Global Small Caps for Intergenerational Wealth - Vestigo on Macro, Risk & Discovery Investing
- E68
- 32:10
- April 17th 2026
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
Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies
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