
concentrated
100%
qualitative
60%
quantitative
40%

Robert Leitz - Managing Director
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Founder and Managing Director of iolite Capital
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Sole investment professional, with full responsibility for capital allocation and portfolio construction.
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Former roles at Glencore, TPG Credit, Goldman Sachs (European Special Situations), and KPMG Corporate Restructuring.
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Trained across complex capital structures, including distressed debt, debt-to-control transactions, and non-performing loan portfolios.
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MSc in Business Administration & Economics, University of St. Gallen (HSG); thesis written at Columbia University, New York.
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Former Non-Executive Director of Opterion Health AG; former Finance Chair, EO Zurich.
What sets Robert apart
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Deep special-situations training: Experience investing where price discovery is broken and complexity scares off capital.
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Owner-operator mindset: Substantial personal capital invested alongside clients; no asset-gathering incentives.
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Disciplined simplicity: Avoids financial engineering; relies on time-tested value and cash-flow principles.
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Independent and contrarian mindset: Comfortable being early, alone, and unpopular when fundamentals justify it.
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Analytical depth over rhetoric: Not a promoter — investments are driven by fundamental analysis and downside protection.
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Long-term results: Demonstrated performance across multiple market cycles since founding iolite in 2008.



