Overview
Marwyn Value Investors aims to identify, invest in and work alongside experienced operational managers with strong track records. Marwyn offer support to the management teams, including corporate finance and advice, infrastructure support and a full range of management services.
Marwyn looks for opportunities in diverse sectors and investment cycles, usually the European and North American small and mid-cap markets (under £1bn). We have a preference for sectors influenced by regulatory or structural change where we see opportunities to create value. These include conventional regulated industries, such as environmental services, gaming and financial services, as well as sectors undergoing specific structural change, such as media distribution, training, leisure and food manufacture.
Fundamentals
Price
Research History
-
10 Sep 2020 6 min read
QuotedData’s Investment Companies Roundup – September 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over August: Aberdeen New Dawn – COVID positive “In […]
-
07 Jul 2020 7 min read
QuotedData’s Investment Companies Roundup – July 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over June: CQS New City High Yield – […]
-
24 Jan 2020 20 min read
QuotedData’s Investment Companies Annual Review – 2019
In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]
-
06 Dec 2019 6 min read
QuotedData’s investment companies roundup – December 2019
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Income Events New research Here is a list of research we published over November: An initiation note on Henderson High Income “We have initiated coverage on Henderson High Income (HHI). Since […]
-
15 Oct 2019 7 min read
Investment companies quarterly roundup – Third quarter 2019
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford New research Over the third quarter, we published notes on India Capital Growth, Jupiter Emerging & Frontier Income, Montanaro European Smaller Companies, JLEN Environmental Assets, Civitas Social Housing, JPMorgan Russian Securities, International Biotechnology Trust, Aberdeen Emerging Markets, Seneca Global Income & Growth, Standard Life Investments Property Income […]
-
07 Oct 2019 5 min read
QuotedData’s investment companies roundup – October 2019
Investment Companies Roundup Kindly sponsored by Baillie Gifford New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September. In […]
-
05 Jul 2019 3 min read
QuotedData’s investment companies roundup – July 2019
Investment Companies Roundup New research Over June, we published notes on CQS Natural Resources Growth and Income, Standard Life Private Equity and Shires Income. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – there was a greater appetite for risk in June as […]
-
04 Apr 2019 1 min read
QuotedData’s investment companies roundup – April 2019
QuotedData’s investment companies roundup – April 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2019. Kindly sponsored by Baillie Gifford. JPMorgan Indian, India Capital Growth, Aberdeen New India and Ashoka India Equity Investment […]
-
22 Feb 2019 1 min read
QuotedData’s investment companies roundup – February 2019
QuotedData’s investment companies roundup – February 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2019. Kindly sponsored by Baillie Gifford. December’s sharp sell-off in technology and growth stocks reversed somewhat in January. This was […]
-
12 Oct 2018 1 min read
QuotedData’s investment companies roundup – October 2018
QuotedData’s investment companies roundup – October 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in September Trian Investors 1 is a new fund that will adopt […]
-
11 Jul 2018 1 min read
QuotedData’s investment companies roundup – July 2018
QuotedData’s investment companies roundup – July 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer to the market, Yew Grove […]
-
11 May 2018 1 min read
QuotedData’s investment companies roundup – May 2018
QuotedData investment companies roundup – May 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2018. Kindly sponsored by Baillie Gifford. India Capital Growth has experience a rebound in performance in the past month, as […]
-
25 Apr 2018 1 min read
Quarterly investment companies roundup – First quarter 2018
Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]
-
13 Mar 2018 1 min read
QuotedData’s investment companies roundup – March 2018
