What is Partners Value Split?
Partners Value Split Corp operates as a specialized private fund headquartered in Toronto, Ontario. Its primary function is the management of a concentrated investment portfolio, specifically targeting Class A Limited voting shares of Brookfield Asset Management Inc. By functioning as a split-share corporation, the entity provides a unique mechanism for investors to gain exposure to the underlying performance of Brookfield's assets. The firm is strategically positioned within the asset management sector, benefiting from the institutional oversight and operational expertise of Brookfield Investment Management (Canada) Inc. This structure allows for a focused investment thesis that prioritizes long-term value retention and dividend distribution, catering to institutional and high-net-worth participants seeking exposure to major infrastructure and real estate-linked equities.
How much funding has Partners Value Split raised?
Partners Value Split has raised a total of $100M across 1 funding round:
Share Placement
$100M
Share Placement (2020): $100M with participation from RBC Capital Markets, TD Securities, CIBC Capital Markets, BMO Capital Markets, and Scotiabank
Key Investors in Partners Value Split
BMO Capital Markets
BMO Capital Markets is a full-service financial services provider offering equity and debt underwriting, corporate lending, and mergers and acquisitions advisory services to institutional clients.
Scotiabank
Scotiabank is a Canadian multinational banking institution providing comprehensive financial advice, wealth management, and global capital markets services.
TD Securities
TD Securities provides a wide range of capital market products, including underwriting and distribution of new debt and equity issues for global institutional clients.
What's next for Partners Value Split?
Looking ahead, Partners Value Split is poised to maintain its role as a stable, yield-focused investment vehicle. The recent capital injection provides the necessary liquidity to optimize its portfolio structure and navigate evolving market conditions. Strategic priorities will likely involve continued alignment with Brookfield Asset Management's growth initiatives, ensuring that the split-share structure remains efficient for its shareholders. As the firm continues to operate under the stewardship of Brookfield, it is expected to focus on maintaining its dividend policy and capital preservation strategies, which are essential for its core investor base. The firm remains a critical component of the broader Brookfield ecosystem, serving as a specialized conduit for equity participation in one of the world's largest alternative asset managers.
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