Shows
Kepler Trust Intelligence PodcastMonthly Round Up: Saba update, results from UKW and THRG and highlights from our podcasts and eventJoin Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in February, brought to you in association with Schroders.
Ryan provides a run-down on the latest developments on the Saba battle and the launch of Achilles Investment Company (AIC) and Invesco Asia Dragon (IAD). Next on the list is the bid for BBGI Global Infrastructure (BBGI) and an update on the fees and share buyback programme at The Renewables Infrastructure Group (TRIG).
Jo takes us through the key takeaways from o...2025-03-2125 min
Money Makers260: Money Makers Investment Trusts Podcast - with Richard Staveley (26 Feb 2025)In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Richard Staveley, lead manager at Rockwood Strategic (RKW).
This discussion was recorded on 24 February 2025.
*** Out now: The 2025 Investment Trusts Handbook ***
The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews...2025-02-2640 min
Kepler Trust Intelligence PodcastTrust Issues: investing in UK small-caps with RKW manager Richard StaveleyIn this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the opportunity for investors in the UK small-cap sector, including the shining stars in the portfolio, key drivers of performance in 2024 and the most interesting themes in the year ahead.
00:00 Introduction
00:20 Elevator pitch for Rockwood
02:54 Drivers of performance in 2024
06:21 Engagement campaign at Funding Circle
11:55 Investment case for top holdings
19:34 Investment pipeline in shrinking market
22:38 Impact of the Autumn budget
24:38 Key themes for 2025
27:18 Risk warning
Please note that this podcast was recorded o...2025-02-0328 min
The Vox Markets PodcastThe Exchange with Richard Staveley of Harwood Capital
Watch on YouTube
In this week’s Exchange, accomplished UK fund manager Richard Staveley of Harwood Capital, who runs the Rockwood Strategic investment trust, takes me through his latest thoughts on the following:
00:00 Secret sauce behind Rockwood’s success.
06:40 Capita
13:35 Filtronic & how to value the stock
19:05 Funding Circle
24:00 Vanquis Banking
32:55 Argentex
38:50 RM
43:00 Van Elle
47:25 Flowtech Fluidpower
52:25 James Fisher
56:30 STV Group
1:0:55 Kooth
1:06:25 Pennant International
1:10:35 Favourite stock idea for 2025 & portfolio management2025-01-311h 13
History Unplugged PodcastThe Real Robin Hood May Have Been an Anglo-Saxon Hitman Who Killed an English KingContrary to popular belief, Robin Hood may not have been the merry medieval outlaw of Sherwood Forest. Rather, a look at real historical figures who inspired the legend are narrowed down to the most unlikely suspect: an Anglo-Saxon hitman who may have assassinated the King of England.Today’s guest, Peter Staveley, proposes that Robin Hood lived during the time of William II (near the time of the Norman conquest of England in 1066), rather than Richard I and Prince John of the late 1100s. He argues that Robin was responsible for the death of William II, also known as...2024-08-1543 min
The Transfers PodcastHowe for England | Man Utd bet big on Yoro | Newcastle's new direction | Football's money woesDuncan Castles joins Ronan Murphy to analyse the transfer market and more.+ England's next manager: Howe's job to lose+ Mourinho, Pochettino offered to FA+ Staveley out as Newcastle change direction+ How Man Utd beat Madrid, Liverpool, PSG for €70m Yoro+ Fulham bid for McTominay, Man Utd ask £40m+ TV rights: French football's Waterloo?+ Why Ipswich are spending big+ Hero + Enzo+ Declan Rice, 007The Transfers Podcast, powered by FootballTransfers.com2024-07-181h 12The Transfers PodcastHowe for England | Man Utd bet big on Yoro | Newcastle's new direction | Football's money woesDuncan Castles joins Ronan Murphy to analyse the transfer market and more.+ England's next manager: Howe's job to lose+ Mourinho, Pochettino offered to FA+ Staveley out as Newcastle change direction+ How Man Utd beat Madrid, Liverpool, PSG for €70m Yoro+ Fulham bid for McTominay, Man Utd ask £40m+ TV rights: French football's Waterloo?+ Why Ipswich are spending big+ Hero + Enzo+ Declan Rice, 007The Transfers Podcast, powered by FootballTransfers.com2024-07-181h 12
The Vox Markets PodcastQ&A with fund manager Richard Staveley of Harwood CapitalIn this masterclass of smallcap investing, I was delighted again to speak to accomplished fund manager Richard Staveley of Harwood Capital – including:
00:00 His investment approach & how the Rockwood Strategic portfolio has fared.
03:51 Capita
10:22 Filtronic
17:32 Trifast
23:01 Pressure Technologies
29:46 RM
36:28 Funding Circle
42:13 Argentex
50:14 Hostmore
58:57 Young & Co.'s Brewery
#RKW #CPI #FTC #TRI #PRES #RM. #FCH #AGFX #MORE #YNGN2024-07-031h 02
Kepler Trust Intelligence PodcastMonthly round-up of investment trust newsJo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss some of the most notable news stories in the investment trust world over the past month.
