An integrated team of 50 people combining fundamental research expertise and advanced data science to identify the best long-term mid cap investments.
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 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 Stutz joined 2Xideas as Chief Investment Officer 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.
Dr. Anselm Ivanovas joined 2Xideas as Chief Technology Officer and Chief Risk Officer in March 2017. He became a Partner of the firm in March 2019 and passed over the CTO role to Philipp Wesner in February 2021. 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.
Stephan Welti joined 2Xideas as Chief Operating Officer in September 2020. Previously, he was part of the management team of Sygnum Bank, where he led the regulatory process to obtain the first-ever banking licence for a digital asset bank. From 2015 to 2018, he ran the Regulatory, Compliance & Legal FSI division of Deloitte Switzerland, incl. FINMA mandates. Also, he founded and led a management consulting firm. From 2009 to 2015, he was a Member of the Executive Committee as Chief Risk Officer & General Counsel of a leading Swiss Private Bank. Stephan started his career at an international business law firm.
Stephan holds a Master's degree in Law from the University of St. Gallen and a LL.M. in International Business Law (CAS) from the University of Zurich. He served as member of various expert groups and lectured private and business law at the University of St. Gallen.
Philipp Wesner joined 2Xideas as Chief Technology Officer in August 2020. He founded a Software Company in 2000 and from 2012 to 2016 he worked as Managing Director at “form Design Magazine”. From 2016 to 2020 he worked at Young Solutions AG (Swiss cloud provider) first as Head Software Development, from 2018 as CTO.
Philipp holds a Diplom in Business Mathematics (Dipl. Math Oec.) from KU Eichstätt-Ingolstadt.
Henrik Munk-Nielsen is Deputy CIO 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 Wick is the Manager Asia 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).
Peter holds a MBA from Harvard Business School and a Master‘s degree in Law (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 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 Semedo joined 2Xideas as Sales Director in September 2017 and in February 2021 she was appointed Head of Sustainability. Previously, Raffaella worked as marketing and investor relations director of a investment company specialized on alternative energy investments. From 2009 to 2013 she 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 is a Certified ESG Analyst (CESGA®) and holds an Associate Degree of the Ecôle Hôtelière de Lausanne.
Andreas Apitz joined 2Xideas in April 2021 as Sales Director. Over the last 15 years Andreas has been the co-founder and partner of ISPartners Investment Solutions, a Zurich based firm, that specializes in incubating, shaping and structuring both new and emerging fund managers as well as providing investors with access to high quality investment opportunities. In his role as Head of Sales Andreas has built a broad network of private and institutional investors in the DACH region. Prior to founding ISPartners Investment Solutions in 2003 Andreas was with Lehman Brothers in London in various functions in equity trading and prime brokerage. His final position at Lehman Brothers was director and head of Delta One trading.
Andreas has a background in economics with a specialization in equity and derivative trading. He holds an Master from Ludwig-Maximilians-Universität München.
Peter von Moos joined 2Xideas as a Sales Director 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 Guerra joined 2Xideas 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 and has been awarded the certificate in ESG Investing by the CFA Institut.
Kenneth Pryce joined 2Xideas in New York as Managing Director in January 2020. He has over 20 years experience in fund sales, equity sales and equity analysis. Prior to joining 2Xideas he worked at Champlain Advisors raising institutional capital for US alternatives funds. Previously he worked in equity sales managing relationships to institutional clients in US and UK markets at investment banks Helvea, Bank am Bellevue and Deutsche Bank. Kenneth started his career in London in 1998 as an equity analyst covering pan-European companies at Jefferies/Europe Co., Commerzbank and Berenberg before joining Deutsche Bank in 2006 in equity sales.
Kenneth holds BA degrees in Business Administration from Middlesex University in London and Reutlingen University (ESB) in Germany.
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.
Jiaqi (Kate) Chen joined 2Xideas as an Equity Analyst in August 2021. From 2015 to 2021, she worked as a private equity investment professional with Jeneration Capital focused on China TMT and consumers. Kate started her career in Investment Banking with CIMB Group in Hong Kong.
Kate holds a BSc (Hons) in Quantitative Finance from The Chinese University of Hong Kong.
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-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.
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.
Scott McConnell joined 2Xideas as an Equity Analyst in May 2021. Prior to that, he worked in equity research at UBS and D.A. Davidson covering U.S. consumer discretionary and internet/consumer technology. He also previously worked in manager research, covering domestic equities at Pacific Portfolio.
Scott holds a B.S. in Finance from Azusa Pacific University in California. He is also a CFA® charterholder.
