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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Rockwood Strategic | - | 9.5% | FLO LN, FSJ LN | Capital Allocation, Discipline, mispricing, Patience, volatility | The letter stresses disciplined capital allocation in a market characterized by sharp style rotations and sentiment-driven volatility. Management emphasizes sticking to process, avoiding macro prediction, and exploiting mispricings created by short-term fear or exuberance. The outlook favors patient deployment of capital into undervalued situations as volatility creates repeated entry points. | FSJ LN FLO LN |
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| 2023 Q1 | Mar 31, 2023 | Rockwood Strategic | - | - | BUMP LN, CAU LN, FLO LN, GFRD LN, RM/ LN, SAA LN, TRI LN | - | View | ||
| 2025 Q3 | Oct 20, 2025 | Rockwood Strategic | -1.9% | 7.4% | FLO LN, FSJ LN, VANQ | Recovery, small caps, turnaround, UK Equities, Value Investing | Rockwood pursues activist-style investments in undervalued UK small caps, combining deep due diligence with engagement to unlock hidden value. The strategy targets turnarounds and balance sheet repair in companies like Vanquis Banking, RM Plc, and Flowtech Fluidpower. Managers see a depressed UK market as ripe for revaluation as inflation moderates and institutional flows return. | FSJ FLO VANQ FSJ FLO VANQ |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Richard Staveley | Flowtech Fluidpower plc | Industrials | Industrial Distribution | Bull | New York Stock Exchange | Acquisitions, Distribution, Fluidpower, Hydraulics, Industrials, Smallcap, turnaround, UK | View Pitch |
| 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. | ||||||||