• Brett Schafer

Deep Dive: John Rotonti Discusses KKR Stock



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Show Notes


This week we had John Rotonti on from the Motley Fool. John is a flexible investor that owns high growth names as well as deeper value players. Here are the questions we asked John about KKR and investing:


  1. How’d you come across KKR?

  2. What does KKR do? Can you explain the business model?

  3. How are you valuing KKR?

  4. Is there a segment of KKR that you like the most?

  5. Overall thoughts on management. How important are they to the KKR Investment thesis?

  6. What’s the biggest risk to KKR as an investment?

  7. Balance sheet strategy

  8. Do you categorize yourself as a growth or value investor?

  9. How important is an investment thesis?

  10. How do you think about portfolio management and risk management?

  11. Do you have an investing edge? If so, what is it?

  12. Do the numbers always tell the story?

  13. What do you think investors should keep in mind moving into 2022?


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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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