Cooper Investors Global Equities Fund released its Q4 2025 investor letter, showing a -3.3% return for the quarter and 2.6% yearly return. The firm focuses on long-term risk-adjusted returns above the market, with a 14.2% annualized return over the past three years compared to the MSCI AC World Index.

Taiwan Semiconductor Manufacturing Company Limited (TSM) was highlighted in the Q4 2025 letter as a top stock pick. TSM is the world’s leading semiconductor manufacturer, with a stock price of $361.91 on February 10, 2026. The company saw a one-month return of 10.64% and 75.36% over the past twelve months.

Cooper Investors Global Equities Fund has been invested in Taiwan Semiconductor Manufacturing Company Limited (TSM) since May 2020, citing strong growth and returns. TSM is the world’s largest semiconductor foundry and has shown significant earnings per share growth. The company has seen investment returns of over 36% on an annualized basis.

Taiwan Semiconductor Manufacturing Company Limited (TSM) ranks 9th in the list of 30 Most Popular Stocks Among Hedge Funds. 194 hedge fund portfolios held TSM at the end of Q3, up from 187 in the previous quarter. While TSM shows potential, some AI stocks offer greater upside with less downside risk, according to the firm.

For more insights and investor letters, check out the article on the best extremely profitable stocks to invest in according to hedge funds. Visit the hedge fund investor letters Q4 2025 page for more information from leading investors. Explore the best and worst Dow stocks for the next 12 months and 10 unstoppable stocks that could double your money.

Read more at Yahoo Finance: Taiwan Semiconductor Manufacturing Company (TSM) Delivered EPS Growth of 30% p.a. Since Its Addition