Best Small Companies (2025)

Selection Show. Mark Robertson and Ken Kavula present our Best Small Companies for 2025, celebrating a return to the excellent performance realized over the last 14-15 years. Our theme for 2024 was "Roll Back" and "Launch" -- essentially a return to "what worked" during the prior decade. And ... we basically stuck the landing -- adding the right stuff, the right kind of performance that we hope for as we identify actionable ideas for smaller companies in this promising field of opportunity.

In this year's Best Small Companies webinar, Manifest Investing founders Mark Robertson and Ken Kavula provide an engaging review of their small company investment strategy, highlighting their impressive long-term performance track record. The presentation focuses on identifying promising small and potentially speculative companies while emphasizing disciplined, long-term investment principles rooted in the investment club methodology. Robertson and Kavula discuss their portfolio's historical performance, noting they have outperformed broader market indices in 14 of the last 19 years, with a notable recent return to strong performance after challenges in 2022-2023.