Investing Round Table (July 2024)

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 14 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 5.0 percentage points. The annualized rate of return is 17.2%.

The Mid Michigan chapter of Better Investing hosted its 14th anniversary Investing Roundtable, featuring Ken Kabula, Mark Robertson, and Cy Lynch discussing their investment club's remarkable performance over more than a decade. The team highlighted their consistent ability to outperform the market benchmark, achieving a 17% return compared to the Wilshire 5000's 12%, with notable success in long-term holdings of stocks like Microsoft, Nvidia, and Costco. The roundtable emphasized the importance of patience, discipline, and maintaining investments in companies demonstrating consistent double-digit growth.