Global Small Caps for Intergenerational Wealth - Vestigo on Macro, Risk & Discovery Investing

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