Rockwood Strategic (RKW) - Sep 2026 | Kepler Trust Intelligence

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RKW continues to capitalise on the numerous undervalued UK micro-caps.

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Ryan Lightfoot-Aminoff

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Updated: 30 September 2026

Richard Staveley discusses the UK small-cap outlook, portfolio changes and where he's finding the most compelling recovery opportunities.

29 Jul

Monthly roundup

Monthly roundup: RKW’s new stocks, UKW results and the manager merry go round

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world.

Kepler Trust Intelligence

Four weddings and a funeral

William Heathcoat Amory

Will the investment trust marriage-fest continue?

William Heathcoat Amory

Rockwood Strategic: why UK smaller companies deserve a closer look

Kepler Trust Intelligence

Richard Staveley discusses the UK small-cap outlook, portfolio changes and where he's finding the most compelling recovery opportunities.

Kepler Trust Intelligence

Monthly roundup

Monthly roundup: UKW back to basics, strange UK small-cap yields and IPO winners

Kepler Trust Intelligence

Ryan, David and Josef discuss the latest news and results in the investment trust world.

Kepler Trust Intelligence

July 2026

Rockwood Strategic: finding the best opportunities in UK smaller companies

Richard Staveley explains why UK smaller companies offer long-term opportunities and how Rockwood Strategic identifies recovery stories.

June 2026

Results analysis: Rockwood Strategic

RKW is one of the strongest performing UK investment trusts over both three and five years.

April 2026

Finding value in the volatility

We ask where volatility during the Middle East crisis has created opportunities in discounts.

March 2026

A galaxy of stars

William Heathcoat Amory

Despite its recent travails, the breadth and diversity of the investment trust universe is staggering.

William Heathcoat Amory

Ideas for your ISA in 2026: continuing sessions

Kepler Trust Intelligence

We round up more presentations from our ISA season event.

Kepler Trust Intelligence

February 2026

When one door closes

Rumours of an existential crisis for the investment trust sector are greatly exaggerated.

Monthly roundup

Monthly roundup: UKW changes dividend, our portfolios head-to-head and Saba snookered?

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world.

Kepler Trust Intelligence

Trust Issues: Investing in UK small caps with RKW’s Richard Staveley

We speak to Richard Staveley, manager of RKW, about the most compelling opportunities in the UK small cap sector.

December 2025

Place your bets!

Kepler Trust Intelligence

We look at the team’s (surprisingly good) choices for their fantasy portfolios in 2025, and their ‘top picks’ for the year ahead.

Kepler Trust Intelligence

The Budget’s overlooked bright spots

Ryan Lightfoot-Aminoff

Most attention was focused on tax, but could new market friendly policies spark a recovery?

Ryan Lightfoot-Aminoff

Rockwood Strategic (RKW)

Ryan Lightfoot-Aminoff

RKW has continued to deliver double-digit returns.

Ryan Lightfoot-Aminoff

November 2025

Following the flow, where global capital is looking next

Recent flows point to a potentially subtle shift, with investors reassessing the regions offering a balance of value and reform-driven growth outside the US.

Pre-budget blues bring opportunity

Ryan Lightfoot-Aminoff

UK valuations are arguably pricing in a worse-case budget scenario, which could lead to a relief rally.

Ryan Lightfoot-Aminoff

Results analysis: Rockwood Strategic

Ryan Lightfoot-Aminoff

Another double-digit return for RKW demonstrates the value on offer in the UK for active managers.

Ryan Lightfoot-Aminoff

August 2025

Monthly roundup

Monthly roundup: meme coins infiltrate investment trusts, PE buys PE and boardroom battery battles

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world.

Kepler Trust Intelligence

July 2025

Valuation is in the eye of the beholder

Premiums are returning. Discounts are closing. Are trusts telling a new story?

We feel the need. The need for (the best) returns.

The Kepler team pauses for a mid-year reality check on their 2025 picks.

Talking Trusts: Interview with Richard Staveley, manager of Rockwood Strategic

Richard Staveley discusses the most exciting opportunities in the UK small-cap sector.

Monthly roundup

Monthly roundup: manager changes and consolidation, Rockwood & Cordiant results, the gold run and opportunities in Asia

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world.

Kepler Trust Intelligence

June 2025

Strategic success

Ryan Lightfoot-Aminoff

RKW’s stock selection approach has driven excellent results, and a well-earned promotion….

Ryan Lightfoot-Aminoff

Monthly roundup

Monthly roundup: Saba pros & cons, Scottish Mortgage results and creating the dividend heroes

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world...

Kepler Trust Intelligence

Results analysis: Rockwood Strategic

Ryan Lightfoot-Aminoff

RKW’s performance-driven promotion to the FTSE All-Share Index could open up a wider investor base…

Ryan Lightfoot-Aminoff

May 2025

Cui bono

Investment trusts make great store of tender offers, buybacks and other clever gadgets, but do investors really care?

Rockwood Strategic (RKW)

Ryan Lightfoot-Aminoff

RKW’s strong performance continues, with the manager also exercising good portfolio discipline…

Ryan Lightfoot-Aminoff

April 2025

UK equities offer many opportunities to access the defence theme

Jean-Baptiste Andrieux

Defence could remain a compelling investment theme in the years ahead, with the UK offering a wealth of opportunities...

Jean-Baptiste Andrieux

Monthly roundup

Monthly roundup: activist and M&A updates, results from Asia & US plus our income special report

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world...

Kepler Trust Intelligence

March 2025

The Scottish Play

Jean-Baptiste Andrieux

We research diversified combinations of large-cap and small-cap strategies…

Jean-Baptiste Andrieux

Monthly roundup

Monthly roundup: update on Saba, results from UKW and THRG and highlights from our recent podcasts and ISA event

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world...

Kepler Trust Intelligence

ISA event: the grand finale

Kepler Trust Intelligence

Catch up on the latest sessions from our ISA event, with Schroder Real Estate, Global Smaller Companies and Rockwood Strategic...

Kepler Trust Intelligence

February 2025

Trust issues: investing in UK small-caps with RKW manager Richard Staveley

We speak to Richard Staveley, manager of RKW, about the shining stars in the UK small-cap sector...

Rockwood Strategic

Richard Staveley

Richard Staveley

Watch Recording

Recorded 20 Mar 2025

Recorded 20 Mar 2025

January 2025

New minister, new hope?

Ryan Lightfoot-Aminoff

The new City minister could bring hope to the ailing UK small cap market…

Ryan Lightfoot-Aminoff

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