Stock Story: Taiwan Semiconductor Manufacturing Company (TSMC) - Milford Asset

Stock Story: Taiwan Semiconductor Manufacturing Company (TSMC)

Alexander Whight

Portfolio Manager

Alexander is a Portfolio Manager in the Global Equities team. Prior to joining Milford in 2020, Alexander was a Portfolio Manager and foundational member of the global equities team at AustralianSuper, which managed >$10bn invested in international shares. Alexander also spent 5 years at J.P. Morgan Cazenove in London covering European Industrial stocks, and began his investment career in Sydney in 2004 with Tyndall Investment Management.

He holds a Bachelor of Commerce degree from The University of Sydney and a Master’s in Applied Finance & Investment from the Financial Services Institute of Australasia.

Alexander is based in Milford’s Sydney office.

This month, Portfolio Manager Alexander Whight shares the story behind the success of TSMC, one of our investments and the world’s largest contract manufacturer of semiconductor chips.

Disclaimer: The material contained herein is based on information believed to be accurate and reliable although no guarantee can be given that this is the case. This is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Before making any financial decisions, you may wish to seek independent financial advice.