Clay sits down with Joseph Shaposhnik to discuss his high-quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%.

Joseph is the Portfolio Manager of TCW New America Premier Equities, Global Premier Sustainable Equities, and Global Space Technology Equities portfolios. According to Nasdaq eVestment, the TCW New America fund has outperformed 99% of its peers.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:51 - Certainty & Predictability
00:03:37 - Meta & Roper Technologies
00:10:49 - Recurring Revenue
00:15:46 - Portfolio Allocation
00:18:53 - Incentives
00:25:56 - Capital Allocation
00:34:04 - Phenomenal Management Teams
00:44:40 - Developing His Investment Approach
00:54:02 - Free Cash Flow Per Share
00:58:35 - Update on Constellation Software & Broadcom

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📖  BOOKS MENTIONED:
- What I Learned About Investing from Darwin by Pulak Prasad: https://amzn.to/43QMX9z
- Big Money Thinks Small by Joel Tillinghast: https://amzn.to/3xrQtLJ

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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.

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