Ricco Friedrich joined 2Xideas as an equity analyst in March 2021. Previously he was a founding partner, director and portfolio manager of Denker Capital in South Africa. Prior to founding Denker Capital, Ricco successfully started and managed various equity strategies for Sanlam Investment Management for both retail and institutional clients.
Ricco holds a Bachelor Degree in Business Science (Finance) Honours from the University of Cape Town. He is a qualified Chartered Accountant and is a CFA® charterholder.
Ruth Chen joined 2Xideas as an Equity Analyst in August 2021. Previously, Ruth was in San Francisco a management consultant at Qral Group and ZS Associates with a focus on health care companies. Throughout her career, she has worked in a variety of strategic and operational roles and gained investing experience through her studies at Columbia Business School as a member of the Value Investing Program.
Ruth holds a BA in Biological Sciences from Northwestern University and an MBA from Columbia Business School.
Fikret Avni joined 2Xideas as an Equity Analyst in September 2021. He worked as a Financial Institutions Credit Rating Associate Analyst at Moody’s Investors Service from 2016 through 2018. He then worked in the Investments Division of JP Morgan’s Emerging Markets Wealth Management business as an Associate from 2018 until 2021.
Fikret holds a BSc in Economics from The London School of Economics (LSE).
Yang (Steve) Zhou joined 2Xideas as an Equity Analyst in October 2021. Previously, Steve worked as a Senior Analyst at JK Capital Management in Hong Kong from 2018 to 2021 focused mainly on China consumer and property. Prior to that, Steve worked as an Assistant Vice President at Khazanah Nasional in Beijing, a Malaysian sovereign wealth fund, covering China consumer, property and materials from 2015–2017. Before that, Steve worked on the sell-side in Shanghai covering China consumer from 2011–2015.
Steve holds a BS in Finance from New York University Stern School of Business. He is a CFA® charterholder.
Mert joined 2Xideas as an Equity Analyst in March 2022. Prior to joining 2Xideas, Mert worked as a senior analyst at Ownership Capital in Amsterdam, where he covered the US and European public equities. During his time at Ownership Capital, he was responsible for many high-conviction investments in a broad range of industries, with a particular focus on Information Technology and Data Services.
Mert holds Master’s degrees in Corporate Finance and Banking from the University of Amsterdam and in Nanoscience from the Delft University of Technology.
Mathieu Fragnière joined 2Xideas as a Sustainability Specialist in November 2021. Over the past five years, Mathieu worked as a project manager in a consulting company providing strategies on sustainable development and mitigation of CO2 emissions. His mission was to help companies and public authorities to reduce their carbon footprints. He also marketed new business services regarding climate change such as Risks & Opportunities Analysis, Environmental Economic Analysis and Carbon Pricing.
Mathieu holds a Master’s Degree in Socio-Ecological Economics and Policy from the Wirtschaftsuniversität (WU) of Vienna, Austria.
Anastasios Tafakis joined 2Xideas as Investment 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.
Graziano joined 2Xideas in August 2021 as Head of Data Science. Prior to joining, Graziano worked in London as Applied A.I./M.L. lead for the Global Research – EMEA team, at J.P. Morgan CIB. Previously, he worked as Senior Quant Researcher and Equity Portfolio Manager at J.P. Morgan Asset Management and as Quantitative Portfolio Manager at Bank of Montreal GAM (former F&C Asset Management).
Graziano holds a Certificate in Quantitative Finance (CQF), a Master of Science in Finance from the University of Lugano, and he worked as researcher in Asset Pricing and Behavioral Finance at the Institute of Finance at the University of Lugano.
Dr. Marvin Müller joined 2Xideas as a Quantitative Researcher in June 2020. Previously, he worked for a startup in Zurich on machine learning methods in Quantitative Finance. From 2016 to 2019, he has been a Postdoctoral Researcher in the Stochastic Finance Group at ETH Zurich, where he was working on mathematical modeling of financial markets. He has been speaker on various international conferences for academia and industry and is author for scientific journals in applied mathematics.
Marvin holds a PhD in Mathematics (summa cum laude) from TU Dresden and a MSc in Business Mathematics from TU Berlin.
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.
Matevz Nolimal joined 2Xideas as a Data Scientist in May 2021. Previously, Matevz worked in the Investment Office of Raiffeisen Schweiz, where he developed advisory and quantitative systems focused on portfolio construction and risk optimization. Prior to that, he worked at the Finance Directorate of the European Investment Bank in Luxembourg, in the team responsible for implementing new financial products.
Matevz holds a BSc in Financial Mathematics from the University of Ljubljana.
