Rockwood Strategic Plc

Rockwood Strategic Plc is an AIM-quoted investment company invested 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.

The strategy will:

  • Target investment opportunities arising in the inefficient and niche market of UK small companies
  • Use the manager’s specialist experience and enhanced diligence approach to assess risk
  • Harvest the benefits of long-term capital through patience and an ‘ownership’ mentality
  • Deliver returns through a ‘Value’ investing philosophy, enhanced by the additional discount in public markets for lower liquidity
  • Incorporate ‘Private’ market perspectives into ‘Public’ company investment appraisal
  • Take influential stakes to enable ‘engagement’ with companies to support or catalyse positive change
  • Deliver a focused portfolio and a focused manager with ‘Skin in the game’

‘Rockwood’

A petrified tree that has been infused with minerals and turned to stone, from the ancient Greek word πέτρα ‘rock’ and first started formation in the Devonian period 390m years ago.

‘Strategic’

Strategy (also from the Greek word στρατηγία stratēgia, “art of troop leader; office of general, command, general-ship”) is a general plan to achieve one or more long-term or overall goals under conditions of uncertainty.

Rockwood Strategic Plc

Long term capital, Goal oriented, Small Company focused –
‘from acorns grow oak trees’