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Davide Marchesin

Davide Marchesin - Fund Manager


Davide Marchesin is an Investment Director in the non-directional equity team, and co-manages a global financials long/short equity fund.

He joined GAM Investments following its acquisition of the equity hedge specialist, Arkos Capital SA in 2012 (now GAM Investment Management (Switzerland) AG, Lugano Branch). Prior to joining Arkos in August 2008, he was at MainFirst Bank in London where he worked as an institutional stockbroker on European equities. Prior to this, he was a co-portfolio manager at RAS Asset Management SGR, Italy (a wholly owned subsidiary of Allianz), and before that, he was a buy-side analyst for European financials at Arca Fondi SGR, Italy. Davide Marchesin holds a BA (cum laude) in Economics from Università Cattolica del Sacro Cuore, Italy, the Italian Financial Advisor designation, and is a CFA charterholder. He is based in Lugano, Switzerland.

Davide Marchesin

My Insights

Weekly Manager Views

3 min read

Weekly Manager Views: Equities
22 January 2021

At GAM Investments’ latest Equities Meeting, held on 19 January, three of our managers discussed valuations across their respective markets.

Weekly Manager Views

3 min read

Weekly Manager Views: Equities
04 June 2020

At GAM Investments’ Weekly Equities Meeting held on 2 June, Gianmarco Mondani discussed opportunities among European equities and Davide Marchesin commented on contrasts between European and US banks.

Weekly Manager Views

4 min read

Weekly Manager Views
29 November 2019

At GAM Investments’ Weekly Investment Meeting held on 27 November, the speakers were Michael Biggs, who discussed the global macro backdrop, and Davide Marchesin, who examined the current environment for global long / short equity.

Weekly Manager Views

6 min read

Weekly Manager Views
12 April 2019

At GAM Investments’ Weekly Investment Meeting held on 10 April 2019 the speakers were Swetha Ramachandran, who provided an update on the exciting developments in luxury equities, and Davide Marchesin, who discussed the backdrop for global long / short financials.