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TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
We Study Billionaires - The Investor’s Podcast Network
Introduction
Joseph Schipachnik is 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 material sectors. In this episode, you will learn unconventional wisdom from strategies that Joseph has learned from working under Joel Tillinghast, Will Danoff, and under mentorship from Brian Jealousen. How he has shaped his strategy for his fund that has outperformed its benchmark by 3.5% since inception. An overview of some of the fund's top holdings, including Constellation Software, Faxet, and Broadcom. insights from Buffett's investments in TSM and
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Discover
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