This podcast is based off the recent investor presentation by River UK Microcap. The podcast details the fund's strong recent performance, including outperforming its benchmark, and outlines its investment strategy, which targets high-conviction, illiquid microcap stocks, increasingly leaning toward "recovery opportunities." A key focus is the fund's commitment to returning capital to shareholders by June 2028, even going so far as to include a wind-up clause if sufficient Net Asset Value (NAV) growth is not achieved.