Marwyn Value Investors Limited (MVI.L)
Marwyn Value Investors Limited specializes in investments in growth capital, buyout, industry consolidation, and acquisition-led growth strategies in small and mid-cap businesses. The fund also invests in consolidation opportunities in industry sectors that are undergoing structural or regulatory change, and is sector agnostic. It follows the buy-and-build strategy. It invests in companies based in Europe with a focus on the United Kingdom and North America. The fund seeks to invest in companies with enterprise value of EUR150 million ($158.11 million) to EUR1500 million ($1581.1 million). It prefers to take an equity stake.
Company Info
Highlights
£59.94M
£0.08
3.70
£78.79 - £105.00
£15,900.00
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Marwyn Value Investors Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Marwyn Value Investors Limited had a return of 14.80% year-to-date (YTD) and 32.86% in the last 12 months. Over the past 10 years, Marwyn Value Investors Limited had an annualized return of -1.03%, while the S&P 500 had an annualized return of 11.26%, indicating that Marwyn Value Investors Limited did not perform as well as the benchmark.
MVI.L
14.80%
5.90%
15.39%
32.86%
14.39%
-1.03%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of MVI.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8.40% | 14.80% | |||||||||||
| 2024 | 8.70% | 4.42% | 2.25% | 4.95% | 8.34% | -5.94% | 1.05% | 0.36% | -2.66% | 0.82% | -1.98% | 7.27% | 29.88% |
| 2023 | 0.00% | 4.57% | -4.64% | 0.00% | 6.39% | -5.73% | 0.00% | 3.69% | -7.10% | -7.06% | 6.19% | -1.23% | -6.09% |
| 2022 | -1.68% | -0.57% | 2.63% | 0.00% | 0.23% | 0.00% | -6.52% | -1.65% | -2.42% | 0.00% | -3.78% | 0.00% | -13.19% |
| 2021 | -0.00% | 3.14% | 4.15% | 2.21% | 6.86% | 0.00% | -1.65% | 5.39% | -0.81% | 1.23% | -8.80% | 7.69% | 19.92% |
| 2020 | -5.21% | -10.00% | -15.00% | 0.65% | 3.90% | 27.50% | 2.94% | 2.38% | 7.91% | 0.00% | -1.29% | -6.11% | 1.90% |
| 2019 | 6.33% | 3.97% | -11.83% | 6.06% | -1.22% | 5.79% | 1.56% | 0.38% | -3.07% | -5.14% | -10.00% | -2.31% | -10.97% |
| 2018 | -2.81% | -15.31% | -3.08% | 4.49% | 1.16% | 11.07% | -1.02% | -4.58% | -3.32% | -7.63% | 1.65% | -3.66% | -22.63% |
| 2017 | 1.28% | -1.58% | -3.65% | 13.51% | 8.19% | 0.46% | 0.65% | 3.52% | -0.30% | -5.22% | -0.08% | 1.51% | 18.32% |
| 2016 | -3.55% | -5.45% | -2.09% | -6.04% | -4.46% | -6.33% | -0.57% | -2.62% | -4.04% | 0.93% | 0.53% | 0.18% | -29.10% |
| 2015 | -2.17% | -0.12% | 4.87% | 0.70% | 3.80% | 1.44% | 3.72% | -5.80% | -1.23% | 0.02% | -2.06% | -0.00% | 2.69% |
| 2014 | 7.03% | 16.28% | -1.11% | -8.09% | -7.33% | -1.19% | 18.83% | 0.90% | -5.57% | -1.42% | -3.53% | 5.52% | 17.67% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 92, MVI.L is among the top 8% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Marwyn Value Investors Limited (MVI.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Marwyn Value Investors Limited provided a 877.55% dividend yield over the last twelve months, with an annual payout of £9.08 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £9.08 | £9.08 | £9.06 | £9.06 | £9.06 | £0.00 | £0.00 | £6.19 | £8.26 | £10.26 | £0.34 | £0.09 |
Dividend yield | 877.55% | 984.57% | 1,125.47% | 953.68% | 761.34% | 0.00% | 0.00% | 522.53% | 516.00% | 718.46% | 15.78% | 3.76% |
Monthly Dividends
The table displays the monthly dividend distributions for Marwyn Value Investors Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £2.27 | £2.27 | ||||||||||
| 2024 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £0.02 | £2.27 | £0.00 | £9.08 |
| 2023 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £9.06 |
| 2022 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £9.06 |
| 2021 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £0.00 | £2.27 | £0.00 | £9.06 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2018 | £2.06 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £6.19 |
| 2017 | £2.06 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £8.26 |
| 2016 | £4.06 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £10.26 |
| 2015 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.25 | £0.00 | £0.00 | £0.34 |
| 2014 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Marwyn Value Investors Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Marwyn Value Investors Limited was 88.34%, occurring on Feb 27, 2009. Recovery took 159 trading sessions.
The current Marwyn Value Investors Limited drawdown is 23.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.34% | Apr 17, 2007 | 70 | Feb 27, 2009 | 159 | Jan 6, 2011 | 229 |
| -63.17% | Jul 20, 2015 | 1130 | Apr 21, 2020 | — | — | — |
| -21.83% | Sep 26, 2011 | 99 | Apr 17, 2012 | 114 | Feb 11, 2013 | 213 |
| -21.76% | Mar 12, 2014 | 72 | Jun 25, 2014 | 256 | Jul 10, 2015 | 328 |
| -12.92% | Aug 4, 2011 | 16 | Sep 8, 2011 | 2 | Sep 15, 2011 | 18 |
Volatility
Volatility Chart
The current Marwyn Value Investors Limited volatility is 3.68%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Marwyn Value Investors Limited.
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Income Statement
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