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Here’s Why L1 Capital Limit the Position Size of its Taiwan Semiconductor (TSM) Position

News Snapshot:

L1 Capital, an investment management firm, published its ‘L1 Capital International Fund’ third quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly net return of 3.7% was recorded by the fund in the second quarter of 2021, compared to the benchmark return of 3.9% You… [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

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