John Rotonti

In this engaging conversation, John Rotonti, a seasoned portfolio manager at Bastion Fiduciary, shares his expertise on creating an effective investment checklist. He discusses the importance of discipline in investing and the core questions one should ask during research. John also dives into the interplay of generational investment themes, like AI's role in today's market, and real-world examples of when to override the checklist. His insights on valuation, portfolio management, and triggers for selling provide invaluable advice for investors.