QuotedData investment companies roundup – March 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2018. Kindly sponsored by Baillie Gifford. Equity markets continued to run up in early February, supported by strong corporate earnings […]
-
19 Oct 2017 1 min read
Quarterly investment companies roundup – Third quarter 2017
Quarterly investment companies roundup – Third quarter 2017 – Markets moved up a little over the course of the three months ended 30 September 2017. Regionally, emerging markets did well. The pound strengthened a bit relative to the US dollar but was flat against the euro. The oil price rose by more than 20%. In […]
-
14 Sep 2017 1 min read
QuotedData investment companies roundup – September 2017
QuotedData investment companies roundup – September 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2017. Kindly sponsored by Baillie Gifford. September Investment Companies Roundup Winners and losers in August Ashmore Global’s […]
-
03 Aug 2017 1 min read
QuotedData investment companies roundup – August 2017
QuotedData investment companies roundup – August 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of July 2017. Kindly sponsored by Baillie Gifford. August Investment Companies Roundup Monthly NAV/Price moves: A couple of themes stand out […]
-
14 Jun 2017 1 min read
QuotedData investment companies roundup – June 2017
QuotedData investment companies roundup – June 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]
-
10 Apr 2017 1 min read
QuotedData investment companies roundup – April 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2017. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup
-
31 Jan 2017 1 min read
QuotedData – 2016 review of the year
Our review of 2016 includes performance data, significant moves in discounts and premiums, money raised and money handed back, major news stories and links to the research we have published including our guide to investment companies. 2016 Annual roundup
-
07 Dec 2016 1 min read
QuotedData investment companies roundup – December 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2016. december-investment-companies-roundup
-
27 Oct 2016 1 min read
Quarterly investment companies roundup – Third quarter 2016
Q3 saw the market adapt to life post the UK’s EU referendum. Sterling continued to fall but most stock markets stabilised and discounts narrowed across most sectors. While the US election is dominating headlines, it does not seem to be having much impact on markets so far. q3-quarterly-roundup
-
13 Oct 2016 1 min read
QuotedData investment companies roundup – October 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
News
-
28 Apr 2025 2 min read
Marwyn Value Investors posts strong 2024 results with positive outlook for 2025
Marwyn Value Investors (MVI) has announced strong results for the year ended 31 December 2024, delivering a NAV total return of +19.4%, significantly ahead of the FTSE SmallCap (ex-IC) Index, which it says returned 13.8%. The share price total return was even stronger at +26.6%. MVI paid £5m of dividends during the year (equivalent to […]
-
30 Apr 2024 2 min read
Marwyn grinds out positive return in 2023
Marwyn Value Investors has published results for the year ended 31 December 2023. The NAV total return on the ordinary shares for the year was 5.1%, for the 2016 realisation shares it was 5.0% and for the 2021 realisation shares it was 4.2%. Those figures compare to a return on the Small Cap Index of […]
-
13 Nov 2023 2 min read
QuotedData’s morning briefing 13 November 2023
In QuotedData’s morning briefing 13 November 2023: Marwyn Value Investors (MVI) has announced that it has made a £7.8m investment into Zegona Communications, participating in a total equity placing of £262m. This equity raise was made as part of Zegona’s acquisition of Vodafone Holdings Europe, S.L.U. (“Vodafone Spain”) for €5.0bn, funded through a combination of […]
-
09 Jun 2023 2 min read
QuotedData’s morning briefing 9 June 2023
In QuotedData’s morning briefing 9 June 2023: International Public Partnerships (INPP) has reached financial close on its acquisition of five New Zealand availability revenue-based social infrastructure investments (as announced on 9 December 2022), following regulatory approval from New Zealand’s Overseas Investment Office (‘OIO’). These are INPP’s first New Zealand investments and the c.NZD 218m (c.£108m) […]
-
06 Jun 2023 1 min read
QuotedData’s morning briefing 6 June 2023
