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REL.L · Industrials · Specialty Business Services

5 funds in our archive have pitched RELX — most recently Guinness Global Equity Income in March 2026.

Company profile

RELX PLC is a global enterprise that furnishes professional and business clients with sophisticated information-based analytics and decision-making instruments across North America, Europe, and other international markets. Its operations are organized into four primary divisions: Risk; Scientific, Technical & Medical; Legal; and Exhibitions. The Risk segment delivers advanced analytical and decision-support tools by integrating public and industry-specific content with cutting-edge technology and algorithms, empowering clients to evaluate and predict risks effectively. Through its Scientific, Technical & Medical segment, the company provides essential information and analytical insights, enabling institutions and professionals to foster scientific progress and enhance healthcare worldwide. The Legal segment offers comprehensive legal, regulatory, and commercial information alongside analytics, assisting customers in making well-informed decisions and boosting their operational efficiency. Furthermore, the Exhibitions segment manages a dynamic events portfolio, combining in-person interactions with data-driven and digital solutions to help attendees understand markets, source products, and finalize business transactions. Founded in 1903 and headquartered in London, United Kingdom, the organization operated as Reed Elsevier PLC before adopting the RELX PLC name in July 2015.

Fund coverage · 5 theses

  • Guinness Global Equity Income
    March 2026

    RELX is a data analytics leader with strong network effects and embedded workflows, offering attractive value after an AI-driven de-rating.

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  • The London Company International Equity
    December 2025

    RELX PLC has distinct proprietary data and niche dominance in growing verticals, suggesting AI disruption fears are overstated.

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  • Aoris
    December 2025

    RELX PLC provides proprietary data and software solutions enhanced by AI, with accelerating legal segment growth and strong strategic momentum supporting attractive forward returns.

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  • Aoris
    September 2025

    RELX is a transformative data and analytics provider that has evolved from a print publisher into a key player in various industries, leveraging AI to enhance productivity and decision-making for professionals.

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  • Artisan International Value Strategy
    December 2024

    RELX’s data-driven businesses remain strong, but AI-driven valuation expansion limits further upside.

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