Stefan Blum
Stefan Blum is a portfolio manager at Bellevue Asset Management, specializing in the medtech and services sector. He closely monitors the operational margins and growth strategies of companies such as Straumann, emphasizing the importance of local production and strategic positioning in the competitive landscape of dental implants.
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Switzerland:
Stefan Blum is a portfolio manager who is optimistic about Straumann's margins despite its growth in the low-cost segment.
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