ROCKWOOD STRATEGIC PLC - Interim Results
Update: 2025-11-27
Description
Rockwood Strategic PLC delivered a detailed investor update highlighting strong portfolio performance, disciplined value investing, and a robust growth strategy despite challenging UK market conditions. Managed by Richard Staveley, the £140m FTSE Small Cap fund continues to outperform UK small-cap benchmarks, driven by its concentrated portfolio, active engagement approach, and focus on undervalued companies with significant turnaround potential. The presentation underscored Rockwood’s rigorous investment process targeting 100% upside over 3–5 years, supported by deep due diligence, operational catalysts, and mean-reversion in profitability, valuation, and balance sheet strength.
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