TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 10 February 2023
⏱️ 60 minutes
🧾️ Download transcript
Summary
Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity Analyst in the equity research group with coverage responsibility for the industrials and basic materials sectors. Before joining TCW in 2011, he was an Equity Research Associate at Fidelity, focusing on the semiconductor and entertainment software sectors.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:52 - Unconventional wisdom and strategies that Joseph has learned from working under Joel Tillinghast, Will Danoff and under mentorship from Brian Jellison.
28:40 - How he has shaped his strategy for his fund that has outperformed it’s benchmark by 3.5% since inception.
37:16 - An overview of some of the funds top holdings, including Constellation Software, Factset and Broadcom.
50:17 - Insights from Buffett’s investment in TSM and Precision Castparts.
And a lot more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- TCW New America Premier Equities Fund.
- Joseph Shaposhnik Linkedin.
- Trey Lockerbie Twitter.
- Related Episode: Listen to Fidelity Legend Joel Tillinghast - RWH017 or watch the video.
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TI-P. |
| 0:03.3 | My guest today is Joseph Shepashnik. |
| 0:06.1 | Joseph is portfolio manager of TCW's New America Premier Equities Fund. |
| 0:11.4 | Joseph also serves as a senior equity analyst in the equity research group with coverage |
| 0:15.7 | responsibility for the industrial and basic material sectors. |
| 0:19.5 | Prior to joining TCW in 2011, he was an equity analyst associate at Fidelity where he |
| 0:24.4 | focused on the semiconductor and entertainment software sectors. |
| 0:27.4 | In this episode, you will learn unconventional wisdom from strategies that Joseph has learned |
| 0:31.8 | from working under Joel Tillinghast, Will Danoff, and under mentorship from Brian Jellison. |
| 0:37.2 | How he has shaped his strategy for his fund that has outperformed its benchmark by 3.5% |
| 0:41.9 | since inception, an overview of some of the fund's top holdings including constellation |
| 0:46.2 | software, faxet, and broadcom, insights from Buffett's investments in TSM and precision |
| 0:51.5 | cast parts, and a whole lot more. |
| 0:53.9 | Joseph brings a type of level-headedness and consistency you would expect from someone |
| 0:57.4 | who's consistently beaten the market for more than a decade. |
| 1:00.1 | There's a lie here, so without further delay, please enjoy my conversation with Joseph |
| 1:04.2 | Shepashnik. |
| 1:06.4 | You are listening to THE Investors Podcast, where we study the financial markets and read |
| 1:14.7 | the books that influence self-made billionaires the most. |
| 1:17.9 | We keep you informed and prepared for the unexpected. |
| 1:30.2 | Welcome to THE Investors Podcast. |
| 1:31.6 | I'm your host, Tray Lockerby, and today we are super excited to have on the show, Joseph |
... |
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