Capital Allocators – Inside the Institutional Investment Industry Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
Jan 20, 2022
Florian Bartunek, founding partner and CIO of Constellation Asset Management, shares his deep insights on Brazil's equity market. He discusses the unique investment strategies that have shaped his successful career, highlighting opportunities and risks in the current landscape. Florian emphasizes the power of continuous learning and the importance of understanding local culture for making sound investment decisions. He also predicts Brazil's potential in the upcoming World Cup, blending sports enthusiasm with financial insight.
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Florian's Career Journey
- Florian Bartunek started his investment career in Brazil during the late 80s, focusing on market timing and economic insights.
- He later transitioned to long-only investing, partnering with prominent figures like Jorge Paulo Lemann and Steve Mandel.
Seek Mentorship and Learn from the Greats
- Seek mentors or learn from experienced investors and business people through books and biographies.
- Florian Bartunek emphasizes the value of learning from figures like Benjamin Graham and Warren Buffett.
Read Widely and Deepen Business Knowledge
- Read extensively about businesses and various disciplines to improve investment acumen.
- Florian Bartunek recommends reading annual reports to deepen business understanding, similar to how art appreciation develops.
