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.
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