Investing Round Table (July 2023)

13 YEARS! Join us as we launch our 14th season. 750 purchase decisions since July 2010. Our annualized rate of return since 7/30/2010 stands at 15.2% — topping the Wilshire 5000 by 4.4 percentage points.

Our knights include Ken Kavula, Cy Lynch, Hugh McManus and Mark Robertson with frequent guest damsel Kim Butcher. Other guest knight and damsel contributors over the years have included Candace Baker, Kevin Gillogly, Herb Lemcool, Susan Maciolek, Anne Manning, Matt Spielman, and the late Nick Stratigos with production support from Charlene Hansen, Dan Horinek, Natalie Kavula and Kurt Kowitz. We’re grateful for the audience contributions, participation and attendance since inception, too.

The July session will revisit a few favorite themes and moments and will include a handful of our favorite, current, actionable study ideas.

This July 2023 Investing Roundtable, hosted by Mark Robertson of Manifest Investing and the Better Investing Mid Michigan Chapter, brought together five experienced investors to share portfolio ideas and investment strategies. The group discussed their tracking portfolio's performance over 13 years, which has achieved a 15.4% rate of return compared to the Wilshire 5000's 11.1%, representing a 4.3% outperformance of the market. The session featured Cy Lynch presenting Truist Financial (TFC), a regional bank positioned between large national banks and smaller regional institutions, highlighting its diversified business model, employee empowerment initiatives, and attractive valuation metrics. The presenters emphasized the Manifest Method's core philosophy of finding quality companies at reasonable prices while maintaining a long-term, buy-and-hold investment approach.