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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.
The Mobius Emerging Markets Fund delivered a 29.4% return in Q2 2026, outperforming the MSCI Emerging Markets Mid Cap Index by 10.4 percentage points. Performance was driven...
— Carlos von Hardenberg
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Other investors who've written on TSMC
TSMC is well-positioned as the primary producer of advanced AI chips for Nvidia, benefiting from price increases across chip fabrication and packaging. The manager anticipates...
The standout contributors to performance for both the quarter and the year were our investments in semiconductor companies selling directly into the AI build-out – Taiwan Semiconductor