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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 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 |
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. | ||||||||