What is Richard Staveley's investment strategy with Rockwood Strategic?

Richard Staveley targets UK micro-cap companies, investing in struggling businesses with the aim of turning them around over three to five years to double the trust's investment value.

How has Rockwood Strategic performed recently?

Over the past five years, Rockwood Strategic has generated investor returns of 131 percent, significantly outperforming the average UK smaller companies' investment trust.

What types of companies does Rockwood Strategic invest in?

The fund invests in micro-cap companies, categorized into those undergoing a turnaround and those where the trust actively engages to agitate for change.

Home / Business and Economy / Micro-cap Hunter: Doubling Wealth in Obscure UK Stocks

Micro-cap Hunter: Doubling Wealth in Obscure UK Stocks

15 Feb

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Summary

Fund manager targets UK micro-cap companies below £250 million market value.
Rockwood Strategic trust aims to double investment value in three to five years.
The fund achieved 131% investor returns over five years, outperforming peers.

Micro-cap Hunter: Doubling Wealth in Obscure UK Stocks

Richard Staveley, manager of the £220 million Rockwood Strategic investment trust, specializes in identifying and investing in UK 'micro-cap' companies. These are businesses with market capitalizations below £250 million, a sector many investment firms have abandoned. Staveley and his assistant Nicholas Mills focus on acquiring these typically struggling public companies with the goal of turning them around over three to five years, aiming to double the trust's investment value.