On this episode of Chit Chat Stocks, guest John 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/ 

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.