Vox Markets Fund Manager Series: Richard Staveley of Rockwood Strategic
Shares in (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 )
20:50 (CPC )
25:30 (GFRD )
29:30 (FIP )
34:00 (AGFX )
38:50 (SMV )
46:10 What is RKW's hit rate
47:10 (SAA )
53:30 (PRES )
01:00:13 (FLO )
01:05:05 When to sell
01:08:20 How to invest in
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