An integrated team of 23 people combining fundamental research expertise and advanced data science to identify the best long-term mid cap investments.
Team
- All
- board of directors
- partners
- Juerg SchaeppiChairman, Partner
Jürg Schäppi is the Chairman and a founding Partner of 2Xideas. He is also a founding partner and principal shareholder of Bellevue Group. He managed Bank am Bellevue, the brokerage and corporate finance division of Bellevue Group, as CEO from 2000 to 2010. Previously, Jürg was employed as an investment banker by S.G. Warburg (now UBS) in Geneva as well as Julius Baer and Citicorp (now Citigroup) in Zurich. Since 1998 he has been active as an investor and independent director on the boards of several hedge funds.
Jürg holds a Master's degree in Economics (lic. oec.) from the University of St. Gallen and a BA in Economics from the University of Massachusetts at Amherst.
- Dr. Roger MeisterCEO, Partner
Dr. Roger Meister is the CEO and a founding Partner of 2Xideas. From 2008 to 2012 he worked as CFO of a next-generation battery company, managing several legal entities in Europe and the USA. Roger started his career at Bank am Bellevue as a sell-side equity analyst focusing on listed technology stocks. Concurrently, Roger built up an in-house venture capital fund for Bellevue Group and served on the boards of several portfolio companies.
Roger holds a PhD in Behavioral Finance (summa cum laude) and a Master’s degree in Information and Technology Management from the University of St. Gallen. He is also a CFA® charterholder.
- Michael StutzCIO, Partner
Michael Stutz joined 2Xideas as CIO and Partner in September 2014. Previously, he worked as portfolio manager and later head of portfolio management at a Swiss based multi-family office from 2008 to 2014, managing public and private investments and serving on the board of a private portfolio company. Michael started his career in private wealth management as a portfolio manager in 2005. He has been involved in the setup and management of various investment fund structures.
Michael holds a BA in Business Administration from the University of St. Gallen. He is also a CFA® and CAIA® charterholder.
- Thomas SchwarzenbachHead of Research, Partner
Thomas Schwarzenbach is the Head of Research and a founding Partner of 2Xideas. Previously, Thomas worked as senior analyst at Tell Investments in Lausanne, where he individuated investments in the financial and healthcare sectors worldwide. From 1999 to 2008 he worked at Bank am Bellevue as sell-side equity analyst focused on the insurance, food and industrials sectors. Thomas started his career in the insurance business with Centre Reinsurance, a subsidiary of Zurich Group, as a pricing actuary.
Thomas holds a Master's degree in Theoretical Physics (Dipl. Phys. ETH) from the Federal Institute of Technology in Zurich. He was awarded the Pólya Prize, which honors outstanding graduates.
- Dr. Anselm IvanovasCTO & CRO, Partner
Dr. Anselm Ivanovas joined 2Xideas as CTO in March 2017. He is also overseeing investment risk management. He became a Partner of the firm in March 2019. Previously, Anselm worked in the investment office of Raiffeisen Schweiz and Kraus Partner Investment Solutions, a Zurich based specialist in quantitative financial market research and global tactical asset allocation. During his studies, Anselm worked part-time for a Swiss based multi-family office.
Anselm holds a PhD in Economics and Finance, a MA in Banking and Finance and a BA in Business Administration from the University of St. Gallen.
- Henrik Munk-NielsenFund Manager, Partner
Henrik Munk-Nielsen is a Fund Manager and founding Partner of 2Xideas. Previously, he worked as deputy head of European equities at British Airways Pensions from 1999 to 2012, managing direct investments in public equities across Europe and Russia. Henrik started his career at Prudential Insurance Company of America in London in 1994, managing part of a European small and mid cap fund until 1999.
Henrik holds a BA (Hons) in Business Studies jointly from Midtjysk Handelshøjskole in Denmark and Glasgow Caledonian University in Scotland. He is also a CFA® charterholder.
- Peter WickEquity Analyst, Partner
Peter Wick is an Equity Analyst and a founding Partner of 2Xideas. In 2002, Peter founded CDL Principal Investors AG, an investment firm serving owner-investors such as ultra high net worth individuals, families, foundations and investment companies. Previously, Peter worked at BZ Bank, Schweizerischer Bankverein (now UBS) and Darier Hentsch & Cie (now Lombard Odier). From 2005 to 2015 Peter served as a member of the supervisory board of Joh. Friedrich Behrens, a listed German producer of pneumatic fastening tools and fasteners.
Peter holds a MBA from Harvard Business School and a Master of Laws degree (licence en droit) from Geneva University. Peter practiced law in New York City and Geneva until 1986 and is admitted to the New York and Geneva state bars.
- John KellySales Director, Partner
John Kelly joined 2Xideas as Sales Director and Partner in September 2014. Previously, he worked at Bank am Bellevue from 2004 to 2014, managing the relationships to institutional clients based in Anglo Saxon markets. He became the head of equity sales in 2011. From 1997 to 2004 John worked as an equity analyst covering financial stocks with both Merrill Lynch in London and NCB Stockbrokers in Dublin. John started his career with Deloitte in Ireland where he worked as a chartered accountant for four years.
