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Rockwood Strategic Plc is a UK investment trust that invests in a concentrated portfolio of small-cap UK equities. The company targets undervalued companies with turnaround potential, aiming for long-term value creation through a value-oriented strategy. It was originally listed in 1999 as NewMediaSpark Plc, an investment strategy into private technology, media, and telecommunications companies, before adopting its current focus on public market equity investing in 2014. The trust moved from AIM to the main London Stock Exchange in late 2022 and was included in the FTSE All-Share Index in 2025. The investment strategy is managed by Richard Staveley at Harwood Private Capital LLP, supported by an Investment Advisory Group that includes experienced fund managers and analysts from firms such as Majedie Asset Management, Gresham House, and Jupiter Asset Management. The company’s approach emphasizes buying at a discount to intrinsic worth and maintaining a significant manager stake to align interests with shareholders. Summarised from the company's own disclosures, fiscal year ended Oct 2026 |
Industry Asset Management | Homepage rockwoodstrategic.co.uk |
| Sector Financial Services | IR page rockwoodstrategic.co.uk/investors | |
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Tags
investment trust, uk small caps, value investing, equity investment, turnaround strategy, Harwood Private Capital LLP, NewMediaSpark Plc, Majedie Asset Management, Gresham House, Jupiter Asset Management, River and Mercantile Asset Management, Société Générale Asset Management, Bradshaw Asset Management, Gabelli Asset Management, JO Hambro Capital Management, Lazard Brothers & Co Limited, Russell Investment Group, Mercury Asset Management, New Star Asset Management, Henderson Asset Management, Crux Asset Management, Lansdowne Partners, Sloane Robinson, Invesco, Lombard Odier, Henderson Global, Gartmore, 3i, Deloitte, Hanover Catalyst Fund, North Atlantic Smaller Companies Investment Trust, Oryx International Growth Fund, Tema ETFs, Edale Capital LLP, Aer Ventures, HD Capital Partners Ltd, WH Ireland, Sigma Capital Group plc, Katoro Gold plc, Pyne Gould Corporation Ltd, Niox Group Plc, Trifast Plc, Hargreaves Services Plc, MJ Gleeson Plc, Bigblu Broadband Plc, River Global Plc, EKF Diagnostics Plc, Elementis Plc, Frenkel Topping Group Plc, Renalytix Plc, Flowtech Fluidpower Plc, Titon Holdings, Chapel Down Group Plc, Berkeley Energia Plc, Quoted Companies Alliance, Big Technologies plc, Treatt Plc, Forward Industries Inc., Odyssean Enterprises LTD, SHSS Partnership LLP, Willow Foundation, Kinovo plc, Sureserve Compliance Electrical Holdings, RA International plc, Global Reach Technology EMEA Limited
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Metrics
| Valuation | |
|---|---|
| Market cap | £ 138.49M |
| P/E | 28.25 |
| P/BV | — |
| P/S | 19.18 |
| Discount/premium to NAV | — |
| P/OCF | — |
| P/FCF | — |
| Dividend yield | — |
| Turnover / mcap | — |
| Returns | |
|---|---|
| ROE | 4.0% |
| ROI | 3.3% |
| ROIC | 3.3% |
| Profit margin | 67.9% |
| Growth | |
|---|---|
| Revenue growing | Yes |
| Profits growing | No |
| Revenue up 3y | No |
| Revenue up 5y | — |
| Quality | |
|---|---|
| Profitable | Yes |
| Margin expanding | No |
| Buying back stock | Yes |
| Diluting (TTM) | No |
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| Podcast sentiment % (TTM) | Sign up |
| News sentiment (TTM) | 0 |
| Quality score | 14.3% |
| Insiders | |
|---|---|
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| Sells, 1w | Sign up |
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