Constellation Asset Management
Constellation Asset Management is one of the most traditional equity managers focused on generating long-term value through investments in Brazilian companies. Founded in 1998, the company manages long-only and long-biased strategies with a fundamental bias investment approach.
ABOUT CONSTELLATION ASSET MANAGEMENT
Constellation has been one of the most successful Brazilian investment managers for over 20 years.
The firm was founded in 1998 to invest in Brazilian companies using a fundamental approach with an in-depth investment process.
The company is led by partners with extensive experience in Brazilian equities.
In 2002, Florian and Lemann decided to found Constellation, opening their successful strategy to external investors.
CONSTELLATION EDGE
Risk Control.
Their balanced portfolio is crucial, avoiding excessive concentration.
Collaborative Influence.
Having a close relationship with company management, acting as a friendly advisor.
Humility.
Constellation learns from their mistakes.
Long-Term Value Creation.
Portfolio positions are held 3 years on average.