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Orbis Emerging Markets Equity: The case for Taiwan Semiconductor Manufacturing Company
As markets grapple with volatility, uncertainty and rapid technological advancements, Stanley Lu from our offshore partner, Orbis, emphasises the importance of owning high-quality businesses grounded in discipline, trust and reliability. He explains how Taiwan Semiconductor Manufacturing Company, one of the Orbis SICAV Emerging Markets Equity Fund’s highest-conviction holdings, embodies Orbis’ long-term investment philosophy.
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