Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Florian Bartunek Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

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

Published: Jan. 20, 2022, 9 a.m.

On today\u2019s 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\u2019s Lone Pine Capital as a partner in 2007.

Their conversation starts with Florian\u2019s career in investment management, his passion for reading, and an overview of Brazil\u2019s business environment and equity market. They then turn to Constellation\u2019s 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.

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