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Trust Issues: investing in UK small-caps with RKW manager Richard Staveley
In this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the opportunity for investors in the UK small-cap sector, including the shining stars in the portfolio, key drivers of performance in 2024 and the most interesting themes in the year ahead.
00:00 Introduction
00:20 Elevator pitch for Rockwood
02:54 Drivers of performance in 2024
06:21 Engagement campaign at Funding Circle
11:55 Investment case for top holdings
19:34 Investment pipeline in shrinking market
22:38 Impact of the Autumn budget
24:38 Key themes for 2025
27:18 Risk warning
Please note that this podcast was recorded on 30 January 2025.
Our latest note on RKW - https://www.trustintelligence.co.uk/investor/articles?fund_id=1610
RKW website - https://www.rockwoodstrategic.co.uk/
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the opportunity for investors in the UK small-cap sector, including the shining stars in the portfolio, key drivers of performance in 2024 and the most interesting themes in the year ahead.
00:00 Introduction
00:20 Elevator pitch for Rockwood
02:54 Drivers of performance in 2024
06:21 Engagement campaign at Funding Circle
11:55 Investment case for top holdings
19:34 Investment pipeline in shrinking market
22:38 Impact of the Autumn budget
24:38 Key themes for 2025
27:18 Risk warning
Please note that this podcast was recorded on 30 January 2025.
Our latest note on RKW - https://www.trustintelligence.co.uk/investor/articles?fund_id=1610
RKW website - https://www.rockwoodstrategic.co.uk/