Luke Brzozowski

Luke Brzozowski is a Portfolio Manager at Eminence Capital, LP, where he has led investment strategies since October 2014 with a primary focus on the consumer sector, managing both consumer staples and discretionary portfolios. His role encompasses oversight of portfolio construction, security selection, and risk management within these sectors, leveraging deep expertise in the analysis and valuation of consumer-related companies.

Prior to joining Eminence Capital, Luke built foundational experience as an Investment Banking Analyst at Jefferies LLC, where he covered the healthcare sector, and at Stephens Inc., where his responsibilities spanned both consumer and healthcare sectors. He also gained additional financial market insights as an Equity Sales & Trading Summer Analyst at Credit Suisse.

Luke holds a Bachelor of Arts degree in Economics from the University of Pennsylvania, equipping him with strong quantitative and analytical skills, particularly relevant to equity and portfolio analysis. Through his coverage of complex and rapidly evolving consumer industries, he has contributed to the firm’s research-driven investment approach and has become recognized for his sector-focused expertise and rigorous due diligence.