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Trust Issues: investing in UK small-caps with RKW manager Richard Staveley
Description
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/