Matt Franz : Zealous For Knowledge

Trisura Group

Trisura Group is a recent spinoff from Brookfield Asset Management. There are a few reasons I took a look:

  1. It’s a spinoff, which tend to outperform.
  2. Brookfield Asset Management’s previous four spinoffs have performed well.
  3. It has characteristics that suggest institutions may be price-insensitive sellers.
  4. Brookfield insiders own it.

My full notes and valuation areĀ here.

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