SaltLight Capital, an investment management company, has released its “SaltLight SNN Worldwide Flexible FR Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund generated a return of +24.52% in the second quarter of 2025, and the cumulative return since inception was 119.28%. At the end of June, the firm had 38% allocated to the US and continues to find opportunities in South Africa, China, and Southeast Asia. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second-quarter 2025 investor letter, SaltLight Capital highlighted stocks such as Brookfield Corporation (NYSE:BN). Brookfield Corporation (NYSE:BN) is an alternative asset manager and REIT/Real Estate Investment Manager firm. The one-month return of Brookfield Corporation (NYSE:BN) was 1.62%, and its shares gained 41.02% of their value over the last 52 weeks. On September 08, 2025, Brookfield Corporation (NYSE:BN) stock closed at $66.62 per share, with a market capitalization of $109.77 billion.
SaltLight Capital stated the following regarding Brookfield Corporation (NYSE:BN) in its second quarter 2025 investor letter:
“Private credit markets, backed by institutional investors rather than traditional banks, are set to take over. One of our portfolio companies, Brookfield Corporation (NYSE:BN), is actively engaged in this area as an alternative investment manager specialising in infrastructure projects. In their latest investor letter, Brookfield recently5 revealed a remarkable commitment of $200 billion in capital over the next five years to just seven major projects: $75 billion in the US, $40 billion in Europe, $20 billion in the UK, and $50 billion in Canada. Although these figures are substantial, they will only cover 6 gigawatts (GW) of power capacity.
