Our competencies

Investing with passion

 

Local roots, language expertise and long-standing experience in investing in newly industrializing countries: those are the hallmarks of our New Markets team. Our portfolio managers are familiar with cultural, economic and political realities and with specific features of local stock markets.

 

An impressive and consistent track record in the management of emerging market investment strategies is a part of the package with all our team members. Our experts are leading innovators in exploring selected New Markets such as Africa and Central Asia.


Personal engagement with a topic is one of the strongest motivators when it comes to achieving an in-depth understanding of complex issues. Regular trips to the regions and close contact with local officials, business leaders and local brokers give us the edge and security – because managing investments in New Markets also means managing risk.


Fill in the "uncharted areas" on your investment map. Catch the passion of our New Markets experts. An exciting journey to largely unexplored investment regions awaits you.

 

 

  • Since 2009 with Bellevue Asset Management as lead portfolio manager of the BB Silk Road Opportunities (LUX) Fund
  • 2007 - 2009 Bank Julius Baer, portfolio manager JB Russia Fund
  • 2006 - 2007 Arcelor Mittal, strategic management
  • 2001 - 2005 Mc Kinsey & Co., project manager
  • 1997 - 1999 Daiwa Institute of Research & European Bank for Research and Development, investment manager
  • MBA, Vanderbuilt University, USA
  • Master's degree in Business Economics, Khaborovsk State Academy of Eonomics & Law, Khabarovosk, Russia
  • CFA charterholder

 

 

 

  • Since 2009 with Bellevue Asset Management as lead portfolio manager of the BB African Opportunities (LUX) Fund
  • 2007 - 2009 Julius Baer Asset Management, portfolio manager of  JB Northern Africa and Nikko Africa Funds
  • 2003 - 2007 Deutsche Bank, London, quant risk analyst
  • PhD in Theoretical Physics, Swiss Federal Institute of Technology (ETH) Zurich
 
  • With Bellevue Asset Management since 2011, Portfolio Manager of BB Silk Road Opportunities and BB Entrepreneur Asia Fund
  • 2005–2011 Bankinvest Asset Mangement, Portfolio Mangager Asia ex Japan Equitites
  • 2003–2005 Nordic Venture Partners, analyst covering telecom and technology companies
  • Master‘s degree in applied economics and finance
  • Computer Science/Business Administration studies
  • CFA charterholder