Kaspar Thommen joined 2Xideas as a Quantitative Researcher in March 2022. Previously, he worked for UBS Investment Bank as a Quantitative Analyst in FX Spot market-making and as a Data Scientist in various application domains.
Kaspar holds a Master‘s degree in Mechanical Engineering from EPFL Lausanne, a Certificate in Quantitative Finance (CQF) and a Master of Advanced Studies in Software Engineering from HSR Rapperswil.
Balint Gersey joined 2Xideas as Data Scientist and Quantitative Researcher in March 2022. During his academic career he gained expertise in machine learning, statistics, data analysis, stochastic finance, and computational methods for quantitative finance.
Balint holds a Master's in Mathematical Statistics from the University of Cambridge and is currently also working to complete his PhD in Mathematical Finance at ETH Zurich.
Tarak Blah joined 2Xideas as DevOps Engineer in March 2022. Tarak has 21 years of professional experience in IT, particularly in the field of Unix / Linux, with profound knowledge of infrastructure and cloud architecture, in configuration management, continuous integration, continuous deployment, testing, quality assurance, cloud management and IT security.
Will Hardy joined 2Xideas as a Software Engineer in August 2020. Over the last 15 years he has built, scaled and secured numerous large software systems as an independent consultant in Europe and Australia.
He holds Bachelor’s degrees in Software Engineering (Hons.) and Laws from the University of Melbourne.
Max Brauer joined 2Xideas as a Software Engineer in June 2021. For the last three years, he worked in a startup and created immersive AI and AR applications to develop brand experiences for its customers. Before that, Max worked as a Software Developer in the film industry, building complex applications for a range of companies.
Max studied Computer Science at the BA Leipzig University of Cooperative Education and graduated in 2012.
Dustin Nowosad joined 2Xideas as a Software Engineer in June 2021. Before that, he worked as a full stack developer in a startup that developed an AI platform as a web application, and then as a mobile app developer on a tenant app that simplifies communication between tenants and landlords.
Dustin holds a State Certified Technician Degree in Electrical Engineering.
János Naumann joined 2Xideas as a Senior Software Developer in September 2021. For more than 10 years, he designed and developed control and monitoring solutions with a focus on extensibility. He worked for several industrial companies, ranging from startups to international corporations.
János holds a Diplom in Electrical Engineering (Dipl.-Ing.) from the University of Karlsruhe (Karlsruhe Institute of Technology KIT).
Tom Bärwinkel joined 2Xideas as Software Engineer in January 2022. For the last 6 years he worked on the user experience and notification system of an IT monitoring software and in the automotive industry.
Tom holds a Master's Degree in Theoretical and Physical Chemistry from the Technical University Munich where he graduated in 2015.
Vincent Mohiuddin joined 2Xideas as a Software Engineer in April 2022. He started his career developing investment data pipelines at Allianz Suisse for three years, after which he worked for two years as a software developer for an asset management company specialized in alternative assets.
Vincent holds a Master’s in Economics Engineering from Karlsruhe Institute of Technology (KIT).
Vladimir joined 2Xideas in April 2022 as a Software Developer. He has designed and built various mid to large software systems for more than 10 years as a contractor and as an employee of different companies from Europe, the US and Australia.
Vladimir holds a Master‘s in Informatics and Computer Engineering from the Novosibirsk State University in Russia.
Tarek Al-Selwi joined 2Xideas as a Data Engineer in February 2021. Previously he worked as an IT Consultant for private banks in United Kingdom, Luxembourg and Germany, implementing banking systems and creating data pipelines. After that he worked for UBS in Switzerland in Data Warehouse and Automation team.
Tarek holds a master's degree in Economics and Financial Markets from University of Wroclaw, Poland.
Maria Shears joined 2Xideas as Data Engineer in January 2022. Over the last nine years she has worked for various start-ups in Munich and more recently in the financial industry (corporate, fintech) as Data Engineer/Data Analyst.
Maria holds an Economics Degree from the Higher School of Economics in Moscow, Russia.
Andreas Kanz joined 2Xideas in May 2022 as a Data Engineer. Previously Andreas worked as a Data Scientist, implementing data-driven solutions for companies in health care, energy, and automotive. Before that he worked as a Consultant for Financial Artificial Intelligence for Banks in Austria and Germany.
Andreas holds a Master’s degree in Business Administration from the University of Bamberg, Germany.
Béla joined 2Xideas in January 2022 as System Engineer. At the end of March 2022 he was promoted to Head of IT Infrastructure.
