John Rotonti - Building a Winning Research Process

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 Welcome01:45 John Rotonti's Investment Journey03:26 Influential Investing Role Models10:37 Launching the Industrial and Infrastructure Portfolio12:34 Research and Investment Process18:14 Idea Generation and Screening22:31 Long-Term Investment Trends30:54 The BlackBerry Investment Lesson32:55 Surprising Upside Investments40:43 Valuation Insights and Strategies44:40 High-Quality Businesses at High Multiples54:26 Advice for Aspiring Investors57:17 Conclusion and Final ThoughtsFind more of John's work here: https://lastbastion.com/author/jro/