Manifest Investing

Investing Round Table (July 2025)

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 15 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 2.5 percentage points. The annualized rate of return is 16.3% We will be joined by Matt Spielman for the July session.

Quality Legend:
Blue	Excellent with quality greater than 80.
Green	Good with quality between 60 and 80.
Neutral	Average or below average with quality between 20 and 60.
Red	Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green	PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow	PAR is above the target range of MIPAR +10%, currently 10.1%
PAR	Projected Annual Return
MIPAR	The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
*	Not covered by Value Line Standard Edition.
b	Uses price-to-book value for valuation purposes.
P/CF	Uses price-to-cash flow for valuation.