Marwyn Value Investors (MVI) announced the appointment of Will Self to the company’s board as CEO, leading the development and execution of MVI’s overall company strategy. James Corsellis, CIO commented: “We are delighted to be working with Will in his new role as CEO, alongside Mark Hodges as chairman, as the company continues in the […]
-
25 May 2023 2 min read
Marwyn backs Palmer Street
Funds managed by Marwyn Investment Management LLP have made an investment of £8m in Palmer Street Limited. £6.2m of this is coming from the listed fund. Palmer is being set up to take advantage of the opportunity to provide a differentiated business proposition in the private capital servicing sector. Palmer’s management team: Martin Schnaier, James […]
-
28 Apr 2023 3 min read
Marwyn Value Investors modest outperformance overshadowed by discount widening
Marwyn Value Investors (MVI) has published its annual results for the year ended 31 December 2022. Unfortunately, the announcement doesn’t provide much in the way of detail as to how MVI generated its returns over the year, so we can’t comment on that here, but it says that, for its ordinary shares, it generated an […]
-
12 Jan 2023 2 min read
QuotedData’s morning briefing 12 January 2023
In QuotedData’s morning briefing 12 January 2023: Marwyn Value Investors has recognised a further £5m of recoverable VAT in its NAV (relating to its historic investment in Praesepe, as before). £4.33m or 7.8p per share is added to the ordinary share NAV, £0.53m or 56.7p is added to the 2016 realisation share NAV and £0.03m […]
-
07 Nov 2022 2 min read
QuotedData’s Morning briefing 7 November 2022
In QuotedData’s Morning briefing 7 November 2022: ICG Enterprise Trust (ICGT) has announced a $15m commitment to Clayton, Dubilier and Rice Fund XII . This is ICGT’s second commitment to funds managed by CD&R, following a $10m commitment to CD&R XI in 2020. CD&R is a global investment firm, headquartered in New York, that executes a […]
-
10 Aug 2022 2 min read
QuotedData’s morning briefing 10 August 2022
In QuotedData’s morning briefing 10 August 2022: abrdn European Logistics Income (ASLI) has signed the purchase agreement for the acquisition of the recently completed warehouse extension at Waddinxveen, in the Netherlands, for a total net purchase price of €4.9m. ASLI exercised its right of refusal over this development located directly next to the existing warehouse […]
-
07 Jul 2022 2 min read
QuotedData’s morning briefing 7 July 2022
In QuotedData’s morning briefing 7 July 2022: NB Global Monthly Income (NBMI) says that investors submitted 25,500,417 shares to its cash exit offer (10.3% of the company). The tender was for up to 25% of shares held so all these shares will be redeemed at 81.92p (NAV less 2%). Some investments are less liquid than […]
-
29 Apr 2022 2 min read
QuotedData’s morning briefing 29 April 2022
In QuotedData’s morning briefing 29 April 2022: Gulf Investment Fund says that all assets in its tender pool have been sold. As at 27 April 2022, the final tender offer asset value was $11,284,711, giving a tender price of $2.1639. The 5,214,956 tendered shares will be cancelled. It is expected that the proceeds payable to […]
-
10 Jan 2022 2 min read
Marwyn vehicle circles M&C Saatchi
Marwyn vehicle circles M&C Saatchi – AdvancedAdvT Limited announced on Friday that, following its acquisition of 12,000,000 ordinary shares in M&C Saatchi (about 9.82% of that company), it has confirmed that it is interested in exploring a share exchange merger between AdvT and M&C. There is no certainty that any formal offer for M&C will […]
-
24 Dec 2021 2 min read
QuotedData’s morning briefing 24 December 2021
In QuotedData’s morning briefing 24 December 2021: Octopus Renewables Infrastructure Trust (ORIT) has completed its purchase of two onshore wind farms in Finland for about €140m. The Saunamaa and Suolakangas wind farms have a combined installed capacity of 71.4MW, and are in the final stages of commissioning, but the risks associated with the residual construction […]
-
30 Nov 2021 2 min read
QuotedData’s morning briefing 30 November 2021
In QuotedData’s morning briefing 30 November 2021: Octopus Renewables Infrastructure says that following the completion of construction of the 48MW Ljungbyholm Wind Farm in Sweden and the site becoming fully operational in June 2021, the Company has entered into a Power Purchase Agreement (PPA) over the electricity to be generated at Ljungbyholm. The counterparty to […]
-
20 Oct 2021 2 min read
QuotedData’s morning briefing 20 October 2021
