What I'm Watching With Brookfield To See If They Beat The Market

By Reuben Gregg Brewer – Mar 29, 2026 at 2:15PM ESTKey PointsBrookfield Corporation has been reworking its business with the goal of becoming an investment-led insurance company.Investors are likely well aware of the model, since it is the same one that Berkshire Hathaway uses.Brookfield Corporation (BN 1.66%) has an over 125 year history of investing its own money and investing on behalf of others. While it may not be a business that many investors know about today, like Berkshire Hathaway (BRKA 1.13%)(BRKB 1.33%), it is one that you will want to get to know. Here's what I'm watching at Brookfield Corporation to see if it beats the market. A big transition is unfolding at Brookfield Corporation Brookfield Corporation isn't hiding its aspirations. It wants to operate more like Berkshire Hathaway and Berkshire clone Markel (MKL 1.70%). Both of those businesses are insurance companies, but they have a unique focus on investing. Effectively, Berkshire and Markel use the premiums they collect to fund their investments. It has been a highly successful business model for both companies, with each of them handily outpacing the S&P 500 index over the long term. That's why Brookfield wants to travel down this path, too. Image source: Getty Images. Becoming an investment led insurance company has been a process, but the foundation has been set at this point. The company's goal is to grow distributable earnings by 20% or more a year over the next five years. That's a tall order and one that investors should watch closely.

If Brookfield Corporation can live up to that goal it is highly likely that it will be able to beat the market. The company is focused on five investment categories: infrastructure, renewable power, real estate, private equity, and credit. These are all areas that Brookfield Corporation believes will be important for global growth for years to come. And it has a presence in over 50 countries around the world as it looks to invest in these areas. The foundation for growth is strong. ExpandNYSE: BNBrookfield CorporationToday's Change(-1.66%) $-0.66Current Price$39.00Key Data PointsMarket Cap$96BDay's Range$38.88 - $39.6252wk Range$29.07 - $49.56Volume5MAvg Vol5.8MGross Margin26.37%Dividend Yield0.64% The proof will be clear for Brookfield Corporation It won't be hard to track the company's results. Currently the company has around $180 billion in its own capital to invest, $135 billion in insurance assets, and $1 trillion in assets under management at investment firm Brookfield Asset Management (BAM 1.12%). While it isn't reasonable to expect those numbers to rise every year, the company's ability to meet its long-term goals requires its asset base to steadily grow. In fact, that is the proof that Brookfield Corporation is succeeding, since strong investment returns will likely be the primary driver of the growth of the company's asset base.Read NextMar 26, 2026 •By Matt DiLalloThis Elite Wealth-Creating Machine Is a Screaming Bargain These DaysMar 25, 2026 •By Matt DiLalloThe Best Financial Stocks to Buy With $1,000 Right NowMar 24, 2026 •By Jason Hall1 Stock Set to Win From This $7 Trillion AI OpportunityMar 17, 2026 •By Matt DiLalloThese 3 Top Financial Stocks Are Down As Much As 43.5% on Private Credit Fears. Here's Why I'm Buying Them Like There's No Tomorrow.Mar 8, 2026 •By Matt DiLallo20 Best High-Yield Dividend Stocks to Buy in 2026Mar 6, 2026 •By Thomas NielThe 3 Best Stocks to Invest $1,000 in Right NowAbout the AuthorReuben Gregg Brewer is a contributing Motley Fool stock market analyst covering energy, utilities, REITs, and consumer staples. He is the former director of research at Value Line Publishing, where he rose from mutual fund analyst to equity analyst before leading all research operations. Reuben holds a bachelor’s degree in psychology from SUNY Purchase, a master’s in social work from Columbia University, and an MBA from Regis University. He has been featured as a financial expert on CNBC and in the Financial Times, Barron’s, and InvestmentNews.TMFReubenGBrewerStocks MentionedBrookfield CorporationNYSE: BN$39.00(-1.66%)-$0.66Berkshire HathawayNYSE: BRKA$704,434.49(-1.13%)-$8,065.51Berkshire HathawayNYSE: BRKB$468.94(-1.33%)-$6.33Markel GroupNYSE: MKL$1,865.73(-1.78%)-$33.91Brookfield Asset ManagementNYSE: BAM$43.20(-1.09%)-$0.48*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.