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Partners Value Investments LP
Cyrus Madon · Asset Manager · Value
Partners Value Investments LP is a Bermuda-based investment partnership that serves as a specialized holding company primarily focused on the Brookfield ecosystem. Originally founded in 1986, the firm maintains significant ownership interests in Brookfield Corporation and Brookfield Asset Management Ltd., alongside a growing portfolio of other diversified securities such as Trisura Group and Brookfield Business Partners. The institution aims to provide capital appreciation to its equity unitholders and consistent income returns to preferred unitholders by identifying and holding global champions that demonstrate strong market positions and durable cash flow generation. Following a major reorganization in late 2023, the firm transitioned into its current limited partnership structure to simplify its ownership and increase liquidity for its securities.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -15.5% |
| YTD return | -18.2% |
| Sharpe ratio | -0.43 |
| Win rate | 33% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.pvii.ca |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BNT | Brookfield Wealth Solutions Ltd. | 87.8% | -15.8% |
| DEO | Diageo PLC ADR | 9.7% | -8.0% |
| GOOGL | Alphabet Inc Class A | 1.3% | +42.8% |
| META | Meta Platforms Inc. | 1.2% | -0.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | DEO | 0.0% → 9.7% |
| Aug 31, 2026 | SELL | GOOGL | 1.2% → 1.3% |
| Aug 31, 2026 | SELL | BNT | 97.5% → 87.8% |
| Aug 31, 2026 | SELL | META | 1.2% → 1.2% |
| Apr 6, 2026 | SELL | GOOGL | 2.3% → 1.2% |
Investment Style Analysis
Partners Value Investments LP is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Diversified and Beverages - Wineries & Distilleries sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Partners Value Investments LP made a significant move by increasing exposure to DEO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The core investment philosophy of Partners Value Investments LP is rooted in value-oriented, long-term capital appreciation. The firm seeks to invest in companies that are global industry leaders or possess the potential to become such, characterized by established market positions, premier products or services, and stable cash flows. A critical component of their strategy is identifying businesses with motivated management teams who have a significant personal investment in their own companies. Partners Value Investments prioritizes entering positions when market prices represent a significant discount to the intrinsic value of the business, focusing on quality stocks that can demonstrate consistent profitability across various market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Partners Value Investments LP.
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Frequently asked questions
How is the simulated portfolio for Partners Value Investments LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Partners Value Investments LP's largest holding?
As of the latest filing, Partners Value Investments LP's top position is Brookfield Wealth Solutions Ltd. (BNT), representing 87.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Partners Value Investments LP's historical performance and risk profile?
Our simulation indicates a total return of -15.5% with a win rate of 33%. Notably, the portfolio maintains a Sharpe Ratio of -0.43, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Partners Value Investments LP primarily invest in?
Partners Value Investments LP has a strong preference for the Insurance - Diversified sector, which makes up 87.8% of their disclosed assets. The portfolio also has exposure to Beverages - Wineries & Distilleries, indicating a specific thematic focus.
Is Partners Value Investments LP's portfolio concentrated or diversified?
Partners Value Investments LP runs a highly concentrated portfolio with 4 disclosed positions. The top 3 holdings alone account for 98.8% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Partners Value Investments LP performed in 2026?
Our AI-simulated model portfolio for Partners Value Investments LP tracks a Year-to-Date (YTD) return of -18.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Cyrus Madon manage Partners Value Investments LP directly?
Yes, Cyrus Madon serves as the key portfolio manager for Partners Value Investments LP, overseeing the investment strategy and final capital allocation decisions.