What smart money is saying about Man Group
EMG.L
No fund has written a full thesis on Man Group in our archive, but 1 fund letter reports a position in it — most recently Jupiter UK Dynamic Equity Fund in September 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Man Group on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- September 2026
“If you have done well this year it is likely you have a portfolio skewed to these elements. You are likely also to have benefitted from some of the incredible amount of inbound M&A in the UK, which currently shows no real signs of stopping. Companies that traditionally would be seen as defensive and reasonably high quality in that they have strong market positions, embedded brands, pricing power and non-cyclical demand drivers have not done well this year despite the challenging macro – see the healthcare or consumer goods sectors for details. UK Dynamic has not had a history of being majorly overweight banks, energy or commodities more broadly. Whilst this has been a headwind this year, we have regardless tried to keep moving forward by selecting a range of stocks which are true to the transformation ethos, are undervalued and might have exposures that can interest the broader stock market. Schroders, Man Group and Beazley have been strong financials for the Fund this year in place of banks.”
Man Group
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