On the inaugural episode of AUM, we are joined by John Rotonti, the Portfolio Manager of the Industrial and Infrastructure strategy at Islamorada Investment Management.
John shares his experience from his early days at The Motley Fool and how personal circumstances led him into the world of finance. He discusses his investment process, role models, and the importance of thorough research and quality management in stock selection.
John also talks about the sectors he's focused on, key investment lessons, and the types of businesses he avoids. He highlights two of his high-quality holdings, Amphenol and Trane Technologies, discussing their valuation and growth potential.
00:00 Introduction and Guest Welcome
01:45 John Rotonti's Investment Journey
03:26 Influential Investing Role Models
10:37 Launching the Industrial and Infrastructure Portfolio
12:34 Research and Investment Process
18:14 Idea Generation and Screening
22:31 Long-Term Investment Trends
30:54 The BlackBerry Investment Lesson
32:55 Surprising Upside Investments
40:43 Valuation Insights and Strategies
44:40 High-Quality Businesses at High Multiples
54:26 Advice for Aspiring Investors
57:17 Conclusion and Final Thoughts
Find more of John's work here: https://lastbastion.com/author/jro/
