Richard Staveley leads Rockwood Strategic as an independent investment trust quoted on the London Stock Exchange, focusing exclusively on smaller UK public companies. The strategy identifies undervalued shares with improvement potential, benefiting from operational, strategic, or management changes. With over 25 years of small company investment experience, Staveley employs active engagement and maintains a concentrated, high-conviction portfolio to unlock value. The fund has demonstrated exceptional performance, delivering 221% total shareholder returns over five years while significantly outperforming benchmark indices. Recent recognition includes multiple Investment Company of the Year awards, validating the fund's successful approach to UK small-cap value investing.

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Rockwood Strategic employs a concentrated, value-oriented investment approach targeting undervalued UK small-cap companies with enterprise values below £250 million. The fund's philosophy centers on purchasing shares for less than their intrinsic worth, enhanced by catalysts that unlock value. Using the motto 'From acorns grow oak trees,' the strategy focuses on 5-8 core holdings over 3-5 year investment horizons, targeting 15% annualized returns through active engagement and operational improvements. The approach combines fundamental analysis with hands-on value creation, allowing up to 15% exposure in private instruments. The fund pursues companies with compelling turnaround potential where operational, strategic, or management changes can drive substantial value creation.

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