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Interview «I Expect that Novartis Will Be Able to Improve its Margins up to Peer Levels»

themarket.ch / English

«ABB has made significant efforts to establish local manufacturing, which has paid off»: David Samra.
Interview

«I Expect that Novartis Will Be Able to Improve its Margins up to Peer Levels»

David Samra, lead portfolio manager of the Artisan International Value Fund, explains why he is investing in the Swiss pharma giant. He talks about his positions in Holcim, UBS and ABB – and explains why he believes in the turnaround of the chocolate manufacturer Barry Callebaut.
Christoph Gisiger 04.04.2025

published about 1 month ago



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