One firm, one team, one process
We believe that attractive, consistent, and repeatable investment results cannot be achieved by an individual. Collaboration and collective decision making are thus at the heart of our firm, and are facilitated and optimized by our proprietary Technology platform.
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.
Michael Stutz joined 2Xideas as Chief Investment Officer and Partner in September 2014. He worked as portfolio manager and eventually as head of portfolio management at a Switzerland-based multi-family office from 2008 to 2014, managing public and private investments, while also 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 a number of investment fund structures.
Michael holds a BA in Business Administration from the University of St. Gallen. He is also a CFA® and CAIA® charterholder.
Henrik Munk-Nielsen is Deputy CIO, Head of Health Care Research, and a 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. Henrik started his career at Prudential Insurance Company of America in London in 1994, helping manage 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.
John Kelly joined 2Xideas as Investment Specialist 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 for 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.
Pedro Guerra joined 2Xideas as Investment Specialist in June 2018 and made Partner in 2023. Previously, he was the CFO and a principal shareholder at ResearchPool, a digital platform and workflow solutions provider for asset management customers. From 2001 to 2017, Pedro worked at Banco BPI, initially as corporate finance and M&A analyst and later as institutional sell-side sales in the French market, while simultaneously managing virtual portfolios for institutional asset management customers. He served as the country head in France for over five years, hiring and managing a team of sell-side equity analysts and salespeople.
Pedro holds a Master's in Economics from Porto University and completed the Advanced Management Program at INSEAD. He is a CFA® charterholder and holds the CFA® Institute certificate in ESG Investing.
Peter Wick manages 2Xideas’ Asian operations and is a founding Partner of 2Xideas. In 2002, Peter established CDL Principal Investors AG, an investment firm serving owner-investors including 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 an MBA from Harvard Business School and a Master’s degree in Law (licence en droit) from Geneva University. He practiced law in New York City and Geneva until 1986, and is admitted to the New York and Geneva state bars.
Christof Fischer joined 2Xideas as an Equity Analyst in April 2017, was appointed Head of Consumer Research, and made Partner in 2022. From 2012 to 2017, Christof worked as a sell-side equity analyst in New York and Zurich for Longbow Research, Piper Jaffray, and Bank am Bellevue. During his time on the sell side, he covered US and Swiss listed companies in the consumer sector.
Christof holds a BA in Business Administration from the University of Tennessee in Knoxville.
Mert Gülleroğlu joined 2Xideas as an Equity Analyst in March 2022 and was appointed Head of Technology Research. He previously worked as a senior analyst at Ownership Capital in Amsterdam, where he covered US and European public equities. During that time, he was responsible for many high-conviction investments across a broad range of industries but with a 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 Delft University of Technology.
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, and was appointed Head of Financials Research in July 2022. Since completing an internship in the summer of 2018 at 2Xideas and subsequent time as an Analyst, Rajvir has been responsible for a broad array of investments in the financials sector, ranging from financial technology and data services to insurance.
Rajvir holds an MA (Hons) in Management from the University of St. Andrews in Scotland.
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).
Ricco Friedrich joined 2Xideas as an Equity Analyst in March 2021, was appointed Head of Industrials Research in 2022, and made Partner in 2023. Previously, he was a founding Partner, director, and portfolio manager at 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’s (Hons) in Business Science (Finance) from the University of Cape Town. He is a qualified Chartered Accountant and is a CFA® charterholder.
Anastasios Tafakis joined 2Xideas as Head of Trading in August 2019. From 2014 to 2019, he managed a long/short equity strategy for a Switzerland-based family office. Anastasios started his financial career in the wealth management division of Merrill Lynch in London and later worked as an investment advisor at Valartis Bank before becoming a portfolio manager at a Switzerland-based multi-family office.
Anastasios holds an MSc in Economics from the University of Bath, UK,and a BA (Hons) in Business Economics & Finance from London Metropolitan University. He is also a CFA® charterholder.
