Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology and consumer staples detracted from results. During the quarter, international equities advanced,...
Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars
