Marex Group Limited’s (MRX) Strong Performance Reflects Thesis Execution

Night Watch Investment Management, an investment management firm, released its third-quarter 2026 investor letter. The letter can be downloaded here. In Q3 2026, Night Watch Investment Partners LP reported a 0.84% appreciation net of fees, driven by a strong July despite a broader market downturn. However, gains were partially offset in September as inflation expectations rose. Night Watch employs a global value strategy focused on valuation discipline, investing in companies with...