Mark Brangstrup Watts of Marwyn Value Investors talks through their strategy and opportunities

Episode 393,   Oct 11, 2021, 01:09 PM

Mark Brangstrup Watts, Managing Partner of Marwyn Value Investors #MVI talks through their investment strategy and opportunities going forward

Mark Brangstrup Watts, Managing Partner of Marwyn Value Investors #MVI talks through their investment strategy and opportunities going forward

About Marwyn Value Investors
Marwyn Value Investors Limited (MVI) was created on 18th April 2008, through the merging of Marwyn Value Investors Limited with Marwyn Value Investors II Limited.

It launched as a closed-ended investment company on the London Stock Exchange on 8th December 2008, on the Specialist Fund Market – a fully regulated market for professional, institutional and sophisticated investors.

The Strategy
Acquisition is just the first step on the journey. That’s why we don’t simply invest in businesses, but also in the talented people who run them. We identify experienced, industry-leading management teams to build and grow businesses – not just for the first year, but through ongoing support, active participation and collaborative involvement.

Working together, we improve operations, re-focus strategy, streamline revenue/cost models and plan smart, organic M&A activity. That’s how we build success.

We start small but think big. Our focus is mid-cap UK, European and North American headquartered businesses, with a target enterprise value of £150 million to £1.5 billion.

We see opportunity in change. We target companies in industries that are being galvanised by major structural change or dislocation, which we believe offer significant growth potential. Our “Buy-and-Build” strategy hinges on acquiring meaningful equity stakes in these companies via publicly-listed, sector-specific acquisition vehicles.

Why use public markets? It gives us an efficient, liquid source of capital throughout an investment’s lifecycle, and helps us to deploy our exit strategy most effectively – at the best possible time, terms and price.

We are sector agnostic. The diverse array of industries we have invested in to date reflect our sector-agnostic and entrepreneurial approach to investment.