In this episode of Talking Trusts, we speak to Richard Staveley, fund manager of the Rockwood Strategic investment trust, about the opportunity for investors in the UK small-cap sector. 00:00 Introduction and risk warnings 00:28 An overview of the trust's objectives and portfolio 02:32 How does Rockwood differentiate itself from its peers? 04:50 What is your investment approach in terms of assessing value and key attributes? 08:07 Do you have an exit plan when you are looking at buying a company? 10:24 Which parts of the market do you find most interesting at the moment? 12:04 Which portfolio companies have been the target of recent M&A activity? 17:45 What are your views on the outlook for UK small-caps? Visit the RKW website - https://www.rockwoodstrategic.co.uk/ Read our latest research on RKW - https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-rockwood-strategic-retail-sep-2023
Disclosure – Non-Independent Marketing Communication This is a non-independent marketing communication commissioned by Rockwood Strategic. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
