About Us

Calixto Global Investors, LP is a fundamentally oriented investment manager focused on the Technology, Media, Telecom (“TMT”) and Consumer sectors globally.

SINCE CALIXTO’S FOUNDING IN 2014, we have employed a concentrated, longer-term approach to investing in companies we believe are misunderstood by the market. Given our breadth of global investment experience, the team is uniquely positioned to capitalize on opportunities across our universe with a particular focus on geographies such as Japan, China and the United States.

Leadership
EDUARDO COSTA
Founder and Portfolio Manager

Eduardo Costa is the Founder and Portfolio Manager of Calixto Global Investors. Prior to founding Calixto, Eduardo spent five years as the Director of Research at JAT Capital Management. Before JAT, Eduardo was a Managing Director and Analyst in the TMT group at Carlyle Blue Wave Partners. He spent the four previous years as an Analyst at Shumway Capital Partners and as a member of the SCP Omni Fund team, covering the TMT and Travel, Leisure and Gaming sectors. Eduardo began his career as an Analyst at Lazard Asset Management in the Emerging Market Equities group.

Eduardo earned a B.A. in Economics and International Relations from the University of Pennsylvania before going on to earn an M.B.A. from Columbia Business School. Eduardo is first-generation Cuban American and grew up in South Florida. Calixto is a minority-owned investment manager.

News
Calixto in the News

Hedge Funds Hunt Frothy Names to Short, Even After GameStop

Bloomberg News
//
February 3, 2021

Here’s where a few of last year’s big winners are putting their money this year, according to people familiar with the firms: Eduardo Costa - Calixto Global Investors. Focus: Global tech and consumer stocks, primarily small- and mid-caps.

Industry News

Japan’s digital leap forward — and about time too

Financial Times
//
January 19, 2021

New Prime Minister makes tech transformation a flagship policy in paperbound society.


Calixto in the News

Long/Short Equity, Hedge Specialists Set to Gain in '21 amid COVID-19 Uncertainty

FundFire.com
//
December 30, 2020

COVID-19 has created greater penetration in areas including e-commerce, certain pockets of software enabling remote work, and the connected fitness space, Costa says. He believes these three areas “have the ability to sustain that momentum as a function of permanent behavioral shifts of the consumer” …But at the same time, some of the current “winners” will not be able to sustain their momentum, he adds. “I think it’s going to be all the more so a stock pickers market going forward.”

Calixto in the News

Wall St Week Ahead-Big tech stocks may face post-election headwinds, no matter who wins

Reuters.com
//
October 30, 2020

A shift to value stocks “is increasingly likely over the next 12 months,” said Eduardo Costa, who runs hedge fund Calixto Global Investors, LP.

Industry News

Why Japan is obsessed with paper

BBC.com
//
March 3, 2020

For a country often depicted as the pinnacle of high-tech living Japan has a surprising and enduring obsession with paper. That might finally be changing.

Calixto in the News

Hedge Funds Hunt Frothy Names to Short, Even After GameStop

Here’s where a few of last year’s big winners are putting their money this year, according to people familiar with the firms: Eduardo Costa - Calixto Global Investors. Focus: Global tech and consumer stocks, primarily small- and mid-caps.

Calixto in the News

Long/Short Equity, Hedge Specialists Set to Gain in '21 amid COVID-19 Uncertainty

COVID-19 has created greater penetration in areas including e-commerce, certain pockets of software enabling remote work, and the connected fitness space, Costa says. He believes these three areas “have the ability to sustain that momentum as a function of permanent behavioral shifts of the consumer” …But at the same time, some of the current “winners” will not be able to sustain their momentum, he adds. “I think it’s going to be all the more so a stock pickers market going forward.”

Calixto in the News

Wall St Week Ahead-Big tech stocks may face post-election headwinds, no matter who wins

A shift to value stocks “is increasingly likely over the next 12 months,” said Eduardo Costa, who runs hedge fund Calixto Global Investors, LP.

Industry News

Japan’s digital leap forward — and about time too

New Prime Minister makes tech transformation a flagship policy in paperbound society.


Industry News

Why Japan is obsessed with paper

For a country often depicted as the pinnacle of high-tech living Japan has a surprising and enduring obsession with paper. That might finally be changing.