Marex Group Limited
Stone Sentinel Capital continues to hold Marex after the company delivered record revenue and profitability. Trailing twelve-month return on equity reached 25%, supporting the…
MRX
3 published ideas on Marex Group Limited across 3 funds — 3 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Marex Group Limited: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Stone Sentinel Capital continues to hold Marex after the company delivered record revenue and profitability. Trailing twelve-month return on equity reached 25%, supporting the…
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…
Marex is a structural beneficiary of elevated commodity volatility and trading volumes. The company is taking market share, growing revenues, and is expected to earn well in…