Vox Markets Fund Manager Series: Richard Staveley of Rockwood Strategic

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.

Watch the video interview HERE

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