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.

Questions or comments? Email matt@eaglepointcap.com

This is not a recommendation to buy or sell any stock mentioned. I do not have a position in any stock mentioned unless otherwise noted in this post. Do your own research: you are accountable for your own returns. Please read my fullĀ disclosure



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