One of the biggest reasons why I’m comfortable investing in $BN and $BAM is the leadership…

Bruce Flatt became CEO of Brookfield Asset Management in 2002, and in his first letter to shareholders, he outlined his vision for the company: "Our goal is to create long-term value for our shareholders by investing in businesses that have a competitive advantage and that generate stable cash flows."

Over the years, Flatt has consistently emphasized the importance of investing for the long term. In his 2013 letter to shareholders, he wrote: "Our business is not about making money tomorrow, it's about making money for the next 20 to 30 years."

Flatt has also stressed the importance of having a contrarian mindset when it comes to investing. In his 2014 letter to shareholders, he wrote: "We believe that the greatest investment opportunities are often found where others are not looking."

One area where Brookfield has focused its investments is in renewable energy. In his 2015 letter to shareholders, Flatt wrote: "We believe that renewable energy is one of the most compelling investment opportunities of our time. We have been investing in this sector for over a decade, and we continue to see strong growth prospects."

In his 2017 letter to shareholders, Flatt highlighted the importance of being disciplined when it comes to investing: "We are patient and disciplined investors, and we only invest in businesses that meet our rigorous standards for quality and value."

Finally, in his 2020 letter to shareholders, Flatt reflected on the challenges of the COVID-19 pandemic, writing: "The pandemic has been a stark reminder that our investments must be resilient and adaptable to changing circumstances. At Brookfield, we have always focused on building businesses that can weather any storm, and this has served us well during these challenging times."

Throughout his tenure as CEO of Brookfield Asset Management, Bruce Flatt has emphasized the importance of long-term investing, a contrarian mindset, disciplined investment criteria, and a focus on resilient businesses.

These principles have helped Brookfield become a leading global alternative asset manager with over $725 billion in assets under management.