Hardman Johnston Global Advisors released its Q3 2025 investor letter, revealing a 5.02% return, underperforming the MSCI AC World Net Index at 7.62%. The letter highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), with a one-month return of 5.27% and a 51.13% gain over 52 weeks, closing at $302.84 per share on December 26, 2025.

In the investor letter, Hardman Johnston Global Equity Strategy praised Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a top performer, attributing its success to strong Q2 earnings and a 30% revenue growth forecast for 2025. The company’s High Performance Computing segment drove sales, positioning TSMC as a key player in AI semiconductor manufacturing.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) secured the 9th spot on the list of 30 Most Popular Stocks Among Hedge Funds, with 194 portfolios holding TSM at the end of Q3 2025. Despite a 6% revenue increase in the same quarter, some AI stocks may offer better upside potential with less risk. For undervalued AI stock options, explore the free report on the best short-term AI stock.

Read more at Yahoo Finance: Taiwan Semiconductor Manufacturing Company Limited (TSM) Rebounded Strongly in Q3