Investing Round Table (September 2023)

In the spirit of Stocktoberfest, our knights of the Round Table gather to raise a glass and share some actionable stock ideas. Join us. The webcast is co-sponsored by NAIC’s Mid-Michigan Chapter, is FREE and can be shared with friends and family. “Friends Don’t Allow Friends To Become Average Investors.” The tracking portfolio since inception has delivered an annualized rate of return of 15.6% — beating the general stock market by +4.5 percentage points. The knights are Ken “Faster Growing Companies” Kavula, Cy “Volatility Is Not Risk” Lynch, Hugh “Invest Like Spock, Not Kirk” McManus and Mark “Manifest” Robertson. The sessions are archived on YouTube under the Manifest Investing channel. Please SUBSCRIBE (JOIN) — it’s also FREE — and we’ll alert you whenever new content is added.

The September 2023 Manifest Investing Roundtable featured founders and experienced investors Mark Robertson, Ken Kavula, Kevin Gillagli, and Ann Manning discussing the platform's investment methodology and portfolio performance. The session highlighted the Manifest Method's effectiveness, demonstrating a 14.9% return compared to the Wilshire 5000's 10.1%, achieving a 4.8% relative return (alpha) and placing in the top 2% of actively managed funds. The presenters emphasized that their quality-focused, long-term investment approach—targeting stocks with projected annual returns 5-10% above the Manifest Investing Median PAR (MyPAR)—has consistently outperformed the broader market over 13 years by maintaining a portfolio of 75-85% core high-quality holdings. The roundtable examined four quality companies with excellent and stable characteristics: Globus Medical, Diageo, Edwards Life Sciences, and Tractor Supply Company, while reviewing the top 20 portfolio holdings and discussing portfolio management principles including weeding and feeding strategies based on relative strength index and PAR thresholds.