On this episode of Chit Chat Stocks, guestJohn Rotonti dives deep into his investment research approach, the types of companies he’s looking to own, and how he plans to allocate capital after launching his upcoming portfolio.John is a portfolio manager at Bastion Fiduciary and is slated to launch the Industrial & Infrastructure portfolio later this month.
(5:20) What fund is John launching?
(21:20) The types of companies John is looking for in his portfolio
(25:15) Should you care about broad market sentiment when launching a fund?
(32:25) How much cash will John launch with?
(44:00) What kind of companies is John looking for?
(56:35) The characteristics of “High Terminal Value” companies
(1:12:08) John’s obsession with investing. Where does his passion come from?
John Rotonti Twitter:https://x.com/JRogrow
Bastion Fiduciary:https://lastbastion.com/
Fund Managers that have outperformed the S&P 1500:https://www.spglobal.com/spdji/en/research-insights/spiva/
*****************************************************
JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account at Public.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Chit Chat Stocks