In QuotedData’s morning briefing 20 October 2021, it is very busy for a Wednesday: Drum Income REIT (DRIP)’s shareholders have overwhelmingly approved the absorption of the trust into Custodian REIT. Court approval for the scheme is expected on 1 November; Drum’s shares will be suspended on 3 November and delisted on 4 November; and the […]
-
15 Oct 2021 2 min read
QuotedData’s morning briefing 15 October 2021
In QuotedData’s morning briefing 15 October 2021: Marwyn Value Investors (MVI) has updated following the completion of Zegona’s tender offer (at £1.535 per Zegona ordinary share). Following the tender, the Marwyn Funds are due proceeds of £45,425,386 attributable to MVI’s ordinary shares and £6,686,881 attributable to MVI’s realisation shares. The Zegona Realisation Share Proceeds, along […]
-
08 Oct 2021 2 min read
QuotedData’s morning briefing 8 October 2021
In QuotedData’s morning briefing 8 October 2021: Biopharma Credit’s listing on the International Stock Exchange (TISE) has been cancelled with effect from today. Marwyn Value Investors (MVI) has announced its results from the Zegona tender offer (previously announced on 8 September – click here to read more). In summary, the Marwyn Funds were able to […]
-
08 Sep 2021 3 min read
QuotedData’s morning briefing 8 September 2021
In QuotedData’s morning briefing 8 September 2021: Vietnam Enterprise (VEIL) has posted its interim report for the six months to 30 June 2021, during which time it delivered 42%, outperforming its benchmark, the VN-Index Total Return in US dollar terms by 13.3%. There is no dividend for the period. The strong performance delivered by VEIL in […]
-
30 Jun 2021 2 min read
QuotedData’s morning briefing 30 June 2021
In QuotedData’s morning briefing 30 June 2021: International Public Partnerships is looking to raise money by issuing shares at 165p, a 15% premium to the end December 2020 NAV (adjusted for the 3.68p dividend declared since). The company has £56m of drawings on its debt facility and upcoming investments worth about £100m, including its investment in […]
-
25 May 2021 3 min read
QuotedData’s morning briefing 25 May 2021
In QuotedData’s morning briefing 25 May 2021 – Lowland (LWI), the UK equity income fund, reported its interim results to 31 March 2021, with a total NAV return of 33.0% coming in well ahead of its benchmark (the FTSE all-share index). LWI’s focus on the industrial and financial sectors, as well as its value bias, drove performance. […]
-
20 Apr 2021 1 min read
QuotedData’s morning briefing 20 April 2021
In QuotedData’s morning briefing 20 April 2021: Octopus Renewables (ORIT) has secured debt finance for the construction, commissioning, operation and maintenance of a wind farm in Cerisou, France. The new €43.2m debt facility is provided by Société Générale. Construction at Cerisou is on schedule to begin in H2 2021, with the project expected to be fully operational in […]
-
18 Mar 2021 2 min read
QuotedData’s morning briefing 18 March 2021
In QuotedData’s morning briefing 18 March 2021: NB Distressed Debt says its investment manager, Neuberger Berman Europe Limited, has offered to waive its entitlement to receive its management fee with immediate effect. The chairman says “The fee waiver recognises that it is taking longer than expected to fully realise the company’s assets due to a number […]
-
17 Dec 2020 2 min read
QuotedData’s morning briefing 17 December 2020
In QuotedData’s morning briefing 17 December 2020: Schroder BSC Social Impact Trust has raised gross proceeds of £75m from its IPO. The company will use part of the net proceeds to acquire seven assets from Big Society Capital with the balance of the net proceeds to be invested in accordance with the company’s investment policy and/or used […]
-
07 Dec 2020 1 min read
Marwyn launches three new investment vehicles
Marwyn launches three new investment vehicles – Marwyn Value Investors Limited has announced that three new UK listed acquisition companies, Marwyn Acquisition Company I Limited, Marwyn Acquisition Company II Limited, and Marwyn Acquisition Company III Limited have been admitted to the standard segment of the Official List and to trading on the London Stock Exchange’s Main Market. The […]
-
22 May 2020 2 min read
Marwyn Value Investors’ announces manager payday as discount languishes
