
What smart money is saying about London Stock Exchange Group plc
5 funds in our archive have pitched London Stock Exchange Group plc — most recently Oakmark International Fund in March 2026.
London Stock Exchange Group plc engages in the market infrastructure business primarily in the United Kingdom, the United States, other European countries, Asia, and internationally. The company operates through three segments: Data & Analytics, Capital Markets, and Post Trade. It operates a range of international equity, fixed income, exchange-traded funds/exchange-trading, and foreign exchange markets, including London Stock Exchange, AIM, Turquoise, CurveGlobal, FXall, and Tradeweb. The company also provides information and data products, such as indexes, benchmarks, real time pricing data and trade reporting, and reconciliation services, as well as network connectivity and server hosting services; market trading services; and clearing, risk management, capital optimization, and regulatory reporting solutions. In addition, it offers media training, events space, and studio hire services. Further, the company licenses capital markets; installs software; and provides maintenance services. London Stock Exchange Group plc was founded in 1698 and is headquartered in London, the United Kingdom.
Fund coverage · 5 theses
- Oakmark International FundMarch 2026
London Stock Exchange Group plc is a defensive, vertically integrated market infrastructure and data franchise with recurring revenues and margin/FCF tailwinds, undervalued amid overstated AI risks.
Read the full thesis - Eagle Capital ManagementMarch 2026
London Stock Exchange Group is a critical market infrastructure business with dominant positions, high margins, and AI-related upside.
Read the full thesis - Brown Advisory Global Leaders Sustainable FundMarch 2026
London Stock Exchange Group plc is viewed as undervalued, supported by a strong proprietary data moat and new product innovation.
Read the full thesis - Eagle Capital ManagementSeptember 2025
LSEG is well-positioned for growth and margin expansion, with a resilient business model and strong management, despite recent market concerns over AI, leading to an expected ~20% multi-year IRR.
Read the full thesis - Guinness Global InnovatorsDecember 2024
LSEG is a diversified, high-margin financial services firm with a strong focus on data solutions and recurring revenues, benefiting from a resilient business model and multiple growth drivers.
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