Marwyn Value Investors “cautiously confident” heading into “more rational” era
–News Direct–
Marwyn Investment Management LLP co-founder and Chief Investment Officer James Corsellis speaks to Thomas Warner from Proactive after subsidiary Marwyn Value Investors Ltd released its interim results for the six month to 30 June 2023.
Corsellis starts by explaining Marwyn's investment strategy, which centers on identifying and partnering with top-tier management before making an investment in a company. This contrasts with the traditional private equity model that either works with existing management or replaces them after investment.
He emphasises the importance of experienced leadership, citing examples like Peter Tom and Vin Murriia, who have demonstrated industry expertise and delivered significant returns.
He also highlighted Marwyn's hands-on involve...