Marwyn Value Investors’ announces manager payday as discount languishes – Marwyn Value Investors (MVI) is a rather strange and complicated beast. It has brief periods of spectacularly good performance interspersed with long periods of rather dull returns. many shareholders appear to have become disillusioned, there is a perceived overhang of shares and it trades on a […]
-
21 Jun 2019 1 min read
Marwyn NAV leaps on BCA Marketplace bid
Marwyn NAV leaps on BCA Marketplace bid – BCA Marketplace announced yesterday that its board was aware of media speculation in relation to the company and confirmed that it was in advanced discussions with TDR Capital LLP regarding a possible all cash offer for the company. The board of BCA had received a proposal from investment funds […]
-
11 Jan 2019 1 min read
Marwyn sets lowball price for partial offer
Marwyn sets lowball price for partial offer – Marwyn Value Investors has released an update to its partial offer (announced on 3 January 2019). The price range for the partial offer has been set at 125p to 135p per ordinary share. Marwyn still intends to purchase £5m worth but says it does reserve the right to […]
-
03 Jan 2019 1 min read
Marwyn to return £5m with bookbuild
Marwyn to return £5m with bookbuild – Marwyn Asset Management Limited, manager of Marwyn Value Investors, is making a partial offer to buy ordinary shares for cash by way of a reverse bookbuild process. Qualifying shareholders (those not located in places such as the US – see list below) should contact Liberum to make their offers […]
-
01 Mar 2018 1 min read
Marwyn announces Safe Harbour float
Marwyn announces Safe Harbour float – Safe Harbour Holdings plc has today announced its intention to float on the AIM market of the London Stock Exchange, raising a further £22.7m, with backing from a number of institutional investors, and bringing the total funds raised to date to £32.7m. Safe Harbour has been established with the […]
-
03 Aug 2017 1 min read
Marwyn adds to Wilmcote stake
Marwyn adds to Wilmcote stake – Wilmcote Holdings has today announced its intention to float on the AIM market of the London Stock Exchange, raising a further GBP15 million with backing from a number of institutional investors. Marwyn Value Investors II L.P., in which Marwyn Value Investors’ ordinary shares are indirectly invested, will invest GBP5.11 […]
-
31 Jul 2017 2 min read
Marwyn investment Zegona sells Telecable
Marwyn investment Zegona sells Telecable – Directors of Marwyn Value Investors Limited welcome the announcement made yesterday by its investee company, Zegona Communications plc (“Zegona”) confirming the completion of the sale of Zegona’s Spanish cable business, Telecable to Euskaltel, S.A. The transaction has generated significant upfront cash proceeds and Zegona intends promptly to return up to […]
-
16 May 2017 2 min read
Marwyn Value Investors raises £41m for MVI II LP
Marwyn is pleased to announce that MVI II LP held its first third-party fund close on Thursday 11 May 2017, securing commitments of GBP41 million from limited partners who have acquired interests in the portfolio at NAV and are expected to invest alongside the company in future investment opportunities. Marwyn anticipates that further third-party closes […]
-
18 Apr 2017 3 min read
Marwyn’s poor 2016 down to Zegona and Le Chameau
Marwyn Value Investors says that, for the year ended 31 December 2016, its NAV decreased by 11.91%, representing a negative 6.86% total return including distributions to shareholders, compared with a total return of 16.75% for the FTSE All-Share over the same period. They say that the reduction in NAV is primarily attributable to a decline in the […]
-
22 Mar 2017 1 min read
Marwyn’s Wilmcote to target speciality chemicals
Marwyn Value Investors is launching a new management platform, Wilmcote Holdings plc, established in partnership with Adrian Whitfield, who has been appointed as its chief executive. Adrian is an experienced executive who recently spent nine years successfully implementing a turnaround and growth strategy at Synthomer plc, the UK listed specialty polymer operator. Over Adrian’s nine year tenure, he […]
-
30 Nov 2016 1 min read
Lazard World Trust discount narrows
Lazard World Trust Fund’s net asset value rose 5.9% on a total return basis, compared with the gain of 6.2% of the MSCI All Country World ex-USA Index during the six-month period ended 30 September 2016. The Fund’s share price, as traded on the London Stock Exchange, was up 8.6% (dividends reinvested) as the discount narrowed. […]
-
15 Nov 2016 1 min read
