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: This blog has been prepared by Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253). You should not rely on any information in the blog in making any investment decision.

It is for general information only and does not take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. Past performance is not a guarantee of future performance.