment to the equities and fixed income markets enables us to recognize and capitalize on trends in the market. We are putting that expertise to work developing new fund products and customized services and strategies at Brookfield Asset Management as well as through our subsidiaries, Brookfield Investment Management Inc. and Brookfield SoundVest Capital Management.
Brookfield Investment Management Inc. is an SEC-registered investment advisor specializing in equities and fixed income. Headquartered in New York, as of December 31, 2009 we managed approximately $24 billion in assets for institutional and retail clients.
Our equities team manages global REITs and listed infrastructure securities on behalf of clients in Asia, Australia, Europe and North America. We have successfully developed a number of core and opportunistic strategies which invest across a broad universe of global listed real estate and infrastructure securities. Our fixed income strategies include specialty mortgage-backed securities, core fixed income and corporate high yield. Our institutional clients include insurance companies, pension funds, Taft-Hartley investors as well as foundations and endowments. We also manage a number of closed-end funds for retail investors.
Our investment philosophy incorporates a value-based approach towards investment and is founded on:
- Fundamental, proprietary research and analysis
- A team approach across all strategies
- Access to the intellectual capital of the broader Brookfield organization
We believe bottom-up security selection allows us to take advantage of out-of-favor sectors and companies.
We have investment teams in New York, Chicago, Toronto, London, Boston, Sydney and Singapore. (Note: The firm’s equities investment strategies are managed by AMP Capital Brookfield Pty Limited. Brookfield Investment Management Inc. manages AMP Capital Brookfield Pty Limited under a 10-year contract. AMP Capital Brookfield Pty Limited is jointly owned by Brookfield Investment Management Inc. and AMP Capital Investors Limited.)
Brookfield Investment Management Inc. is a wholly owned subsidiary of Brookfield Asset Management, a global asset manager focused on property, renewable power and infrastructure. The ability to access the resources and research synergies of the broader Brookfield platform is a competitive advantage for our clients.
For more information, please visit www.brookfieldim.com.
has provided investment management services to pension funds, trusts and foundations for over 30 years. With nearly $1 billion in assets under management, SoundVest has an outstanding track record of providing clients with superior returns while constantly employing risk management and risk reductions techniques. SoundVest has expertise in all of the major asset classes and is registered as an investment advisor in both Canada and the United States.
For more information, please visit www.brookfieldsoundvest.com.