Investing Round Table (June 2025)

Hear Ye, Hear Ye. You're invited to join us for a FREE and free wheeling discussion of stock discovery and analysis using the time-honored principles of the modern investment club movement. This session will bring our 15th year of monthly Round Tables to a close as we get ready for the 16th. Ken Kavula and Mark Robertson will be joined by friends from our long-term investing community for the session. The annualized rate of return for the tracking portfolio is 15.9%. Join as the Crusade continues.

The June 2025 Manifest Investing Roundtable featured Ken Kabula, Mark Robertson, Ann Manning, Matt, and Cy Lynch discussing the performance and strategy of their investment approach. The group highlighted their impressive track record of beating the Wiltshire 5000 index by 2.5 percentage points, consistently performing in the top 10% of mutual funds and ETFs. They emphasized their goal of achieving a 55% success rate in stock selection, drawing parallels to insights from investors like Peter Lynch and sports performance metrics.