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United Kingdom
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 12, 2026 |
Rockwood Strategic Richard Staveley
|
View | Value, Small Caps, United Kingdom | ADF.L, CAPD.L, CAU.L, CPI.L, CSC.L, EYE.L, FCH.L, FLO.L, FSJ.L, FTC.L, KOO.L, MERC.L, PEN.L, RKW.L, RST.L, SAA.L, STV.L, TET.L, TON.L, TRB.L, TRI.L, TUNE.L, VANQ.L, VLE.L | Engagement, Recovery, small caps, turnaround, United Kingdom, value |
| 2025 Q4 | Jan 16, 2026 |
Janus Henderson UK Smaller Companies Fund Indriatti van Hien
|
View | Defense, Construction, United Kingdom | BBY.L, BWY.L, CHG.L, CVSG.L, DOM.L, MTO.L, OSB.L, QQ.L | Construction, defense, Government Policy, small caps, Uk, Valuations |
| 2025 Q4 | Jan 21, 2026 |
Oldfield Partners LLP Richard Oldfield
|
View | Value, United Kingdom | - | diversification, Forecasting, risk management, United Kingdom, value |