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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% | CAU.L, CPI.L, CSC.L, FCH.L, FLO.L, FSJ.L, GFRD.L, KOO.L, MAM.L, PEN.L, RKW.L, RM.L, RST.L, SAA.L, STVG.L, TON.L, TRI.L, VLE.L, VQS.L | defense, financials, Recovery, small caps, technology, turnaround, United Kingdom, value | The fund employs a value investor mindset focused on free cash flow and margin of safety principles. They target companies trading at significant discounts to underlying value, seeking businesses with identifiable assets and mean reversion potential. The strategy emphasizes buying securities at prices sufficiently below underlying value to allow for human error and extreme volatility. | JFS.L FLO.L VQS.L FSJ LN FLO LN |
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| 2024 Q2 | Jun 30, 2024 | Rockwood Strategic | 21.6% | 21.5% | CAU.L, CPI.L, FCH.L, FLO.L, FSJ.L, FTC.L, GFRD.L, NWOR.L, PRES.L, RKW.L, RM.L, RST.L, SAA.L, STVG.L, TON.L, TRI.L, VANL.L | Engagement, Recovery, small caps, turnaround, Uk, value | Fund employs a value investor mindset focused on free cash flow and margin of safety principles. Portfolio targets companies trading at significant discounts to underlying value with material scope for profit recovery and re-rating. | CPI.L JF.L TRI.L RM.L FUND.L |
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| 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 |
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| 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. | ||||||||