Professional
Added to YB: 2026-01-16
Pitch date: 2026-01-02
MRX [bullish]
Marex Group plc
+36.22%
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 plc, 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
$3.2B
Pitch Price
$37.78
Price Target
N/A
Dividend
1.35%
EV/EBITDA
N/A
P/E
11.54
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Night Watch Investment Management Portfolio Holding: Marex Group plc
MRX (added to position): Futures Commission Merchant owned since 2024 IPO, now largest position after Q4 selloff on rate/volume concerns. Continues surprising with resilience & growth despite fears. Trades ~6x P/E (low for increasing moat, long growth runway) with ~30% ROE.
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