Shares in Rockwood Strategic (RKW ) have increased c. 35% to £19 over the past 5 months due to excellent returns. Find out here in this interview with fund manager Richard Staveley, how this alpha generation has been achieved and what investors should expect going forward.
00:00 Outlook for equities
04:40 Small vs largecap stocks
07:40 M&A trend and optionality of holding cash
09:30 How to perform thorough due diligence
11:45 RM plc (RM )
20:50 City Pub Group (CPC )
25:30 Galliford Try (GFRD )
29:30 Finsbury Food (FIP )
34:00 Argentex (AGFX )
38:50 Smoove (SMV )
46:10 What is RKW's hit rate
47:10 M&C Saatchi (SAA )
53:30 Pressure Technologies (PRES )
01:00:13 Flowtech Fluidpower (FLO )
01:05:05 When to sell
01:08:20 How to invest in RKW