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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Richard Staveley | Vanquis Banking Group plc | Financials | Consumer Finance | Bull | NYSE | consumer finance, cost-cutting, Deposits, Regulation, Rote, turnaround, valuation | View Pitch |
| Nov 28, 2025 | Fund Letters | Richard Staveley | Vanquis Banking Group plc | Financials | Consumer Finance | Bull | NYSE | consumer finance, cost-cutting, Deposits, Regulation, Rote, turnaround, valuation | 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. | ||||||||