Disclaimer
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.
Video
In this episode of Talking Trusts, we speak to Richard Staveley, fund manager of Rockwood Strategic (RKW), about the opportunity for investors in the UK small-cap sector. You can skip to individual questions using the timestamps below:
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?
We are delighted to welcome Richard to the stage for our webinar on 4 March at 12pm. Viewers can submit questions in advance of the event by emailing [email protected] or during the event itself.
