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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.
During the second quarter of 2025, the Hardman Johnston International Equity Composite delivered a strong net return of 17.36%, substantially outperforming its key benchmarks, with the MSCI EAFE Net Index gaining 11.78% and the MSCI AC World ex US Net Index returning 12.03%. This outperformance was...
— Cassandra A. Hardman
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Other investors who've written on Taiwan Semiconductor Manufacturing Company Limited
Despite short-term market anxieties regarding normalization in AI chip demand, TSMC's position as the dominant manufacturer of advanced chips remains intact. Secular tailwinds from...
As the undisputed global leader in semiconductor manufacturing, TSMC dominates the advanced chip foundry market with a share exceeding 60%. The company leverages...
Taiwan Semiconductor Manufacturing Company was a top contributor to portfolio performance in the first quarter.