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Trust Issues: Investing in UK small caps with RKW’s Richard Staveley
Episode 109
Published 8 months, 4 weeks ago
Description
In this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the investment case for UK small-caps, including recent performance, the catalysts for a rally in UK small-caps, the outlook for M&A and the most exciting opportunities across the sector.
00:00 Introduction
00:39 Performance in 2025
05:33 Catalysts for a small cap rally
09:39 Valuations and stock selection
13:33 Outlook for M&A
18:12 What makes Rockwood different
22:08 Further information
22:27 Risk warning
Our latest note on RKW - https://www.trustintelligence.co.uk/investor/articles?fund_id=1610
RKW website - https://www.rockwoodstrategic.co.uk/
Please note that this podcast was recorded on 27 January 2026.