Professional
Added to YB: 2025-07-07
Pitch date: 2025-07-01
MRX [neutral]
Marex Group Limited
+79.41%
current return
Author Info
Night Watch Investment Management is an alternative asset manager focused on global equities, selected based on our in-depth proprietary research. Our investment style is best described as value plus catalyst. Visit their website.
Company Info
Marex Group Limited, a financial services platform company, provides liquidity, market access, and infrastructure services to clients in the commodity and financial markets in the United Kingdom, the United States, and internationally.
Market Cap
$5.1B
Pitch Price
$38.78
Price Target
N/A
Dividend
0.90%
EV/EBITDA
N/A
P/E
14.48
EV/Sales
N/A
Sector
Capital Markets
Category
special_situation
Night Watch Investment Management Added On Portfolio Holding: Marex Group plc
MRX (increased position): Futures Commission Merchant in major commodities exchanges. Thrives in high volatility - when oil/FX moves rapidly, trading volumes & spreads increase while earning more on margin deposits. Industry consolidation favorable as FCMs halved since 2002. Added aggressively during April selloff. Up 105% since May ($19 to $39).
Read full article (1 min)