Bull Sessions (5/19/2026)

In this Bull Sessions webinar from May 19, 2026, Mark Robertson, Ken Kavula, Matt Spielman, and Kim Butcher discussed the Buttonwood portfolio and demonstrated the Manifest Method's effectiveness in beating the market. The team reviewed recent market volatility, emphasizing their core principle of investing in quality companies rather than reacting to market movements. They highlighted successful stock picks including Comfort Systems and Fix, which have delivered exceptional returns, and showcased how investment clubs using the Manifest Method continue to outperform major indices. The presentation included performance data showing that their roundtable selections have averaged 16-17% annual returns since 2010, significantly beating index returns.

The speakers presented the Manifest 40 (top 40 companies tracked by Manifest Investing) and analyzed the Buttonwood portfolio's progress, noting that while recent market conditions have challenged growth stocks, their disciplined approach of buying quality companies at reasonable prices continues to deliver results. Ken Kavula shared insights on how investor clubs, including BI Baker Investment Club and Wolves Investment Club, have benefited from following the demonstrated stock selection principles. The session underscored that patient, fundamental analysis-based investing in excellent companies purchased on sale remains the superior strategy for long-term wealth building.