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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 | |
| 2025 Q1 | May 1, 2025 | Rockwood Strategic | -3.8% | -3.8% | CAU.L, CPI.L, ELLE.L, FCH.L, FLO.L, FSJ.L, FTC.L, GFRD.L, KOO.L, MERC.L, NWF.L, RKW.L, RMG.L, RST.L, SAA.L, STV.L, TON.L, TRI.L, VQS.L | concentrated, Engagement, Recovery, small caps, turnaround, United Kingdom, value | Fund employs a value investor mindset focused on free cash flow and targeting companies trading at significant discounts to intrinsic value. Portfolio companies are selected based on depressed valuations with mean reversion potential and margin of safety principles. | View | |
| 2025 Q1 | Mar 17, 2025 | Schroders Value Perspective UK | - | - | AAL.L, CURY.L, DLG.L, JMAT.L, LNGS.L, RMG.L, RWI.L, VOD.L | Buybacks, income, M&A, United Kingdom, value, volatility | UK Value investing is extremely attractive from both recovery and income perspectives. The UK market trades at multi-decade discounts to global markets and historical valuations, creating compelling opportunities for value investors. History suggests coming years will reward investors handsomely for putting capital to work in this unloved investment style. | View | |
| 2024 Q4 | Jan 30, 2025 | Rockwood Strategic | 2.3% | 25.7% | CAU.L, CPI.L, FCH.L, FLO.L, FSJ.L, FTC.L, GFRD.L, KOO.L, MERC.L, NWBD.L, PRES.L, RKW.L, RMG.L, RST.L, SAA.L, STV.L, TON.L, TRI.L, VANL.L, VQS.L | Concentration, Recovery, small caps, turnaround, United Kingdom, value | Fund targets severely discounted UK small cap valuations with simple average EV/EBITDA of 5.9x and EV/Sales 0.9x. Manager emphasizes buying quality businesses at depressed prices with margin of safety approach. Starting valuations matter significantly for long-term returns. | 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. | ||||||||