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BAMBrookfield Asset Management Ltd.

Price CAGR:-19.06%(TTM)

Over the latest trailing 12-month period, price cagr is -19.06%. The comparable SPY value is +19.16%. Year-to-date price return is -16.52%. Price CAGR uses adjusted close price history and excludes dividends.

Over longer horizons, Price CAGR averages 12.34% over 3 years. The price CAGR (Compound Annual Growth Rate) shows how the company's stock price has grown over various time periods. This measures pure price appreciation without including dividends.

BAM Price CAGR Chart

Brookfield Asset Management Ltd. (BAM)

BAM Quarterly Price (YoY)

Price growth vs the same quarter one year earlier, last 11 quarters.

BAM Price CAGR History

YearStart PriceEnd PriceChange% ChangeCAGR
202557.4953.19-4.30-7.48%-7.48%
202435.4657.49+22.03+62.13%+62.13%
202332.0035.46+3.46+10.81%+10.81%

Quarterly Price: QoQ & YoY

QuarterValueQoQYoY
Q2 202645+0.4%-19.3%
Q1 202644-15.2%-8.3%
Q4 202552-8.0%-3.3%
Q3 202557+3.0%+20.4%
Q2 202555+14.1%+45.3%
Q1 202548-10.6%+15.3%
Q4 202454+14.6%+34.9%
Q3 202447+24.3%+41.8%
Q2 202438-9.4%+16.6%
Q1 202442+4.6%+28.4%
Q4 202340+20.5%+40.1%
Q3 202333+2.2%
Q2 202333-0.3%
Q1 202333+14.1%
Q4 202229

QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.

About Brookfield Asset Management Ltd.

Brookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real estate, renewable energy, infrastructure, venture capital, and private equity assets. The firm provides a comprehensive range of public and private investment products and services to institutional and retail clients globally. Its strategy involves deploying capital into significant, premier assets across diverse geographies and asset classes, often co-investing its own capital alongside that of other investors. In its private equity and venture capital operations, the firm engages in a wide array of activities. These include early-stage ventures, outright acquisitions, control buyouts, corporate carve-outs, and the restructuring of financially distressed or underperforming mid-market companies. Its involvement further extends to recapitalizations, strategic redirections, and various forms of financing such as convertible, senior, and mezzanine debt, as well as operational and capital structure overhauls. Beyond private markets, Brookfield also actively participates in public debt and equity exchanges. Private equity investments are concentrated in specific sectors: Business Services (encompassing infrastructure, healthcare, road fuel distribution, construction, and real estate), Industrials (including manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management), and Residential/infrastructure services. The firm specifically targets companies underpinned by substantial real assets, primarily across industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, general manufacturing, and forest product sectors. Geographically, Brookfield maintains a significant investment presence worldwide, concentrating on North America (including Canada, the United States, and Brazil), Europe, Australia, and the broader Asia-Pacific region. Equity investments typically range from $2 million to $500 million. The firm employs a four-year investment period, structured within a ten-year term that allows for two optional one-year extensions. Brookfield is flexible in its ownership approach, readily taking both minority and majority equity stakes. Established in 1997 and headquartered in Toronto, Canada, Brookfield Asset Management boasts a global network of additional offices across North America, South America, Europe, the Middle East, and Asia.

Toronto, ON
2,500 employees
Financial Services / Asset Management
Sector
Financial Services
Industry
Asset Management
CEO
Connor David Teskey