Marlborough

Malborough Marlborough Global Corporate Bond

Aug 2026 → Oct 2026

Our archive holds 2 letters from this strategy and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in a year — follow all of Marlborough for every strategy.

What it bought and sold

  • New positionAfrican development bankAug 2026
    We added a position in African development bank (USD) which offered an attractive spread for a supranational AA-rated issue.
  • ExitedRTXAug 2026
    To fund this, we exited a position in RTX (EUR, Aerospace) that was short dated, had tightened, and was offering little further opportunity for more performance.

Also held

  • Marlborough Investment Management Limited
  • Investment Fund Services Limited

Every letter