Browsing: Invest

Bastion Fiduciary has launched its new podcast, Rebellious Allocations. The program will explore the enduring relevance of value investing and disciplined capital allocation at a time when speculative and momentum strategies seem more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market noise.“The launch of Rebellious Allocations underscores our belief that disciplined, fundamentals-based investing is not only timeless, but essential,”…

ISLAMORADA, Florida – September 2, 2025 – Bastion Fiduciary, a Registered Investment Advisor (RIA) specializing in fundamental long-term value investing strategies, is celebrating the 12th anniversary of two actively managed international model portfolios: Bastion Value International and Bastion International Equity Income.Why International Equities?International equities offer value investors:Diversification, as countries have different economic and political cyclesAccess to globally recognized companies headquartered outside of the USIncome, as some international indices have higher dividend yields than comparable US indicesModel Portfolio Offerings:The Bastion Value International Portfolio seeks capital appreciation by investing in stocks that exhibit attractive forward valuations compared to their history or industry,…

ISLAMORADA, Florida – June 23, 2025 — Bastion Fiduciary, a Registered Investment Advisor (RIA) specializing in fundamental long-term value investing strategies, officially announced the launch of its newest investment strategy: the Bastion Industrial and Infrastructure Portfolio.The portfolio, managed by John Rotonti, is designed for investors seeking long-term capital appreciation in a concentrated selection of high-quality industrial and infrastructure businesses.The new strategy adheres to Bastion’s core philosophy of fundamental value investing, focusing on companies that demonstrate high returns on invested capital, consistent and growing free cash flows, sustainable competitive advantages, and what he believes is a long runway of EPS growth.…

(Re-published with permission)Value investors often seek out the proverbial best house in a bad neighborhood when investing in cyclical companies. That explains why Bastion Fiduciary’s Cale Smith is high on the investment prospects today for Diamondback Energy. “Fifteen years ago you almost needed a degree in geology to invest in E&P companies,” says Smith. “In the last couple of years it’s become all about free cash flow and free-cash-flow yields. That’s right in the sweet spot of value investors.” Read the full article Disclaimer: This content is for informational purposes only and should not be relied upon as a basis for investment…

The Bastion Industrial and Infrastructure Portfolio is a domestic, long-term focused, low-turnover, roughly 30 stock portfolio that invests in high-quality industrial, infrastructure, and housing-related businesses at attractive valuations. Importantly, the businesses should be run by leaders that think and act like owners, and that are economically aligned with outside shareholders.The vast majority of holdings will have already achieved scale, have healthy balance sheets (sometimes with net cash), have high and/or rising returns on invested capital (ROIC), stable or growing free cash flows (FCF), and high terminal values with long runways of per-share earnings growth. The rate of growth is less…

Adapted from an email sent to Investors back in June of 2022For all investors, market volatility can create challenging times that are financially and emotionally stressful. Still, it’s important to remember that staying patient and disciplined in times of market volatility is one of the core principles of long-term investing. Markets fluctuate on a regular basis in response to a variety of market, economic and geopolitical factors. Being able to distinguish between important changes in long-term trends and short-term reactions in the market can help investors be positioned for future opportunities. In The Intelligent Investor, Benjamin Graham, the father of value investing…

(Re-published with permission)In a market where high-flying technology companies tend to get the lion’s share of attention, a seemingly stodgy, cyclical company like Installed Business Products can fall through the cracks. Such an oversight might present opportunity. Read the full article: [Value Investor Insight] Built to Last FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. The information provided here is for educational and information purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

(Re-published with permission)It’s a daunting, albeit enjoyable, task to try to capture the key elements of Warren Buffett’s investing strategy. We’ve made an attempt at that here, augmented by investment-case discussions with five PMs about their holdings in Berkshire owned stocks Occidental Petroleum, VeriSign, Sirius XM, Chubb and Ally Financial.By John Heins and John RotontiRead the full article: [Value Investor Insight] The GOAT: Key Elements of Warren Buffet’s Investing Strategy.pdf  FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. The information provided here is for educational and information purposes only. You should not construe any such information or other material as legal, tax,…

There are three primary ways that people get paid in the financial services industry. Commission. An adviser receives compensation in the form of commissions for selling insurance contracts or recommending certain mutual funds or other investment vehicles to their clients. Fee-based. Some of the adviser’s compensation comes directly from clients, and some comes from commissions on financial products sold to their clients. Fee-only. These advisers have a fiduciary responsibility – a legal and moral obligation – to only choose investments that are in their client’s best interest. Fee-only firms accept payment only from their clients and are prohibited from receiving…

Here are the top five reasons our clients rely on us to help invest their money in the energy sector:We educate our investors about what we own, and why. The energy sector can be complicated, noisy and volatile.  We take pride in helping you understand it – on our podcasts and our email list here.We are solely concerned with getting a good price on the shares of a few great businesses.We take a fundamental value approach to stock picking in the energy sector. We believe strongly that to deserve investors’ trust, we should be politically neutral – which in the world…