Home » About » Team

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.

03_Michael Stutz
Michael Stutz
CIO
Michael Stutz

Michael Stutz joined 2Xideas as Chief Investment Officer and Partner in September 2014. He worked as portfolio manager and later 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.

06_Henrik Munk-Nielsen
Henrik Munk-Nielsen
Deputy CIO
Henrik Munk-Nielsen

Henrik Munk-Nielsen is the 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. 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.

07_Raffaella Semedo
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 made Partner 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.

08_Stephanie Scherrer
Stephanie Scherrer
Head of Behav. Analytics
Stephanie Scherrer

Stephanie Scherrer joined 2Xideas as Head of Behavioral Analytics in October 2022. Previously, she worked as Risk Profiler and later Chief Personnel Security Investigation for the Swiss Department of Defense, conducting risk analysis on people recruited to serve and serving in the Swiss army. From 2020 on, she was a member of the extended management of the Special Service. Stephanie started her career with Globalance Bank AG as CRM manager. 

Stephanie holds a Master of Science in Psychology from the University of Zurich and an Executive Master’s in Business Administration from the University of St. Gallen.

16_Peter Wick
Peter Wick
Head of Technology Res.
Peter Wick

Peter Wick is Head of Technology Research and 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.

21_Stephen Cai
Stephen Cai
Technology Analyst
Stephen Cai

Stephen joined 2Xideas as an Equity Analyst in July 2022. Prior to joining 2Xideas, Stephen worked in Equity Research at Susquehanna (SIG), covering Semiconductors. Previously, he also worked in the hardware group at Google as well as in equity trading at Deutsche Bank.

Stephen holds a BS in Industrial Engineering from Georgia Tech and an MBA in Finance from The Wharton School of the University of Pennsylvania.

19_Gregoire Serre
Grégoire Serre
Head of Consumer Res.
Grégoire Serre

Grégoire Serre joined 2Xideas as an Equity Analyst in July 2022 and was appointed Head of Consumer Research in April 2024. 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.

23_Manuel Graca
Manuel Graça
Head of Health Care Res.
Manuel Graça

Manuel Graça joined 2Xideas as an Equity Analyst in April 2019, was appointed Head of Health Care Research in October 2023, and made Partner in 2024. 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.

24_Claudia Collin
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).

25_Rajvir Visen-Singh
Rajvir Visen-Singh
Head of Financials Res.
Rajvir Visen-Singh

Rajvir Visen-Singh joined 2Xideas as an Equity Analyst in August 2019, was appointed Head of Financials Research in July 2022, and made Partner in 2024. 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.

26_Fikret Avni
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).

27_Ricco Friedrich
Ricco Friedrich
Head of Industrials Res.
Ricco Friedrich

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.

28_Ben Silverman
Benjamin Silverman
Industrials Analyst
Benjamin Silverman

Benjamin Silverman joined 2Xideas as an Equity Analyst in June 2023. Previously, he was founder and portfolio manager at North10 Capital, where he managed family office assets through separate accounts across a multi-asset class investment strategy. Prior to that, Benjamin held several senior investment roles in New York City, covering Basic Materials and Industrial equities at divisions within Point72 Asset Management, Millennium Management, and Scopus Asset Management. Benjamin started his investment career as a sell-side equity research associate covering the airline industry in 2005.


Benjamin holds a BS in Organizational Communication from Cornell University.

30_Damien Zanol
Damien Zanol
Risk Manager
Damien Zanol

Damien Zanol joined 2Xideas in April 2023 as Risk Manager. From 2014 to 2023, he was the risk manager at Adelphi Capital, a London-based fundamental long/short equity Fund. Damien started his career in finance in 2011 in London as an analyst for Sciens Capital managed account platform, where he worked with PMs on fund of funds portfolio construction.


Damien holds an MSc in Risk and Investment Management from the EDHEC Risk Institute in London, a Master’s in Management from EDHEC Business School and a Bachelor’s in Economics from Paris 10 University.

32_Vincent Lehmann
Vincent Lehmann
ESG Analyst
Vincent Lehmann

Vincent Lehmann joined 2Xideas as an ESG Analyst in March 2023. He previously worked at RepRisk, a leading ESG data science company. Before that he gained work experience at a Swiss real estate development firm supporting the acquisitions team. Back in 2020, Vincent completed a six-month internship as an equity analyst at 2Xideas.

Vincent holds an MSc in Sustainability Entrepreneurship & Innovation from ESCP Business School and a BSc in Business Administration, specializing in Finance, from Northeastern University. He also holds the CFA® Institute Certificate in ESG Investing.

33_Anastasios Tafakis
Anastasios Tafakis
Head of Trading
Anastasios Tafakis

Anastasios Tafakis joined 2Xideas as Head of Trading in August 2019 and made Partner in 2024. 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.