Fund Beating 99% of Peers Bets Big on Taiwan’s Smaller AI Stocks
· Source: bloomberg.com
In short
The Nomura Taiwan High Tech Fund, managed by George Hsieh, has outperformed 99% of its peers by focusing on smaller Taiwanese companies in the AI supply chain. It achieved a 164% return over the past year and has increased 29% this year despite geopolitical tensions and market volatility.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 14, 2026: AI-Driven Execution Transforms Supply Chains with Speed, Security, and Scale
Tags: Taiwan, smaller stocks, AI supply chain, investment, technology