UIL, Industrial Multi Property Third Quarter Winners – QuotedData
LONDON (Alliance News) – The best performer in both price and net asset value terms in the third quarter was UIL Ltd, boosted by its largest investment, Australian-listed Resolute Mining Ltd, which benefited from a strong gold price. Industrial Multi Property Trust PLC and Kubera-Cross Border Fund Ltd both saw recoveries in their share price […]
-
30 Sep 2016 2 min read
Marwyn invests in Marwyn Speciality Chemicals
Marwyn Value Investors reports that, over the six months ended 30 June 2016, its NAV decreased by 29.4p to GBP2.0978, a fall of 12.29%, representing a -9.95% total return assuming dividend reinvestment, compared with an increase in value of the FTSE All-Share of 2.07% over the same period. The reduction in NAV per ordinary share over […]
-
08 Apr 2016 2 min read
Marwyn NAV falls in 2015
Over the course of 2015, Marwyn Value Investors’ NAV decreased by 19.39% to 239.16 pence. The reduction in NAV over the year is primarily attributable to falls in the share prices of Entertainment One Limited (“eOne”), Zegona Communications and Marwyn Management Partners, partially offset by gains in the share prices of BCA Marketplace (formerly Haversham […]
-
23 Nov 2015 1 min read
Marwyn Value Investors raises £50m through conditional placing
Marwyn Value Investors has announce that, under the terms of its conditional placing (announced on 19 November), 22,727,273 ordinary shares in the have been conditionally placed at a price of 220p per share with institutional investors. Completion of the placing, which has conditionally raised £50m, remains subject to a number of conditions including approval at […]
-
19 Nov 2015 1 min read
Marwyn Value Investors to raise a minimum £50m, new distribution policy
Marywn Value Investors has announced that it is proposing to raise a minimum of £50m through a placing, at a price of 220p per share. The company says that the book-build has secured substantial anchor orders from existing and new shareholders to support the minimum fund raise and that the book will be kept open […]
-
16 Sep 2015 1 min read
Marwyn sells it remaining stake in Entertainment One
Marwyn Value Investors has announced the sale of its remaining interest in Entertainment One. The company says that, following the sale, approximately £10m will be returned to shareholders under its distribution policy for net capital gains. The £10m is in addition to the £5.3 million still to be returned following the initial disposal of Entertainment One in July […]
-
28 Jul 2015 1 min read
Marwyn buys into Gloo Networks
Marwyn Value Investors L.P., the Master Fund through which Marwyn Value Investors makes its investments, intends to subscribe as a cornerstone investor for new ordinary shares in Gloo Networks plc, which has announced today its intention to float on the AIM Market of the London Stock Exchange plc. Gloo Networks is a technology company that […]
-
27 Jul 2015 1 min read
Marwyn ups investment in Zegona
Marwyn Value Investors revealed its plans for the bulk of the money it raised the other day by selling down its investment in entertainment one. Marwyn is investing £55m in Zegona Communications to help fund that company’s acquisition of Telecable Capital Holding. This deal will take Marwyn’s investment in Zegona up to £67m. They will […]
-
22 Jul 2015 1 min read
The Investment Trust winners and losers in Q2
UK smaller companies funds feature quite prevalently in the lists on the back of a decisive election result in the UK and some funds close to the end of their lives made significant progress during the quarter for stock specific reasons. http://whichinvestmenttrust.com/the-investment-trust-winners-and-losers-in-q2/
-
20 Jul 2015 1 min read
UK smaller companies trusts dominate Q2 best-performers
UK small-caps has emerged as the stand-out sector for investment trusts in Q2 2015, according to statistics from QuotedData. The report, published 16 June, showed that UK smaller companies-focused mandates accounted for the majority of best-performing funds in NAV terms for the quarter. http://www.portfolio-adviser.com/news/1023811/uk-companies-trusts-dominate-q2-performers
-
16 Jul 2015 1 min read
Small company investment trusts got election boost
Investment trusts specialising in smaller companies were among the top performers of the past few months after a decisive election result improved confidence in the sector, new research shows. But commodity and Asia-focused investment trusts were among the stragglers as investors shunned stocks exposed to an economic slowdown in China or a US rate rise, […]
