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.
In this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic (RKW), about the opportunity for investors in UK small-caps, including some of the key drivers behind Rockwood’s strong track record of outperformance.
0:00 Risk warning
0:48 Introduction
01:05 Recent performance of the trust
03:46 Notable developments in portfolio companies
07:55 Recent additions to the portfolio
12:42 Thoughts on current UK small-cap valuations
14:17 Geographic exposure of current portfolio
16:04 Interest rate sensitivity of portfolio
18:38 Thoughts on falling number of listed UK small-caps
20:24 Possible initiatives to stimulate investor interest in UK small-caps