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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Steve JohnsonForager International Shares Fund | Marex Group PLC $MRX• NYSE | Investment Banking & BrokerageCapital Markets | Forager International Shares Fund - MRX Marex Group PLC (NASDAQ:MRX) was the Fund's top contributor, adding 1.9% to returns. The global financial... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Harris "Kuppy" KuppermanPraetorian Capital Management | Marex Group PLC $MRX• NYSE | Investment Banking & BrokerageCapital Markets | Long MRX (Marex Group PLC) Marex focuses on trading solutions for mid-market commodities firms, hedge funds and futures speculators. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Roderick van ZuylenNight Watch Investment Management | Marex Group PLC $MRX• NYSE | Investment Banking & BrokerageCapital Markets | Long MRX (Marex Group plc) Despite short-term market panic regarding exposure to interest rates and volume risks, Marex has demonstrated robust resilience and growth potential. The manager capitalized... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Marcel GozaliStone Sentinel Capital | Marex Group $MRX.L• LSE | -- | Stone Sentinel Capital - MRX.L Marex's excellent track record attracted your manager's attention. In the past... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Roderick van ZuylenNight Watch Investment Management | Marex Group $MRX.L• LSE | -- | Long MRX.L (Marex Group) Our largest position remains Marex (MRX), which is a company that benefits enormously from the current market volatility. | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Harris "Kuppy" KuppermanPraetorian Capital Management | Marex Group PLC $MRX• NYSE | Investment Banking & BrokerageCapital Markets | Praetorian Capital Management 2025 Q4 (MRX) As mentioned, we have a croupier basket, where many of our stock exchange and brokerage positions are lumped into the Emerging Markets category. While Marex is... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Adam J. Peck, CFARiverwater Sustainable Value Strategy | Marex Group PLC $MRX• NYSE | Investment Banking & BrokerageCapital Markets | Riverwater Sustainable Value Strategy 2025 Q4 (MRX) Marex Group PLC (MRX) was held as a high-quality, diversified financial services platform with earnings resilience and strong performance in periods of elevated market volatility. We exited the... | BEAR | View Pitch → |
| Jan 8, 2026 | Fund Letter | Roderick van ZuylenNight Watch Investment Management | Marex Group PLC $MRX• NYSE | Investment Banking & BrokerageCapital Markets | Night Watch Investment Management 2025 Q4 (MRX) Marex (MRX) is a Futures Commission Merchant which we have owned since its IPO in 2024. During Q4, the... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Daniel GladišVltava Fund | Marex Group PLC $MRX• NYSE | Investment Banking & BrokerageCapital Markets | Vltava Fund 2025 Q3 (MRX) Vltava initiated a position in Marex, describing it as an underfollowed, high-quality global financial services platform benefiting from market volatility. With operations across... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.