Marlborough
Malborough IFSL Marlborough Global High Yield Fund
Aug 2026 → Aug 2026
Our archive holds 1 letter from this strategy and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Marlborough for every strategy.
What it bought and sold
CVS Health (CVS) & Voyager (EVRI): Trimmed these issuers given valuations are on the tighter end of their range and to capitalise on gains.
Verizon (VZ): added this new issue hybrid security as we viewed the bonds as offering compelling relative value versus comparable high yield issuers while benefiting from the credit profile of a high-quality investment grade issuer.
- New positionMeridianAug 2026
Meridian (MERIDI): added exposure to a high-quality, idiosyncratic data centre issuer backed by long-term lease commitments from an investment grade hyperscaler.
CVS Health (CVS) & Voyager (EVRI): Trimmed these issuers given valuations are on the tighter end of their range and to capitalise on gains.