Group 1 - Cooper Investors Global Equities Fund reported a portfolio return of -3.3% in Q4 2025, resulting in a yearly return of 2.6% affected by approximately 5% currency fluctuations [1] - The fund achieved an annualized return of 14.2% over the past three years, while the MSCI AC World Index had an annualized return of 21.3% during the same period [1] - The firm emphasizes a long-term investment strategy aimed at providing risk-adjusted returns above the market [1] Group 2 - Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is highlighted as a key stock in the fund's portfolio, with a market capitalization of $1.877 trillion [2] - TSMC's stock closed at $361.91 per share on February 10, 2026, with a one-month return of 10.64% and a twelve-month increase of 75.36% [2] - The fund has been invested in TSMC since May 2020, during which the company has achieved Earnings per Share growth of nearly 30% per annum and investment returns exceeding 36% on an annualized basis [3] - Recent growth for TSMC has been driven by demand for chips used in High Performance Computing applications, particularly in AI [3]
Cooper Investors Global Equities Fund: Taiwan Semiconductor Manufacturing Company (TSM) Delivered EPS Growth of 30% p.a. Since Its Addition