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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.
Reported continued strong sales with expanded contribution from AI. Maintains a strong...
— First Eagle Investment Management, LLC
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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 First Eagle Global Fund
Workday provides essential cloud enterprise software that manages core human resources and financial operations for large corporations, representing 1.56% of the fund. The management team...
LVMH Moët Hennessy Louis Vuitton SE is the preeminent global luxury goods conglomerate, controlling iconic heritage houses such as Louis Vuitton, Christian Dior, Tiffany, and Bulgari, representing 1.26% of the portfolio. The managers hold...
Samsung Life Insurance is South Korea's leading provider of life, health, and retirement pension solutions, making up 0.80% of the fund. First Eagle retains...