Frank Pfeiffer in an interview with The Market NZZ: "Kühne+Nagel could become an issue for 2026"
In an interview with Manuel Boeck from The Market, Frank Pfeiffer, portfolio manager and fund manager of the Schweizer Aktienperlen Fonds at Tareno, talks about high-dividend quality stocks, functioning momentum and potential turnaround candidates. Numerous Swiss equities such as Holcim, Kühne+Nagel, Sika, SIG Group and SGS will be discussed.
With the Schweizer Aktienperlen Fonds, Frank Pfeiffer focuses on high-dividend quality stocks whose momentum is intact. For him, Holcim fits this profile perfectly: robust cash flow, strategic development and years of sustained relative strength. At the same time, he is keeping an eye on potential turnaround candidates such as Kühne + Nagel, Sika and Georg Fischer – stocks that will only come into question when the market technology brightens up sustainably.
Frank Pfeiffer is also consistent when it comes to selling: If the momentum changes or the fundamental basis deteriorates, he reduces the position. This is why he recently realized a profit on Swiss Re and Lindt & Sprüngli.
Find out more about us!
Publications
Team