John is a Fellow of the Institute of Chartered Accountants (FCA) in Ireland.
- Raffaella SemedoSales Director
Raffaella Semedo joined 2Xideas as a Sales Director in September 2017. Previously, she worked as marketing and investor relations director of a investment company specialized on alternative energy investments. From 2009 to 2013 Raffaella worked in the marketing and sales department at Swiss Finance & Property Group, one of Switzerland’s biggest independent real estate managers. Raffaella started her career in publishing / public relations.
Raffaella holds an Associate Degree of the Ecôle Hôtelière de Lausanne and is fluent in four languages.
- Peter von MoosInvestment Specialist
Peter von Moos joined 2Xideas as an Investment Specialist in September 2018. Previously, he spent eight years at Credit Suisse's International Trading Solutions desk in Zurich, advising clients on tactical equity positioning with a focus on US equities. He serviced large wealth management accounts, such as UHNWIs, family offices and asset managers. Peter started his career in 2006 as a buy-side equity analyst covering insurance stocks for Credit Suisse Private Bank.
He holds an MA in Accounting and Finance from the University of St. Gallen and is a CFA® charterholder.
- Pedro Prista GuerraSales Director
Pedro Guerra joined 2Xideas Europe Ltd as a Sales Director in June 2018. Previously, he was the CFO and a principal shareholder of ResearchPool, a digital platform to discover and purchase investment research. From 2001 to 2017 he worked at Banco BPI, managing virtual portfolios for institutional investors as well as relationships with institutional clients in France. He served as the country manager for over five years, hiring and managing a team of sell-side equity analysts and sales people.
Pedro holds a Master's degree in Economics from Porto University and completed the Advanced Management Program at INSEAD. He is also a CFA® charterholder.
When providing financial services in France, Pedro acts as tied agent of ACOLIN Europe AG. - Anastasios TafakisPortfolio Manager
Anastasios Tafakis joined 2Xideas as Portfolio Manager in August 2019. From 2014 to 2019 he managed a long/short equity strategy for a Swiss based family office. Anastasios started his financial career in the wealth management division of Merrill Lynch in London and worked as an investment advisor at Valartis Bank before becoming a portfolio manager at a Swiss based multi-family office.
Anastasios holds a MSc in Economics from the University of Bath and a BA (Hons) in Business Economics & Finance from the London Metropolitan University. He is also a CFA® charterholder.
- Christof FischerEquity Analyst
Christof Fischer joined 2Xideas as an Equity Analyst in April 2017. From 2012 to 2017 he worked as a sell-side equity analyst in both New York and Zurich for Longbow Research, Piper Jaffray and Bank am Bellevue. During his time on the sell-side he covered U.S. and Swiss listed companies in the consumer sector.
Christof holds a BA in Business Administration from the University of Tennessee in Knoxville.
- Dr. Aryestis VlahakisEquity Analyst
Dr. Aryestis Vlahakis joined 2Xideas as an Equity Analyst in October 2018. From 2013 to 2018 he was a PhD research assistant at the Center of Economic Research at the ETH Zurich, where he studied how renewables could contribute to reducing carbon emissions in the energy sector. Prior to that he worked as an analyst for the commodities trader RWE Supply & Trading AG.
Aryestis holds a PhD in Economics and a MSc in Energy Science from the ETH Zurich. He also holds a BSc in Electrical Engineering from Yale University.
- Manuel GraçaEquity Analyst
Manuel Graça joined 2Xideas as an Equity Analyst in April 2019. Prior to that, he developed his equity investing experience in the private markets as a Principal with Atena Equity Partners in Portugal. Manuel’s career has spanned a number of strategy and finance roles, having also worked with Roland Berger Strategy Consultants, Groupon Brazil and Deloitte Corporate Finance.
Manuel holds an MBA with honors from Columbia Business School and a BSc in Business Administration from Universidade Católica Portuguesa.
- Rajvir Visen-SinghEquity Analyst
Rajvir Visen-Singh joined 2Xideas as an Equity Analyst in August 2019. During his studies, Rajvir worked as a charity director and event operator, for which he had founded his own company. He has also gained work experience in commodities, consulting, finance and web analytics and completed an internship in equity research at 2Xideas in summer 2018.
Rajvir holds an MA (Hons) in Management from the University of St. Andrews in Scotland.
- Andrew DeBooEditor
Andrew DeBoo joined 2Xideas in October 2019. He has worked as a sustainability analyst in private banking with Bank Sarasin, as an editor / supervisory analyst at UBS Wealth Management, and as an investment writer with Vontobel Asset Management.
Andrew was a graduate fellow in Philosophy at Emory University in the United States, and completed a degree in Chemical Engineering at the Fachhochschule Aachen in Germany.
- Kristian ArveData Scientist
Kristian joined 2Xideas as Data Scientist in April 2018. He has a Bachelors Degree in Economics from the University of Zurich. During his studies Kristian worked as a project manager at a consulting company and has previous experience as an independent quantitative futures trader. His favorite programming language is Python.
