Navigating Disruption
Florian emphasizes the evolving landscape of investment, highlighting the critical importance of understanding disruption and ESG factors. He advocates for a hands-on approach, urging analysts to engage with private companies and draw insights from international markets. The conversation shifts to portfolio construction, where a concentrated strategy is discussed, reflecting the complexities of today’s investment environment.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
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