Investing Round Table (July 2025)

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 15 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 2.5 percentage points. The annualized rate of return is 15.9% We will be joined by Matt Spielman for the July session.

The July 2025 Investing Roundtable webinar featured Ken Kavula, Cy Lynch, Matt Spielman, and Mark Robertson discussing the performance of their investment club portfolio. The team reviewed their 15-year track record, noting they continue to slightly outperform the Wilshire 5000 index with a 15.9% return, though recent market dynamics have challenged their relative performance. They highlighted the significant impact of mega-cap tech stocks on market returns and the growing disparity between cap-weighted and equal-weighted indices.