Launching a Quality Portfolio From Scratch With John Rotonti
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…
The skinny
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