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First Securities Investment Trust Co., Ltd.
Chou-Wen You · Asset Manager · Multi-Strategy
First Securities Investment Trust Co., Ltd. (FSITC) is a prominent Taiwanese asset management firm and a core subsidiary of First Financial Holding Co., Ltd. Established in 1986 and headquartered in Taipei, the company has over three decades of experience in the financial markets. FSITC offers a comprehensive range of investment products, including mutual funds, exchange-traded funds (ETFs), and discretionary investment services. The institution is recognized for its commitment to sustainable finance, having launched Taiwan's first locally managed Sustainable Impact Investment Multi-Asset Fund. With a focus on stability and innovation, FSITC integrates advanced technologies like AI and deep learning into its investment processes. The firm manages a diverse portfolio across various asset classes, aiming to deliver consistent long-term returns for both individual and institutional investors while adhering to principles of fair customer treatment and corporate social responsibility.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -8.4% |
| YTD return | -8.5% |
| Sharpe ratio | -0.46 |
| Win rate | 31% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.fsitc.com.tw/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 27.6% | +24.7% |
| UMC | United Microelectronics | 6.4% | +50.0% |
| AMD | Advanced Micro Devices Inc | 6.3% | +37.8% |
| NEE | Nextera Energy Inc | 4.8% | -5.7% |
| UNP | Union Pacific Corporation | 4.4% | +3.3% |
| NVDA | NVIDIA Corporation | 4.3% | +11.4% |
| WMB | Williams Companies Inc | 3.9% | -6.9% |
| OKE | ONEOK Inc | 3.6% | +0.4% |
| IFNNY | Infineon Technologies AG ADR | 3.5% | 0.0% |
| TRGP | Targa Resources Inc | 3.4% | +9.3% |
| ANPA | Rich Sparkle Holdings Limited Ordinary Shares | 3.4% | -57.0% |
| SO | Southern Company | 3.4% | -8.0% |
| VSAT | ViaSat Inc | 3.3% | -5.0% |
| LNG | Cheniere Energy Inc | 3.3% | +9.6% |
| ETR | Entergy Corporation | 3.3% | -7.9% |
| ILMN | Illumina Inc | 3.2% | +33.9% |
| ALAB | Astera Labs, Inc. | 3.2% | -15.3% |
| SPIR | Spire Global Inc | 3.0% | -33.5% |
| GSAT | Globalstar, Inc. Common Stock | 2.9% | +3.0% |
| DUK | Duke Energy Corporation | 2.8% | -5.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | ALAB | 3.2% → 3.2% |
| Sep 14, 2026 | SELL | TRGP | 3.4% → 3.4% |
| Sep 14, 2026 | SELL | GSAT | 2.9% → 2.9% |
| Sep 14, 2026 | BUY | NVDA | 4.3% → 4.3% |
| Sep 14, 2026 | SELL | AMD | 6.3% → 6.3% |
Investment Style Analysis
First Securities Investment Trust Co., Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Utilities - Regulated Electric sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, First Securities Investment Trust Co., Ltd. made a significant move by increasing exposure to ALAB. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
FSITC’s investment philosophy centers on the core principle of "doing good through financial products," emphasizing a balanced and sustainable approach to wealth creation. The firm prioritizes long-term growth and stability, integrating environmental, social, and governance (ESG) factors into its decision-making process to drive positive societal impact. FSITC leverages a research-driven strategy that combines fundamental analysis with innovative financial technology, such as AI-driven algorithms, to identify emerging trends and manage risk effectively. By fostering a multi-dimensional development strategy across equities, fixed income, and alternative investments, the institution aims to create mutual benefits for investors and the broader industry while maintaining a steadfast commitment to transparency and integrity.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with First Securities Investment Trust Co., Ltd..
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Frequently asked questions
How is the simulated portfolio for First Securities Investment Trust Co., Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is First Securities Investment Trust Co., Ltd.'s largest holding?
As of the latest filing, First Securities Investment Trust Co., Ltd.'s top position is Taiwan Semiconductor Manufacturing (TSM), representing 27.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is First Securities Investment Trust Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of -8.4% with a win rate of 31%. Notably, the portfolio maintains a Sharpe Ratio of -0.46, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does First Securities Investment Trust Co., Ltd. primarily invest in?
First Securities Investment Trust Co., Ltd. has a strong preference for the Semiconductors sector, which makes up 51.3% of their disclosed assets. The portfolio also has exposure to Utilities - Regulated Electric, indicating a specific thematic focus.
Is First Securities Investment Trust Co., Ltd.'s portfolio concentrated or diversified?
First Securities Investment Trust Co., Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has First Securities Investment Trust Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for First Securities Investment Trust Co., Ltd. tracks a Year-to-Date (YTD) return of -8.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Chou-Wen You manage First Securities Investment Trust Co., Ltd. directly?
Yes, Chou-Wen You serves as the key portfolio manager for First Securities Investment Trust Co., Ltd., overseeing the investment strategy and final capital allocation decisions.