Talking Trusts: Interview with Richard Staveley, manager of Rockwood Strategic

In this episode of Talking Trusts, we talk to Richard Staveley, manager of Rockwood Strategic, about the key drivers of outperformance and the most compelling opportunities in the UK small-cap sector. 00:00 Introduction 00:23 Most compelling opportunities 03:44 Key drivers of outperformance 06:45 How long to run winners (Filtronic) 10:23 Managing liquidity risk 14:51 Approach to managing core holdings 18:18 US rotation: the key catalyst? 24:22 Further information 24:33 Risk warning Visit the RKW website - https://www.rockwoodstrategic.co.uk/ Read our latest research on RKW - https://www.trustintelligence.co.uk/i... Please note that this video was recorded on 1 July 2025.