| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1,192 | $41,231 | $108,472 | $67,241 | 163.08% |
Daniel L. Lippincott Karpus Management Inc. | 75,028 | $2.75M | $6.82M | $4.06M | 147.62% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 493,772 | $15.38M | $45.14M | $29.76M | 193.58% |
| BWR Brian W. Rahlfs Rahlfs Capital LLC | 3,500 | $230,090 | $298,970 | $68,880 | 29.94% |
| NYSE Exchange | HK Country |
The Taiwan Fund, Inc. is a specialized, closed-ended equity mutual fund that was established on December 23, 1986. Managed by JF International Management Inc., this fund focuses on investing in the public equity markets of Taiwan. The investment strategy of The Taiwan Fund, Inc. revolves around identifying stocks from companies operating across a variety of sectors, thereby diversifying its portfolio. Through a meticulous process of fundamental analysis, the fund takes into consideration a range of factors that influence its investment decisions. These factors include not just the growth potential of the companies, but also their competitive position in the industry, advancements in technology, and investment in research and development.
Further analysis incorporates essential metrics such as productivity, labor costs, raw material costs and sources, as well as profit margins. The evaluation of return on investment, available capital resources, and the implications of government regulations also play a vital role in the portfolio construction process. As a metric for assessing performance, the fund uses the TAIEX Total Return Index, enabling investors to gauge how well the fund manages its assets relative to market benchmarks.