Investing Round Table (August 2024)

We have One Job. Actionable ideas. Our cadre of stock selection knights will share some of their best current ideas while maintaining a tracking portfolio of monthly selections that now spans nearly 14 years. The Knights are Ken Kavula, Cy Lynch, Hugh McManus and Mark Robertson. The Round Table tracking portfolio has beaten the Wilshire 5000 since inception (July 2010) by 5.0 percentage points. The annualized rate of return is 17.0%.

The August 2024 Investing Roundtable hosted by the Mid Michigan Chapter of Better Investing featured a detailed review of the group's 14-year investment history and portfolio performance. Ken Kavula and Mark Robertson led the discussion, highlighting their investment methodology of consistently beating the market with an impressive 17.4% return compared to the Wiltshire 5000's 12% over their investment period. The session included a critical review of their current portfolio, with a specific focus on evaluating and potentially removing underperforming stocks like Forward Air.