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TSM - Rondure Global Advisors Q1 2022 Fund Commentary
Taiwan Semiconductor Manufacturing Company Ltd.
Rondure Global Advisors is a women-owned investment adviser focused on high-quality equity investing for the long-term. We are deeply client-focused and actively cost-conscious, as we are heavily invested alongside our clients for the long haul.
We are consciously articulating portfolios that we hope beat to different drums.
We are more excited about opportunities today than we were a quarter ago, but the Federal Reserve still has wood to chop and that has global implications for discount rates and growth.