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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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Michael Stutz
CIO
Michael Stutz

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.

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Henrik Munk-Nielsen
Deputy CIO
Henrik Munk-Nielsen

Henrik Munk-Nielsen is Deputy CIO 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 and Russia. 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.

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Raffaella Semedo
Head of Sustainability
Raffaella Semedo

Raffaella Semedo joined 2Xideas as Sales Director in September 2017, was appointed Head of Sustainability in February 2021, and was made a Partner in the firm in 2022. Previously, Raffaella worked as marketing and investor relations director of an investment company specializing in the alternative energy sector. 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 from the Ecôle Hôtelière de Lausanne.

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Peter Wick
Manager Asia
Peter Wick

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.

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Christof Fischer
Head of Consumer Res.
Christof Fischer

Christof Fischer joined 2Xideas as an Equity Analyst in April 2017, was appointed Head of Consumer Research, and became a Partner in the firm 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.

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Scott McConnell
Consumer Analyst
Scott McConnell

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 US consumer discretionary and internet/consumer technology. He previously worked in manager research, covering domestic equities at Pacific Portfolio.

Scott holds a BS in Finance from Azusa Pacific University in California. He is also a CFA® charterholder.

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Steve Zhou
Consumer Analyst
Steve Zhou

Yang (Steve) Zhou joined 2Xideas as an Equity Analyst in October 2021. From 2018 to 2021, Steve worked as a Senior Analyst at JK Capital Management in Hong Kong, focusing on China’s consumer and property sectors. From 2015 to 2017, he served as an Assistant Vice President at Khazanah Nasional in Beijing, a Malaysian sovereign wealth fund, covering China consumer, property, and materials. Steve also worked on the sell side in Shanghai covering China consumer stocks from 2011 to 2015.

Steve holds a BS in Finance from New York University Stern School of Business. He is a CFA® charterholder.

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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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Kate Chen
Technology Analyst
Kate Chen

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.

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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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Ruth Chen
Health Care Analyst
Ruth Chen

Ruth Chen joined 2Xideas as an Equity Analyst in August 2021. Previously, Ruth was a management consultant at Qral Group and ZS Associates, both in San Francisco, focusing on health care companies. Ruth 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 in Chicago and an MBA from Columbia Business School.

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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, with a particular focus on financial technology and data services.

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.

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Adam Stryer
Industrials Analyst
Adam Stryer

Adam Stryer joined 2Xideas as an Equity Analyst in June 2022. Previously, Adam worked in Equity Research at Berenberg Capital Markets covering Small and Mid Cap Automotive and Industrial Technology companies. He also completed internships with RBC and Fred Alger Management and managed a fund throughout college.

Adam holds a BA in Economics and Statistics from Northwestern University and various securities licenses from FINRA.

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Mathieu Fragnière
Sustainability Specialist
Mathieu Fragnière

Mathieu Fragnière joined 2Xideas as a Sustainability Specialist in November 2021. From 2016 to 2021, Mathieu worked as a project manager in a consulting company providing strategies on sustainable development and mitigation of CO2 emissions, helping 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 in Socio-Ecological Economics and Policy from the Wirtschaftsuniversität (WU) of Vienna.

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Anastasios Tafakis
Head of Trading
Anastasios Tafakis

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.