Subject: Re: growth & components
as posted above in this thread, brookfield (pre-BN split) had the smallest Private Equity revenue exposure of the major alts in 2022. (anything more recent appreciated !)

there have been multiple sources pointing to the 2024 trouble PE has, given 4 major metrics estimated from public sources are hurting :

FCF margins of ~0
EBITA margins at ~30% of S&P500
# of company Exits down ~50% since 2021
Revenue growth down ~50%, to same as S&P500
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(ref: mostly verdad)

of course what we dont know are the quasi-proprietary multiples (nor validity) assigned at each alt manager, as this is mechanism by which perceived volatility is suppressed.

so lucky or not, relative positioning for BN should be ok.