Trust Issues: Investing in UK small caps with RKW’s Richard Staveley

In this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the investment case for UK small-caps, including recent performance, the catalysts for a rally in UK small-caps, the outlook for M&A and the most exciting opportunities across the sector. 00:00 Introduction 00:39 Performance in 2025 05:33 Catalysts for a small cap rally 09:39 Valuations and stock selection 13:33 Outlook for M&A 18:12 What makes Rockwood different 22:08 Further information 22:27 Risk warning Our latest note on RKW - https://www.trustintelligence.co.uk/investor/articles?fund_id=1610 RKW website - https://www.rockwoodstrategic.co.uk/ Please note that this podcast was recorded on 27 January 2026.