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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 software platform.
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Grégoire Serre
Consumer Analyst
Grégoire Serre

Grégoire Serre joined 2Xideas as an Equity Analyst in July 2022. Prior to joining 2Xideas, Grégoire was an assistant vice president in the consumer private equity division of Partners Group. Previously, Grégoire was an equity research associate focused on EU consumer companies at Capital Group.

Grégoire holds an MSc in Finance from Grenoble Business School and is a CFA charterholder.

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Mert Gülleroğlu
Head of Technology Res.
Mert Gülleroğlu

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.

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Dr. Aryestis Vlahakis
Technology Analyst
Dr. Aryestis Vlahakis

Dr. Aryestis Vlahakis joined 2Xideas as an Equity Analyst in October 2018. From 2013 to 2018, Aryestis was a PhD research assistant at ETH Zurich’s Center of Economic Research , 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 an MSc in Energy Science from ETH Zurich. He also holds a BSc in Electrical Engineering from Yale University.

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Manuel Graça
Health Care Analyst
Manuel Graça

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.

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Claudia Collin
Health Care Analyst
Claudia Collin

Claudia Collin joined 2Xideas as an Equity Analyst in July 2022. Previously, she worked for six years at a Geneva-based asset management firm, AtonRa Partners, as an equity analyst and manager focusing on the biopharmaceutical sector. Earlier in her career, Claudia had gained experience in private banking at Société Générale and BNP Paribas, as well as in M&A at Engie.

Claudia holds an MSc in Investment Banking from ESCP Europe (London and Paris) and an MSc in Financial Engineering specializing in financial markets from ESGF (Paris).

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Rajvir Visen-Singh
Head of Financials Res.
Rajvir Visen-Singh

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.

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Fikret Avni
Financials Analyst
Fikret Avni

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).

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Ricco Friedrich
Head of Industrials Res.
Ricco Friedrich

Ricco Friedrich joined 2Xideas as an Equity Analyst in March 2021 and was appointed Head of Industrials Research in 2022. 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.

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Andrei Kiselev
Industrials Analyst
Andrei Kiselev

Andrei Kiselev joined 2Xideas as an Equity Analyst in July 2022. Prior to joining 2Xideas, Andrei was a portfolio manager at Aegon Asset Management in Edinburgh, Scotland, where he co-managed the Global Sustainable Equity fund, as well as being involved with a number of regional and global strategies. Andrei started his investment career with Baillie Gifford in Scotland. After completing the initial training period, he spent several years first as an analyst on global equity products, and subsequently as an investment manager on the US equity fund.

Andrei holds a Master’s degree in Economics from the University of Edinburgh.