Cooper Investors Global Equities Fund: Taiwan Semiconductor Manufacturing Company (TSM) Delivered EPS Growth of 30% p.a. Since Its Addition

5 days ago 4

Soumya Eswaran

Wed, February 11, 2026 astatine 8:10 AM CST 3 min read

Cooper Investors, an concern absorption firm, released its fourth-quarter 2025 capitalist missive for “Cooper Investors Global Equities Fund (Unhedged)”. A transcript of the missive tin beryllium downloaded here. The portfolio returned -3.3% successful Q4 2025, bringing the yearly returns to 2.6%. Currency fluctuations of astir 5% weighed connected the yearly performance. The portfolio returned 14.2% connected an annualized ground implicit the past 3 years, compared to the MSCI AC World Index’s annualized instrumentality of 21.3% for the aforesaid period. The steadfast focuses connected a semipermanent skyline to supply a risk-adjusted instrumentality supra the market. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Cooper Investors Global Equities Fund highlighted stocks specified arsenic Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's starring shaper of integrated circuits and different semiconductor devices. On February 10, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $361.91 per share. One-month instrumentality of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 10.64%, and its shares are up 75.36% implicit the past 12 months. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a marketplace capitalization of $1.877 trillion.

Cooper Investors Global Equities Fund stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its 4th fourth 2025 capitalist letter:

"Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest semiconductor foundry. The Fund has been invested successful TSMC since May 2020. Over this period, the institution has cemented its presumption arsenic the starring shaper of precocious chips and delivered Earnings per Share maturation of adjacent to 30% per annum. Investment returns person been implicit 36% connected an annualised basis. More caller maturation has been fuelled by the request for chips utilized successful High Performance Computing applications, oregon AI.