Chips, Banks and Lego Politics: Opportunities Abroad
From tariffs and shifting “Lego” geopolitics to Japan’s reforms and TSMC’s AI edge — hear from Portfolio Manager Krishna Mohanraj, CFA, on how we’re positioning internationally and why select European banks stand out. (21 min video)
As of 30 September 2025, Diamond Hill owned shares of AIB Group PLC, Safran SA, Melrose Industries PLC and Taiwan Semiconductor Manufacturing Co. Ltd.
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The views expressed are those of the speakers as of September 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.