Intro

A seasoned portfolio manager discusses unconventional investment strategies that have led to his fund's success, providing insights into top holdings and mentorship. The chapter highlights the significance of a calm, informed approach in navigating the complexities of the market.

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Episode notes

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
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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