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.
12 April 2019Weekly Manager Views
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.
Monday, December 19, 20162017 Outlook – The Investment Themes to Watch
2016 was a year of erratic markets and geopolitical shocks that sent fundamentals into the shadows. Bourses moved on speculation and surprise, challenging market participants. GAM’s investment experts put forward their key themes for the year ahead.
Wednesday, July 27, 2016What's next for the EU banking sector?
Comment from Davide Marchesin, fund manager in GAM’s non-directional equity team.
Friday, December 04, 2015Peripheral EU Banks' Turnaround
Davide Marchesin, Investment Manager, takes a look at peripheral European financials and sees attractive opportunities on the horizon.