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
