#USA #Islamorada #Industrial Portfolio #Bastion Fiduciary #John Rotonti

Bastion Fiduciary Launches New Investment Portfolio

On June 23, 2025, Bastion Fiduciary, a registered investment advisor recognized for its dedication to fundamental long-term value investing strategies, announced an exciting new addition to its investment lineup: the Bastion Industrial and Infrastructure Portfolio.

This latest investment strategy aims to cater to investors who prioritize long-term capital growth through a concentrated selection of high-quality industrial and infrastructure-related businesses. Under the management of John Rotonti, this portfolio is set to embody the firm's core investment philosophy which focuses on fundamental value.

The Philosophy Behind the Portfolio

Cale Smith, CEO of Bastion Fiduciary, emphasized the significance of industrial and infrastructure sectors, stating, "In a world of rapid technological change, the tangible assets and essential services provided by industrial and infrastructure companies form the bedrock of the global economy." He voiced his enthusiasm for launching this dedicated portfolio, highlighting its potential for leveraging the firm’s deep expertise in fundamental analysis.

John Rotonti, who leads the investment strategy, elaborated on the selection criteria for the portfolio. It seeks to identify companies with high returns on invested capital, sustainable competitive advantages, and a growing earnings per share (EPS) trajectory. Furthermore, the investment process champions the selection of businesses helmed by reputable, capable management teams, all while emphasizing value and attractive pricing.

Capitalizing on Secular Trends

The portfolio aims to exploit long-term macroeconomic trends including supply chain optimization, the resurgence of domestic homebuilding, upgrades to digital infrastructure, and enhancements to the electrical grid and power generation capabilities. As part of its diverse offerings, the portfolio contains investments in a payment processing company, a retailer, various transportation and logistics entities, and technology firms, alongside traditional industrial and infrastructure companies.

Commitment to Quality

Rotonti expressed his vision for the portfolio, underscoring a commitment to quality investments over the long term. He stated, "Our vision for this strategy is one of uncompromising quality. We seek to invest in best-in-class businesses with exceptional management teams," adding that a disciplined, value-oriented approach is crucial in these sectors. The intent is to acquire shares in the highest quality companies available, at reasonable valuations, and to hold these investments for the long haul.

The Bastion Industrial and Infrastructure Portfolio is readily accessible for both new investors and existing clients at their website, www.lastbastion.com.

Background on John Rotonti

John Rotonti, who manages the portfolio, provides insights into his market analysis through weekly newsletters and community discussions. His extensive background includes founding the JRo Show podcast and nearly a decade at The Motley Fool where he contributed as a senior analyst and portfolio lead. Holding an MBA from the Tulane Freeman School of Business, John is also an accomplished author, having penned a book focused on stock investing.

About Bastion Fiduciary

Bastion Fiduciary is a fee-only, SEC-registered investment advisor emphasizing a philosophy based on three core values: Culture, Community, and Character. Founded by experienced military officers, the firm values disciplined processes, transparent client communication, and a focus on long-term client success. With its motto "FORTIFY YOUR FUTURE," Bastion Fiduciary champions informed decision-making in financial investments.

Investment advisory services are available through Bastion Fiduciary, and while SEC registration is a requisite, it does not imply endorsement by the Commission or any level of skill.

For further information on Bastion Fiduciary's offerings, including fees and services, inquiries can be directed to their website or via direct contact.