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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In the semiconductor sector, we trimmed our position in Taiwan Semiconductor to manage the risk amid intensified geopolitical tensions between the U.S. and China in 2025, directing the proceeds into the purchase of a position in Broadcom. Adding Broadcom, a...
— Dmitry Khaykin, Deepon Nag
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Other investors who've written on Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Company Limited is the world's largest contract chipmaker and the leading manufacturer of advanced logic semiconductors used in modern AI accelerators. Shares corrected 4.3%...
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's largest contract chipmaker and the leading manufacturer of advanced logic semiconductors used in modern AI accelerators. Shares corrected 4.3%...
Taiwan Semiconductor Manufacturing Company ($TSM) represents 8.25% of the fund's portfolio. TSMC is the...
More institutional theses from ClearBridge Investments Large Cap Value
CVS Health Corporation operates an integrated healthcare enterprise spanning retail pharmacies, pharmacy benefit management via Caremark, and healthcare benefits through Aetna. ClearBridge maintains an...
Nvidia Corporation is the premier global designer of advanced graphics processing units (GPUs) and integrated compute platforms powering generative artificial intelligence, high-performance computing, and enterprise automation. ClearBridge initiated a...