🗣️ Investor Talk #34: John Rotonti Jr

Portfolio Manager - Islamorada Investment Management

Welcome to Investor Talk — where we interview successful investors to uncover their journeys, strategies, and the lessons they've learned. Get inspired by real stories and gain valuable insights to sharpen your own investment approach.

Every interview follows the same set of sharp, insightful questions — such as “What is your investment strategy?”, “What are your highest conviction stocks?”, and “What’s the biggest investment mistake you’ve made?”

In this edition, we have the pleasure of interviewing:

Name: John Rotonti Jr @JRogrow
Age: 43
Residence/Country: United States
Invests since: I started to learn about investing in 2000. I started investing real money in 2003.

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
When I was a freshman in college I learned that my parents got into financial distress. I didn’t know what a stock was at the time, but I wanted to help so I went to the library and started to read everything I could find on investing. And I haven’t stopped learning about businesses, industries, and investing ever since.

For nearly 9 years (through March 2023) I was a Senior Analyst and the Head of Investor Training and Development at The Motley Fool @themotleyfool. I am now a portfolio manager at Islamorada Investment Management.

𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆?
My plan is to launch a concentrated, low trading, low-turnover, very long-term oriented equity portfolio early in the new year, hopefully in January. The plan is for the portfolio to be domestic only, but to have the flexibility to invest across industries/sectors and market caps.