Trust Issues: investing in UK small-caps with RKW manager Richard Staveley — Kepler Trust Intelligence Podcast

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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/