-
15 Jul 2015 1 min read
Marwyn selling part of its Entertainment One stake
Last night, after the market had closed, Marwyn Value Investments announced it would sell 26.5m shares in Entertainment One – about 9% of the company. The mechanism it is using to do this is called an accelerated bookbuild.. This morning Entertainment One’s shares are down 10% on the news. At the current price, the stake […]
-
01 May 2015 2 min read
Strong year for entertainment One not fully reflected in Marwyn results
Marwyn Value Investors’ 2014 results show the NAV rose by 14.5% over the year. The bulk of Marwyn’s net asset value is invested in Entertainment One (ETO). During the twelve month period to 31 December 2014, ETO’s share price increased from 259.2p to 322.4p, an increase of 24.38%. It is hard to tell from the accounts […]
-
16 Mar 2015 1 min read
Marwyn vehicle linked to webuyanycar.com
Haversham Holdings, which Marwyn invested in on its listing last year, has been linked to a £1.2bn bid for British Car Auctions, the owners of the webuyanycar.com website. An article in today’s Times says the two companies are in advanced talks. Haversham Holdings has confirmed that it is in “very advanced discussions which might lead to […]
-
09 Mar 2015 1 min read
Marwyn makes investment in Zegona Communications
Marwyn Value Investors has made a new investment today into Zegona Communications. They are paying £12m (about 6% of MVI’s NAV) for a 40% stake in the company. Zegona is listing on AIM. It will be run by two ex Virgin Media executives, Eamonn O’Hare (Chairman and CEO) and Robert Samuelson (COO). Eamonn was Chief Financial Officer […]
-
13 Feb 2015 1 min read
Marwyn increases exposure to Le Chameau
Marwyn Value Investors has announced that the underlying fund that it invests in, Marwyn Value Investors LP, is increasing its stake in Marwyn Management Partners, the owner of Le Chameau. Established in 1927, Le Chameau is a French heritage footwear brand specialising in the production of bespoke, handmade rubber boots. Marwyn Value Investors LP has undertaken […]
-
01 Dec 2014 1 min read
Marwyn Value sells Breedon Aggregates
MVI : Marwyn Value sells Breedon Aggregates Marwyn Value Investments has got cash equivalent to 3.7x their total investment in Breedon Aggregates – the stake was sold for £51.3m and MVI’s share of that is £43.5m. They first invested in the company as Marwyn Materials in 2008. The return works out as a IRR of […]
-
27 Oct 2014 1 min read
Marwyn invests in Haversham Holdings
MVI : Marwyn invests in Haversham Holdings Marwyn Value Investors LP (the master fund that underlies Marwyn Value Investors Limited) is investing £8.95m as part of a £30m fund raise for Haversham Holdings. Haversham Holdings is a new shell company that is floating on AIM. Haversham will target acquisitions in the UK & European automotive, support […]
-
10 Dec 2013 1 min read
Marwyn Value Investors : MVI
Marwyn has written off its investment in Silverdell. this will take 6.47p off the NAV.
In The Press
-
08 Mar 2024 1 min read
The truly cheap trusts trading on the widest discount relative to their history
By Matteo Anelli, Senior reporter, Trustnet, 07 March 2024: In the investment trusts universe wide discounts are often linked to higher long-term returns – and the data backs up this hypothesis. Since 2018, investing in trusts with a double-digit discount have returned an annualised 13.6% in the following five years, a recent study by the […]
-
23 Dec 2021 2 min read
Bargain Hunter: 25 cheap equity trusts towards end of 2021
Kyle Caldwell, interactive investor, 15 December 2021 Some trusts have seen premiums cool, while others are trading on potentially unjustly wide discounts. The pick-up in market volatility of late, amid concerns over rising inflation levels and the emergence last month of the Omicron variant, has led to a welcome increase in potential investment trust discount […]
-
17 Dec 2019 1 min read
Investment trust insider on UK equity trusts
Investment trust insider on UK equity trusts – James Carthew: UK trust laggards should merge not seek new fund managers UK investment trusts of all types are enjoying a post-election rally, particularly those with the highest perceived exposure to domestically-focused companies. I am kicking myself for not having bought Aberforth Split Level Trust (ASIT), one of […]
