LongMRXOct 2026
Marex Group plc
Night Watch believes Marex will be a significantly better company in a few years and that the market is not pricing in that improvement. A secondary attraction is its…
Night Watch Investment Partners LP
Global value equity strategy focused on valuation discipline, identifiable catalysts, insider ownership and counter-cyclical diversification.4 published ideas
Night Watch Investment Partners LP is managed by Night Watch Investment Management, LLC and pursues a global value equity strategy. The fund looks for companies with attractive valuations, identifiable catalysts and meaningful insider ownership. It also uses counter-cyclical holdings and international diversification in an effort to reduce correlation with broader equity markets.
Ideas from Night Watch Investment Partners LP
LongUTIOct 2026
Universal Technical Institute, Inc.
Universal Technical Institute was the fund's largest detractor during the quarter, but Night Watch continues to maintain its long position. Demand for UTI's vocational programs…
LongAZEOct 2026
Azelis Group NV
Night Watch believes specialty chemical distributors are approaching an earnings inflection after a prolonged three-year bear market in chemicals. Customer inventories…
LongIMCDOct 2026
IMCD N.V.
Night Watch believes specialty chemical distributors are approaching an earnings inflection after a prolonged three-year bear market in chemicals. Customer inventories…
Letters covered
- Q3 2026 Investor LetterOctober 1, 2026
Source PDFs are not republished here; only extracted ideas and quotes.