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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Marex maintained its excellent trajectory, reporting record revenue and profitability with 25% LTM ROE. Its former PE...
— Marcel Gozali
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Other investors who've written on Marex Group
Marex's excellent track record attracted your manager's attention. In the past...
Our largest position remains Marex (MRX), which is a company that benefits enormously from the current market volatility.
More institutional theses from Stone Sentinel Capital
Protasco Berhad is an infrastructure and engineering conglomerate based in Malaysia, primarily specializing in long-term road maintenance, construction, and property development. The manager maintains...
K. is a Japanese...
Chien Kuo Construction is a Taiwanese commercial and civil infrastructure contractor that operates an innovative capital allocation model pairing construction operations with a large investment portfolio. Stone Sentinel initiated...