Marwyn Value Investors Limited

Name
Marwyn Value Investors Limited
Manager
Marwyn Investment Management LLP
Type
Closed Ended Investment Company
ISIN
KYG5897M1740
Sector
UK Smaller Companies
Launched
18/04/2008
OCF
2.61 %
Risk Rating
3
3 Year Sharpe
-0.05
3 Year Alpha
-3.69
Yield
0 %
Benchmark
FTSE All Share TR GBP
Fund Size
£ 67.74 million
NAV
162
Gearing
120
Discount Premium
-33
To maximise total returns primarily through the capital appreciation of its investments. The investment strategy for the Company is to identify, support, invest in and work alongside experienced operational management teams in businesses headquartered in the UK, Europe or the Americas, often with global operation. The Company brings private equity-style investment principles to bear in primarily public equity environments. The Company acquires equity stakes typically as a cornerstone investor and draws upon capital from a high calibre universe of co-investors which augments purchasing power when pursuing acquisitions and provides an independent validation of Marwyn's investment thesis.
Holding %
BCA Marketplace PLC 56.37 %
Zegona Communications PLC 27.44 %
Wilmcote Holdings PLC 8.76 %
Safe Harbour Holdings PLC Ordinary Shares 7.43 %
Le Chameau Group PLC 0.00 %
Region %
United Kingdom 100.00 %
Sector %
Consumer Cyclical 56.37 %
Communication Services 27.44 %
Basic materials 8.76 %
Industrials 7.43 %
Name
Marwyn Investment Management LLP
Address
WC2N 6DF, London, United Kingdom
Legal Structure
Closed Ended Investment Company

Managers

James Corsellis
Joined 10/06/2006

James founded one of the earliest strategic technology consultancies in 1994 and was Chief Executive Officer of icollector plc, a leading provider of live auction trading platforms. He later negotiated the joint venture with eBay, which saw icollector become the exclusive partner worldwide for traditional auction houses.At Marwyn, James Corsellis has, together with Mark Watts, undertaken 67 transactions raising an aggregate equity of close to £1.2 billion in acquisition funding for Marwyn backed management teams and special purpose acquisition vehicles from 2002 to date. He is a Managing Partner in Marwyn Capital LLP and Marwyn Investment Management LLP. James is currently the Non-Executive Chairman of Entertainment One Ltd and a Director of Marwyn Materials Ltd.

Mark Watts
Joined 10/06/2006

Mark has a BA (Hons) from London University and since 1998 has advised the boards of quoted UK small and mid-cap companies. At Marwyn, Mark has undertaken over 50 transactions raising an amount in excess of £1 billion in funding for special purpose acquisition vehicles. Previously, Mark worked as a management consultant completing international strategic development projects for clients including Ford Motor Company (US), Cummins (Japan) and 3M (Europe) and financial analysis and modelling for Barclays Bank, Shell and BP in the UK. Mark is Managing Partner of Marwyn Capital LLP and Marwyn Investment Management LLP as well as a director of Silverdell Plc.

Data provided by Morningstar.

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