We talk about the latest news for Scottish Mortgage, Henderson and Pantheon International, as well as results for Schroder AsiaPacific and Oriental Income.
We also bring you some of the highlights from our recent podcasts with Richard Staveley, manager of Rockwood Strategic, and Christopher Berrier, manager of Brown Advisory US Smaller Companies.
0:00 Welcome
0:17 Scottish Mortgage
4:43 Henderson
6:34 Pantheon
7:54 Rockwood (UK...2024-06-0616 min
AJ Bell Money & MarketsDeferring the state pension, retail sector recovery and the art of investing in smaller companiesHave you ever thought about delaying the point at which you start collecting the state pension? If so, don’t miss this episode of the AJ Bell Money & Markets podcast as Rachel Vahey chats about the pros and cons of going down this route.
Danni Hewson and Dan Coatsworth discuss a plethora of good news from the retail sector including updates from Zara-owner Inditex and discounter B&M. They also explore why WH Smith has revived the Toys R Us brand in its UK stores.
The nation continues to pile into Cash ISAs, as Dan di...2024-06-061h 00
Kepler Trust Intelligence PodcastThe opportunity in UK small-caps with Rockwood Strategic manager Richard StaveleyIn this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the opportunity for investors in UK small-caps, including some of the key drivers behind Rockwood’s strong track record of outperformance.
2024-05-1724 min
Money Makers195: Weekly Investment Trusts Podcast - with Duncan MacInnes and Richard Staveley (27 Jan 2024)In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Duncan MacInnes, manager of the Ruffer Investment Company (RICA), and Richard Staveley, lead manager at Rockwood Strategic (RKW).
We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
Section Timestamps:
0:00:39 - Review of the week
0:03:08 - This week's guests
0:04:07 - Corporate news and announcements
0:06:20 - Money Makers Circle
0:07:10 - Q&A with Duncan MacInnes
0:07:32 - Evaluating 2023
0:20:00 - The RICA portfolio
0:23:10 - Gold and...2024-01-271h 11
The Vox Markets PodcastVox Markets Fund Manager Series: Richard Staveley of Rockwood StrategicIn this interview, Richard Staveley of Rockwood Strategic (RKW) takes Vox Markets through in detail 12 compelling stock ideas including:
00:00 Outlook for equities.
09:30 Pressure Technologies #PRES
18:15 Argentex #AGFX
26:50 James Fisher #FSJ
40:50 RM #RM.
47:50 Galliford Try #GFRD
54:25 Van Elle Holdings #VANL
59:35 STV Group #STVG)
01:07:30 M&C Saatchi #SAA
01:16:10 Centaur Media #CAU
01:27:00 Hostmore #MORE
01:36:35 Filtronic #FTC
01:48:35 Restore #RST
01:59:40 What to avoid2023-11-212h 10
A Different PerspectiveA Different Perspective with Richard Staveley, Lead Fund Manager at Rockwood StrategicThis week Nick talks to Richard Staveley, Lead Fund Manager of Rockwood Strategic.Richard Staveley has over twenty years’ experience of equity investment and fund management.Rockwood Strategic Plc is an Investment Trust which invests in a focused portfolio of smaller UK public companies. The strategy identifies undervalued shares, where the potential exists to improve returns and where the company is benefitting, or will benefit, from operational, strategic or management changes. These unlock, create or realise shareholder value for investors. Richard and Nick discuss Richard’s career to date, the micro-cap market and indicators for the...2023-02-2854 minMoney MakersWeekly Investment Trusts Podcast - Featuring Simon Edelsten and Richard Staveley (25 Feb 2023)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Edelsten, manager at Mid Wynd International (MWY). Jonathan also spoke this week to Richard Staveley, lead manager at Rockwood Strategic (RKW), and the podcast features an extract of their conversation, available in full for subscribers to the Money Makers Circle.
Section Timestamps:
0:00:29 - Introducing this week's guests
0:01:47 - Money Makers Circle
0:02:27 - Next week's guest
0:02:54 - The markets this week
0:04:12 - Corporate news and announcements
0:21:53 - Q&A with Simon Edelsten
0:09:26 - Reflections on the ye...2023-02-251h 05
(Sort of) The Story5. (Sort of) Off Topic: Who Put Bella In the Wych Elm?Send us a textMax tells us the true crime story of a mysterious skeleton found hidden in a tree (and the haunting graffiti that begs the question: Who put Bella in the wych-elm?) Sources:Book, “Who Put Bella in the Wych Elm? Volume 1” by Alex Merrill Book, “Who Put Bella in the Wych Elm? Volume 2” by Alex Merrill Book, “Bella in The Wych Elm” by Andrew Sparke Article: ““Who Put Bella Down the Wych Elm?” – An Unsolved Murder Mystery Seventy-Seven Years On” by Rose Staveley-Wadham Article: “Bella in the Wych Elm: A Midlands Murder Mystery” b...2022-10-2446 min