Market
Memos from Howard Marks: Ruminating on Asset AllocationInfrastructure
Investing in assets that underpin the global economy
A century of infrastructure expertise
Since 1899, our firm has invested in and operated infrastructure assets, creating one of the world’s largest global platforms.
$202B
Assets under management
30+
Countries in which we operate
~53K
Operating employees
AUM as of September 30, 2024 and personnel as of December 31, 2023.
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Brookfield
A 100+ year history of creating long-term value
One of the world’s largest infrastructure owner-operators
Brookfield invests in and operates essential infrastructure assets that move people, goods, commodities, and data to where they are most needed. Today, the firm owns and operates one of the world’s largest telecom tower portfolios and more than 20,000 miles of rail lines—enough to travel round-trip from New York to Singapore
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Brookfield Public Securities
Exposure to listed infrastructure across geographies and sectors
Diversified opportunities in a rapidly evolving asset class
Brookfield’s Public Securities infrastructure strategies seek to invest in high-quality infrastructure companies that are attractively priced, using a value-based investment process that emphasizes fundamental, bottom-up research.
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Oaktree
Investing in undervalued infrastructure businesses
Embracing Oaktree’s investment philosophy
Oaktree uses its fundamental research process to identify assets that have the potential to create sustainable, long-term value. These strategies invest primarily in North American infrastructure-related businesses in the energy and transportation sectors.
Four reasons to consider infrastructure
These critical assets share common attributes that tend to provide consistency throughout market cycles seeking to provide these potential portfolio benefits.
01
Capital appreciation
02
Stable income
03
A hedge against inflation
04
Diversification1
1Diversification does not ensure a profit or protect against loss.