After gaining nearly ten years’ experience in IT in his homeland, in 2013 he upped stakes and transferred to Munich, where he completed vocational training as an Information Technology Merchandiser to expand his knowledge of IT as well as to learn German. Thereafter he gained experience first as a Service Desk Agent, and then worked for a few years as an IT Systems Administrator.
Ayup Said joined 2Xideas as Financial Controller in November 2020. From 2014 to 2020 he worked at PricewaterhouseCoopers AG and held there various positions. He started his career as an auditor in the financial services sector. From 2017 onwards he was jointly responsible for the monthly and yearly closing of PwC Switzerland’s groupwide accounting. He furthermore led and implemented the internal project controlling and was responsible for internal control system.
Ayup holds a Bachelor’s degree in Business Administration with a specialization in Banking and Finance from Zurich University of Applied Sciences in Winterthur.
Stephen joined 2Xideas in December 2021 as Fund Structuring and Operations Manager. Prior to joining 2Xideas, Stephen worked in the Structuring team of Partners Group AG as a Senior Structuring Professional. Stephen began his career with a wealth management firm in Singapore, thereafter joining PwC and also working in an offshore law firm within the Investment Funds advisory team.
Stephen holds an LL.B. (Hons) from University of Liverpool and is admitted as an Attorney-at-Law to the New York State Bar.
Nicolai Weinberger joined 2Xideas as a Fund Operations Manager in May 2022. Before joining 2Xideas, he worked at Mercer Alternatives AG as a Fund Operations Analyst, at Swiss Finance and Property AG as a Fund Administrator, and at UBS AG as a Securities Specialist.
Nicolai holds a Diploma as a Certified International Investment Analyst and as a Chartered Alternative Investment Analyst.
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 Master’s degree in Business Administration specialized in Future Studies and Customer-Oriented Services from Laurea University of Applied Sciences in Finland.
Adrian Kunz joined 2Xideas in June 2021 as an RFP Manager. Previously, he worked in the Sales Management team of Man Group as Head of Market Intelligence for over five years. Adrian started his career at a Zurich-based wealth manager as a fund analyst.
Adrian holds a Master’s in Business Administration from the University of Zurich.
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.
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.
Benjamin Maletic joined 2Xideas as Graphic Designer in March 2021. From 2008 he was responsible for several projects and redesigns at Ringier AG, 2010 to 2018 he was deputy art director at Blick newspaper and after until 2021 as graphic designer at the magazine Schweizer LandLiebe. Before he relocated to Switzerland he worked as people specialist at the Bild am Sonntag.
Benjamin studied design in Cologne and Hamburg, finished with the degree as Diplom-Designer. For 20 years he’s running his own design office.
David Ryder began work as an external Communications Consultant at 2Xideas in March 2022. Previously, he was Head of Investment Communications at Lloyds Banking Group (Wealth), which became Schroders Personal Wealth. David began his career as an international Finance and Legal Publisher based in Hong Kong, before launching a number of successful magazine, web- and book-titles through his own UK-based company. David holds a BA (Hons) degree from The University of Hull and is IMC-qualified.
Elmar Meyer is Risk & Compliance Officer at 2Xideas and founder and CEO of Lexpert Partners AG which acts as outsourced Risk & Compliance Office for 2Xideas. Elmar's specialties include advising Swiss and foreign banks, asset managers and family offices in all legal and regulatory areas. Prior to founding Lexpert Partners, Elmar was a founding partner of GHM Partners, a legal and tax advisory firm in Zug. Previously, he headed the legal and compliance department of Bank Julius Baer in Dubai, and was a board member of Julius Baer in Cairo. Elmar is also a board member of a number of major asset management companies in Switzerland.
Elmar is a Swiss attorney and holds a Master’s degree in Law from the University of Fribourg and a LL.M. degree from the University of Stockholm.
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.
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 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.
Marianne Fassbind has been a board member of 2Xideas since December 2021. She is also Partner of Dynamics Group, a strategic communication firm. Areas of expertise are Strategic communication for companies and pension plans, reputation and crisis management, investor relationships, handling electronic and print media, and public affairs especially for pension funds and capital markets. She reported and commented on the Swiss economy and foreign business affairs for over 25 years. As member of investment committees and as a board member of pension funds, the pensions market also belongs to her core competencies. Thanks to her former position as finance director of the city of Rapperswil, Switzerland, she is also familiar with the nature of Swiss politics and government.
Marianne Fassbind holds a Master’s degree in Business Administration and Economics from the University of Zurich (lic. oec.publ.).
Our global investment universe consists of 4,600 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.