Global Small & Mid-Caps for Intergenerational Wealth | Gino Rossi (Vestigo) on Macro, Risk & Discovery Investing

Rob Pizzichetta of Mont Wealth hosts Gino Rossi, founder and portfolio manager of Vestigo Investments and architect of the Vestigo Discovery Fund, to discuss today’s market environment and Vestigo’s global small- and mid-cap strategy designed for intergenerational wealth and sophisticated family offices.

Rossi outlines his background across buy-side, sell-side, and corporate strategy, and explains Vestigo’s “Discovery” focus on under-covered, liquid small caps. They review macro signals including CEO economic confidence, copper, cyclicals vs defensives, put/call ratios, and credit spreads, noting strong markets amid consumer pessimism and potential complacency risks.

Rossi details Vestigo’s V6 framework (industry structure, returns/cash flow, balance sheet optionality, management tenure, ownership, runway), systematic portfolio construction, and a hedging process tied to yield curve and sentiment, plus examples like Rambus and Sectra.

00:00 Welcome and Agenda

01:10 Gino Origin Story

03:42 Macro Signals and Tariffs

08:49 Complacency and Credit Risks

11:45 Why Active Management

13:04 V6 Stock Selection Framework

18:43 Portfolio System and Sizing

21:40 Performance and All Weather Design

24:01 Undiscovered Value Opportunities

26:57 Hedging Framework and Key Risks

29:30 Who Vestigo Is For

30:42 How to Learn More and Wrap Up