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Showing 1 - 10 of 13 results for "TSMC"

Lazard AM launches emerging market fund to retail sector

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... Taiwan, Indonesia, India and Brazil and is benchmarked against the MSCI Emerging Markets Index. Some of its holdings include TSMC, Samsung, Alibaba, Petrobras and MediaTek. "We believe this fund that uses a quantitatively based investment process will ...

FEATURE: Global equities | Triaging tech's second act

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
... centres. Above that sit chip designers and manufacturers, including Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC), who design and produce the advanced processors that train and run AI models. The next layer is infrastructure, dominated ...

Fidante shutters Ox Capital

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
... Indonesia, and Vietnam relative to the index and underweight in Taiwan and India. They had top holdings in Samsung Electronics, TSMC, SK Hynix and Bank Negara Indonesia.

Australian profits flat as global earnings soar to record highs

RIDDHIMA TALWANI  |  WEDNESDAY, 21 JAN 2026
... Budden said. Technology and the media sectors were the key drivers of 2025's profit growth, with Microsoft, Apple, Nvidia and TSMC accounting for US$1 in every US$14 of all the profits for companies in the global index. Financial companies were the largest ...

Platinum LIC turns down WAM bid

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... exposure to undervalued businesses. Since its 1994 inception, PMC has returned 10.7% p.a. Some of its largest holdings are in TSMC, Alphabet, Novartis, Unilever and AstraZeneca. Platinum shareholders recently voted in favour of merging with L1 Capital ...

Loftus Peak to launch hedged Global Disruption active ETF

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... Global Disruption Active ETF, including Amazon, Eli Lilly, Meta, Microsoft, Netflix, Nvidia, Qualcomm, Roku, Salesforce and TSMC, Loftus Peak explained. "It applies Loftus Peak's high-conviction global equity investment strategy, that has a disruption ...

VG1 replaces investment manager, books massive loss

KARREN VERGARA  |  THURSDAY, 21 AUG 2025
... London Stock Exchange Group (LSEG). It has now exited positions in Rightmove and LSEG. Taiwan Semiconductor Manufacturing Co. (TSMC), Vault Minerals, Entain, GQG Partners and Lloyds Banking Group were its top five largest long position holdings. "The ...

DeepSeek, Alibaba: Silver linings for emerging markets strategy

KARREN VERGARA  |  THURSDAY, 22 MAY 2025
... chips. Nvidia, for example, saw its share price tank 17% and wipe more than US$500 billion off its market value. Taiwan's TSMC is another company that Whiting and her team favour. "We think it is a unique asset. It is the dominant company globally ...

TWC launches Global Wealth Creators Fund

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... Global Wealth Creators Fund," Birkhold said. "Our investment philosophy focuses on identifying innovative companies, such as TSMC and Eli Lilly, with proven track records of generating real economic returns in excess of their cost of capital, along with ...

Nanuk fund lists as currency hedged ETF

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... Shimadzu Corporation, and Tandem Diabetes Care. Its top holdings include Microsoft, Taiwan Semiconductor Manufacturing Company (TSMC), Zebra Technologies, and NVIDIA.
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