RESEARCHLOG BOOKS

Traveling through the global investment universe

Like a ship's log book, the 2Xideas Log Books record our journeys through the global investment universe. Meeting with managements, industry experts and other sources and building networks around our research targets and investments is a core activity. Thus, we travel frequently and engage in about 200 company meetings per year.

We write our Log Books from time to time, about 5-10 times per year, whenever we have relevant facts or thoughts to share with our clients.

US Trip
July 2019
Novozymes Capital Market Day
June 2019
US Trip
May 2019
Past Log Books