Loading Audio Player...

Episode Description:

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.

Most Recent Episodes:

The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.

All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.