Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

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

Om Podcasten

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.