Investing Round Table (May 2022)

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 nearly eleven 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 5.9 percentage points. The annualized rate of return is 16.7%.

In this May 2022 Investing Round Table webinar themed "Top Gun Maverick edition," four investment experts—Mark Robertson, Ken Kavula, Cy Lynch, and Matt Spielman—shared their best stock selection ideas and portfolio performance results. The tracking portfolio achieved a 16.3% absolute rate of return with a 6.1% relative return compared to the Wilshire 5000, demonstrating strong outperformance during a challenging market period. The speakers discussed their portfolio's composition, highlighting the success of quality companies like Microsoft, Cognizant, Booking, and EPAM, while also addressing their challenge process for identifying underperforming positions.