Brookfield Asset Management (BAM) to reach the $500B AUM target by 2022 needs to make great strides in Private Equity. Brookfield Business Partners LP (BBU) Starts 2018 with a Bang!
BBU announced two deals in first week of Jan 2018.
1. Brookfield to Buy Westinghouse Nuclear Business and Brookfield Goes Nuclear.
2. Brookfield to buy 75 pct stake in Schoeller Allibert for $310 mln
Mritik Capital Top Pick is up 100% from Jan 2016 to Jan 2018. Even at $38 per unit price BBU has potential to deliver huge upside if Graftech and North American Palladium investments can be exited at good valuation in the ongoing commodity upcycle.
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