Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik (TIP522)
发布时间 2023-02-09 23:45:01 来源
摘要
My guest today is Joseph Shaposhnik. Joseph is a portfolio manager of TCW’s New America Premier Equities fund. Joseph also served as a senior equity analyst in the equity research group, with coverage responsibility for the industrials and basic materials sectors. Prior to joining TCW in 2011, he was an equity research associate at Fidelity, where he focused on the semiconductor and entertainment software sectors.
Joseph brings the type of level headedness and consistency you would expect from someone who has consistently beaten the market for more than a decade. There’s a lot here, so without further delay, please enjoy my conversation with Joseph Shaposhnik.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:33 - Unconventional wisdom and strategies that Joseph has learned from working under Joel Tillinghast, Will Danoff and under mentorship from Brian Jellison.
00:28:10 - How he has shaped his strategy for his fund that has outperformed it’s benchmark by 3.5% since inception.
00:38:02 - An overview of some of the funds top holdings, including Constellation Software, Factset and Broadcom.
00:49:14 - Insights from Buffett’s investment in TSM and Precision Castparts
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💡 OTHER RESOURCES
- Connect w/ Joseph: https://bit.ly/3l9BDTL
- TWC New America Premier Equities Fund: https://bit.ly/3DLHd5m
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3WG6WU3
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WHO I AM:
I’m Trey Lockerbie and host of We Study Billionaires🎙. I used to study options trading but pivoted to value investing 💵 after a life-altering dinner with Warren Buffet. Back in the day I was traveling around the world as a musician, but I’ve now settled in Los Angeles with my wife and two children. Together with my wife I started Better Booch 🥃 - a nationally distributed Kombucha company.
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