Marwyn Value Investors Ltd (LSE:MVI) delivered 'particularly strong' returns between 2008 and 2015, driven by several high-profile realisation events and Panmure Liberum believes it is poised for another high return phase.
“Potential NAV catalysts over the next 12-24 months include what could be materially positive outcomes from Zegona’s now completed acquisition of Vodafone Spain, likely growth at AdvancedAdvT as software businesses are built out by Vin Murria, and building on the much-improved performance at Le Chameau.
“We also see good potential in MAC2’s recently agreed acquisition of InvestAcc," added the broker. “The consolidation strategy could be a significant value driver.”
Shares were up 1.6% at 96.5p on Tuesday.