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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Rockwood Strategic | 0.9% | 22.5% | AGFX.L, CAPD.L, CAU.L, CPI.L, FLO.L, FSJ.L, FTC.L, FUND.L, GFRD.L, NWBD.L, PRES.L, RMG.L, RST.L, SAA.L, STV.L, TON.L, TRI.L, VANL.L | Engagement, Recovery, small caps, turnaround, United Kingdom, value | Fund targets severely discounted UK small cap valuations with significant margin of safety. Portfolio companies trading at depressed multiples with material recovery potential through operational improvements and management changes. | View | |
| 2024 Q1 | Mar 31, 2024 | Rockwood Strategic | - | - | AGFX.L, CAPD.L, CAU.L, FCH.L, FLO.L, FTC.L, JFS.L, PRES.L, RM.L, RST.L, SAA.L, STVG.L, TON.L, TRI.L | Buybacks, Media, small caps, turnaround, United Kingdom, value | The strategy identifies undervalued investment opportunities where potential exists to improve returns through operational, strategic or management changes. The manager believes UK small companies market provides significant investment opportunity due to inefficient pricing of poorly researched companies trading at historically low valuations. | View | |
| 2025 Q3 | Oct 20, 2025 | Rockwood Strategic | -1.9% | 7.4% | CAPD.L, CAU.L, CHSC.L, CPI.L, FCH.L, FLO.L, FSJ.L, FTC.L, KOO.L, MERC.L, PEN.L, RM.L, RST.L, SAA.L, STVG.L, TON.L, TRB.L, TRI.L, VEL.L, VQS.L | Engagement, Recovery, small caps, turnaround, United Kingdom, value | Fund employs a value investor mindset focused on free cash flow and targeting companies trading below underlying value. Strategy involves identifying businesses with significant mean reversion potential and margin of safety opportunities. Portfolio positioned to benefit from UK small cap value outperformance versus growth. | FSJ FLO VANQ FSJ FLO VANQ |
View |
| 2025 Q4 | Jan 12, 2026 | Rockwood Strategic | 3.5% | 11.0% | 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 | Fund employs a value investor mindset focused on free cash flow and margin of safety. Targets businesses trading below underlying value with mean reversion potential. Seeks companies with identifiable assets and proven business models at depressed valuations. Specialist focus on UK small company investments with market caps under £250m. Portfolio concentrated in companies with significant universe providing differentiated opportunities. Less competition in this space creates information advantages. Exclusively focused on UK listed companies benefiting from depressed valuations and domestic investor exodus. Sees scope for optimism with pension fund allocation improvements, falling interest rates, and multiple initiatives to improve UK market conditions. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||