Johann de Sousa

Johann de Sousa is an Investment Partner at Valiant Capital Management, L.P., where he plays a leading role in the firm's global long-short equity strategy. Based in California, he is a core member of the investment team, contributing to sector-agnostic public and private equity investments with a particular focus on global growth opportunities.

Prior to joining Valiant Capital in 2016, Johann served as an Investment Analyst at Seven Harbour Global, LP and Conatus Capital Management LP, gaining broad experience in equity research and portfolio analysis across sectors. At Valiant, he is involved in sourcing, evaluating, and managing investments across public and private markets, and is integral to identifying high-quality companies with sustainable competitive advantages and compelling growth potential.

Johann holds a BA in Finance from the University of Notre Dame’s Mendoza College of Business. His expertise spans global equities, with an emphasis on technology, consumer, and business services sectors, and he is recognized for his rigorous analytical approach and contributions to Valiant's long-term, fundamental investment philosophy.