Rockwood Strategic is rewarding investors with stellar returns
Our late 2023 ‘buy’ call on the value-focused small caps fund is 65% in the money

Rockwood Strategic (RKW) 310p Gain to date: 65.3% Shares flagged the merits of Rockwood Strategic (RKW) at 187.5p in November 2023, highlighting the value-focused trust as a way to gain differentiated exposure to a small cap asset class with re-rating scope. We lauded manager Richard Staveley’s tried-and-tested strategy, which identifies undervalued stocks where the company will benefit from operational, strategic or management changes that can unlock or create value...
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