Jan 20, 2022
On today’s Manager Meeting, Greg Dowling interviews Florian
Bartunek. Greg is the Co-CIO and Head of Research for Fund
Evaluation Group, an institutional OCIO and investment consultant
with $83 billion in assets under advisement.
Florian is the founding partner and CIO of Constellation Asset
Management, a long-only asset manager focused on Brazil with
approximately $3 billion in AUM. Florian founded Constellation in
1999 alongside Jorge Paulo Lemann and 3G and brought in Steve
Mandel’s Lone Pine Capital as a partner in 2007.
Their conversation starts with Florian’s career in investment
management, his passion for reading, and an overview of Brazil’s
business environment and equity market. They then turn to
Constellation’s investment philosophy, team, portfolio
construction, and investment examples. Lastly, Florian discussed
opportunities and risks in Brazil, and his prediction for Brazil in
the next World Cup.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership