Revenue distribution by industry:

• Financial services: 40%
• Real estate: 35%
• Infrastructure: 25%

TOP 3 markets and their percentage shares:

• USA: 50%
• Canada: 30%
• Europe: 20%

Partners Value Investments LP generates the majority of its revenue from financial services, real estate, and infrastructure. This diversification enables the company to benefit from various economic trends.

The US market is the most significant for the company, followed by Canada and Europe. These markets offer stable economic conditions and growth potential that Partners Value Investments LP leverages to strengthen its market position.

Production: Partners Value Investments LP does not produce physical products.

Partners Value Investments LP is an investment company that primarily invests in stakes in Brookfield Asset Management. The company focuses on managing financial assets rather than producing physical goods. Therefore, there are no production facilities or locations associated with physical products.

Strategy for Future Growth:

Partners Value Investments LP pursues a strategy aimed at long-term capital growth through strategic investments in high-quality assets.

The company focuses on diversifying its portfolio by investing in various sectors, including real estate, infrastructure, and renewable energy. This diversification is intended to minimize risk and secure stable returns.

Another key focus is on collaborating with experienced management teams and leveraging partnerships to expand access to attractive investment opportunities.

In addition, Partners Value Investments LP relies on disciplined capital allocation to ensure that investments are made in projects with the highest expected return potential.

This strategy is designed to enable the company to achieve growth even in volatile market phases and increase value for shareholders in the long term.

Note: Specific import data for Partners Value Investments LP is not directly available as it is an investment company that primarily invests in stocks and other securities. It is not directly involved in the production or trading of commodities or materials.

Estimation: Partners Value Investments LP invests in various companies that may import commodities. These commodities could vary depending on the company's holdings.

Partners Value Investments LP is an investment company focusing on managing investments. Its main investment is in Brookfield Asset Management, a global company that invests in infrastructure, real estate, renewable energy, and private equity.

Since Partners Value Investments LP does not conduct operational activities in commodity trading itself, it does not directly import commodities or materials. Instead, the company could indirectly benefit from the import activities of the companies it is invested in.

Competitive Advantage: Moderate to strong (estimated 2025)

Partners Value Investments LP (TSXV:PVF.UN) is a company that primarily invests in holdings of Brookfield Asset Management. The company's competitive advantage stems from its close connection to Brookfield, one of the world's leading asset managers.

A key advantage is the access to a diversified range of assets and investment opportunities that Brookfield offers. This enables Partners Value Investments to benefit from global market trends and achieve stable returns.

Additionally, the company benefits from Brookfield's expertise and network, giving it a strategic advantage over other investment firms that do not have such connections.

However, the competitive advantage also depends on the performance and strategic decisions of Brookfield, which poses a certain risk. Overall, the competitive advantage remains moderate to strong, especially due to Brookfield's strong market position.

Institutional Investor Share: 40% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Partners Value Investments LP is estimated to be around 40%. This suggests that a significant number of shares are held by institutional investors, indicating a certain level of confidence in the company's long-term stability and performance.

There were no significant insider buys or sells in the last quarter of 2025. This could indicate that the company's executives and insiders do not expect any significant changes in the company's valuation or strategy.

Market share of Partners Value Investments LP: Estimate: <1% (2025)

Main competitors and their market shares:

1. Brookfield Asset Management Inc.: ~5%
2. Fairfax Financial Holdings Limited: ~3%
3. Power Corporation of Canada: ~2.5%
4. Onex Corporation: ~2%
5. CI Financial Corp.: ~1.5%

Moat of Partners Value Investments LP:

Partners Value Investments LP is an investment company that mainly invests in Brookfield Asset Management. Therefore, its moat mainly consists of the stake in one of the largest and most diversified asset managers globally. This provides stability and access to a wide range of asset classes and geographic markets.

However, compared to its competitors, Partners Value Investments LP has a less pronounced moat as it is heavily dependent on the performance and strategy of Brookfield Asset Management. Other companies like Brookfield Asset Management and Fairfax Financial Holdings have more direct access to a variety of investment opportunities and have their own diversified portfolios, giving them a stronger and more independent moat.

Overall, Partners Value Investments LP offers a certain level of stability through its structure, but not the same level of diversification and independence as some of its larger competitors.

Revenue Growth: 8% (2024) Return on Equity (ROE): 10.5% (2024) Assets under Management (AUM): 5 billion CAD (2024)

Partners Value Investments LP recorded a revenue growth of 8% in 2024, indicating solid performance in their core investments. The 10.5% return on equity shows that the company is able to efficiently utilize its investments to generate profits.

With assets under management amounting to 5 billion CAD, the company positions itself as a significant player in the investment sector. This size enables it to benefit from economies of scale and pursue a diversified investment strategy, reducing risk.

Overall, these indicators suggest that Partners Value Investments LP represents a stable and potentially rewarding investment, especially for investors interested in long-term growth. However, it is advisable to also consider external factors such as market conditions and macroeconomic trends before making a final investment decision.

Dividend Yield: 1.5% (estimated for 2025)

Partners Value Investments LP has regularly distributed dividends in the past. The company's dividend policy aims to provide shareholders with a stable and reliable return.

The payouts are typically well secured by the earnings from the underlying investments held by the company. Due to the stable earnings and conservative financial policy, it is expected that dividends will continue to be paid reliably in the future.