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Round Table (July 2024)



We have One Job. Actionable ideas. We will share some of their best current ideas, a portfolio of monthly selections that now spans 14 years. The Knights are Ken Kavula, Cy Lynch, Hugh McManus and Mark Robertson. The Round Table has beaten the Wilshire 5000 since inception by 5.0 percentage points. The annualized rate of return is 17.0%. Stocks covered: $GNTX, $NVO, $SLB