Merryn Somerset Webb sits down with Richard Staveley, manager of the Rockwood Strategic, to unpack why UK smaller companies are so unloved—and why that may be a big opportunity. Richard explains Rockwood’s playbook: concentrated, benchmark-agnostic, value investing with hands-on “constructive engagement” to unlock change. They cover liquidity myths, the impact of passives and private equity, and where he sees near-term catalysts—plus what could reignite IPOs and domestic flows (think ISAs, pensions, and momentum).

Don't forget to sign up for our live podcast taping in London on November 27:
https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/

Merryn Somerset Webb sits down with Richard Staveley, manager of the Rockwood Strategic, to unpack why UK smaller companies are so unloved&mdash;and why that may be a big opportunity. Richard explains Rockwood&rsquo;s playbook: concentrated, benchmark-agnostic, value investing with hands-on &ldquo;constructive engagement&rdquo; to unlock change. They cover liquidity myths, the impact of passives and private equity, and where he sees near-term catalysts&mdash;plus what could reignite IPOs and domestic flows (think ISAs, pensions, and momentum).
Don't forget to sign up for our live podcast taping in London on November 27: <a href="https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/" data-destination="rte:bind">https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/</a>

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

Why UK Small Caps Could Soar — Rockwood’s Richard Staveley on Value, Catalysts & Momentum

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c7985f13-e7b5-43db-b3e0-b393009b7b65/transcript

Advertisement