- Christian CarischData Scientist
Christian Carisch joined 2Xideas as Data Scientist in July 2019. Previously, he worked at ETH Zurich as a research assistant at the Institute for Theoretical Physics. During his studies, Christian worked as a teaching assistant at the Department of Mathematics of ETH Zurich. Christian holds a Master’s degree in Physics from ETH Zurich (with distinction). His Master's thesis was awarded the ETH Medal for outstanding theses 2019.
- Fabian DillData Scientist
Fabian Dill joined 2Xideas as a Data Scientist in March 2019. He is finishing his Bachelor's degree in Business Administration at the University St. Gallen. During his studies he gained work experience at 2Xideas, in a marketing-automatization team of a consulting company and in the controlling department of a fashion company.
- Elina StutzFund Operations Manager
Elina Stutz joined 2Xideas as a Fund Operations Manager in November 2019. Before joining 2Xideas, she worked in the client reporting team at Vontobel Asset Management and in operations at Sp-Fund Management Company.
Elina holds a Bachelor’s degree in Business Administration from Laurea University of Applied Sciences in Finland and she is currently finishing her Master’s degree in Future Studies and Customer-Oriented Services.
- Filip VukovicGraphic Designer
Filip Vukovic joined 2Xideas as Graphic Designer/Premedia Specialist in August 2019. Previously, he worked as pre-press technology and marketing specialist and cross-media project manager at UBS from 2014 to 2019. Before UBS, he worked at Limmatdruck as premedia specialist with the main focus on automated catalog production and innovations.
Filip has over 14 years of experience in the graphic and print services industry. After his apprenticeship as a premedia specialist (Polygraf EFZ), Filip graduated as Pre-Press Technology Specialist with a Federal Diploma of Higher Education.
- Marco FreiVice-Chairman
Marco Frei is the Vice-Chairman of 2Xideas since March 2016. He is also an independent pension fund advisor and trustee. From 2005 to 2011 Marco was head of group pension asset management at Roche Group in Basel. He joined Roche in 1987 in the treasury department, where he worked as an asset and financial risk manager and later became the head of group risk management. Marco started his career at Swiss Bank Corporation (now UBS) as a portfolio manager and advisor to private and institutional clients.
Marco holds a Swiss banking diploma from the Handelsschule KV in Basel and attended regular management seminars at Roche Group. In 2011 he spent three months at the London School of Economics to study the Great Depression of 1929-37.
- David LoggiaMember of the Board
David Loggia is a board member of 2Xideas since March 2016. He also serves on the board of CLC Asia and manages his private investment company Loto Holdings. From 2003 to 2010 David was a fund manager at Carmignac Gestion in charge of European equities. He became a partner in 2005 and served on the board of directors from 2011 to 2014. David started his career in 1999 as an equity analyst at Bankers Trust Funds Management in Sydney.
David holds a Bachelor’s degree in Economics (Hons) from the Monash University in Melbourne. He completed the CFA program in 2004.
- Martin BisangEquity Partner
Martin Bisang is a founding shareholder of 2Xideas. Previously, he founded Bellevue Group together with five other partners. He was instrumental in setting up and launching the investment company BB Biotech, which was listed on the Swiss stock exchange in 1993. He ran Bellevue Group as CEO until 2012. Martin started his career at BZ Group as pharma analyst.
Martin holds a MBA degree from Harvard Business School and a Master's degree in Economics from the University of Basel.
Research
Our global investment universe consists of 4,000 liquid mid to large cap companies with a market capitalization in the USD 2-100bn range. We employ conventional screening and machine-learning techniques on our proprietary technology platform to select our research targets on which we perform fundamental analysis. Our primary research approach includes frequent management meetings to build knowledge on the long-term viability of our research targets' business models.
Each research target must pass the 4M Analysis (Macro, Market, Moat, Management) in order to be eligible for inclusion into our 2Xideas Library. The 4M Analysis is designed to identify high-quality businesses suitable for long-term oriented investors. Only around 200 companies have currently passed the 4M Analysis.
Macro
Market
Moat
Management
We do not invest in companies whose success is mostly dependent on volatile and unpredictable Macro factors like commodity prices, or who can be strongly affected by regulatory or political interference. Ideally, the companies can profit from a structural tailwind.
The Market has to offer a visible runway for growth. On the company level we look for market leaders that consistently strengthen their position and seek economic characteristics of above average returns on invested capital, pricing power, recurring revenues, and the ability to invest counter-cyclically.
We look for companies with a strong Moat which allows them to protect their market position. Potential Moats include: economies of scale, unique asset base or processes, location, network effects, brands that influence people's behavior, switching costs, licenses, patents, or a unique culture.
We only consider companies with a Management team combining competence and integrity. They need to have a proven track record in capital allocation and transparent shareholder communication, and the remuneration policy has to be aligned with shareholders' interest.
INVESTMENT
CONTACT
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2Xideas AGSeestrasse 39
8700 Küsnacht
SwitzerlandE-mail: info@2xideas.comPhone: +41 44 763 53 00Fax: +41 44 763 53 19 -
2Xideas Europe Ltd40 Fitzwilliam Square West
Dublin 2
IrelandE-mail: info@2xideas.comPhone: +353 1 571 92 39
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