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Stenham Asset Management's investment thesis on CME Group, Inc. ($CME) — Q2 2025 | Buyside Digest

$CMENYSECME Group, Inc.

BULL

Stenham Asset Management—CME

Fund Letter

Q2 2025

Published July 17, 2025

$285.80USD

+1.6% vs last month

$274.70Pitched

+4.0% since pitch

Market Cap$94.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Stenham Equity UCITS Fund delivered an 8.4% return in Q2 2025, bringing YTD performance to 9.2%. The fund underperformed...

— Kevin Arenson, Akshay Krishnan & Tim Beck

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