Round Table (December 2021)

Join us for the webcast, THE INVESTING ROUND TABLE, a monthly session of name your favorite stock right now in true roundtable fashion. The round table knights include small company champion and Mid-Michigan Director Ken Kavula; Cy (MythBuster) Lynch; pharmaceutical scientist Hugh McManus; and Manifest Investing's Mark Robertson who will analyze their favorite stocks. The team will be identifying companies positioned for strong performance and share some ideas about their potential. The tracking portfolio has a rate of return of approximately 19% since inception (July 2010).

This December 2021 Manifest Investing Round Table webinar, hosted by founder Mark Robertson alongside educators Kim Butcher, Ken Kavula, and Cy Lynch, focused on demonstrating the Manifest Method of fundamental analysis and long-term buy-and-hold investing. The speakers reviewed their 11+ year track record of beating the market by 3.8 percentage points (against a 5-point goal) and discussed their portfolio of 80 positions, highlighting successful picks like Costco, Microsoft, and Universal Display. The session emphasized the importance of portfolio discipline, humility in stock selection, and the cyclical nature of investing performance, with the speakers sharing personal investment mistakes (Intel, Shoe Barn, Amfesco) as teaching moments about risk management.

The webinar featured analysis of four stocks selected for presentation: VMware, MarineMax, Maximus, and Malibu. Ken Kavula provided detailed commentary on the portfolio's key metrics, including MIPAR (Manifest Investing's Projected Annual Return database average at 7.5%) and the "Sweet Spot" concept—stocks with returns between 12.6% and 17.6%, representing 5-10 percentage points above the market average. The speakers stressed the importance of maintaining portfolio quality in the top quintile, achieving sales growth above 11.5%, and keeping financial strength metrics in the mid-to-high 80s to sustain long-term market outperformance.