Round Table (May 2026)

Diverse Voices. Shared Vision. Proven Results: 16.6% Returns Since 2010.
Join us for an open, engaging conversation about discovering and analyzing investment opportunities right in your own backyard. Whether you're a first-time investor or simply curious about how our community discovers and analyzes investments, this Round Table is your chance to ponder questions, share ideas, and learn alongside others who care about sharing ideas and jointly striving for successful investing.
Minimal jargon. No gatekeeping. Just real talk about real opportunities — and a track record that speaks for itself.

In this May 2026 Manifest Investing Roundtable, Ken Kavula, Mark Robertson, and Cy Lynch discussed the performance of their investment portfolio and conducted an in-depth analysis of UFP Technologies (USPT). The speakers highlighted that their roundtable portfolio has achieved a 16.4% annualized return over 15+ years, significantly outperforming the broader market. They emphasized the importance of tracking against equally-weighted indices like RSP rather than cap-weighted indices to better reflect small and mid-cap stock selection strategies. The discussion included insights on market concentration risks from the "Mag 7" mega-cap stocks and how small-cap stocks have recently begun to recover. Ken Kavula presented a detailed fundamental analysis of UFP Technologies, a vertically integrated medical device supplier headquartered in Massachusetts, highlighting its exclusive contract with Intuitive Surgical for surgical drapes and its focus on high-growth market segments (10%+ annually) within the medical technology sector.