Wedgewood Partners Q1 2026 Top-Performing Contributors And Detractors

Taiwan Semiconductor Manufacturing Company guided to accelerating revenue growth to +30% in 2026 as demand for compute accelerators for AI applications continues to ramp unabated. Old Dominion maintains a significant buffer of spare capacity, which helps capture more of the economics during an expansion. Chubb grew core operating income by +25% on +8% growth in net premiums and achieved a record-low combined ratio.