Marlborough
Malborough Marlborough Global Corporate Bond
Aug 2026 → Aug 2026
Our archive holds 1 letter from this strategy and positions in 2 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
We added a position in African development bank (USD) which offered an attractive spread for a supranational AA-rated issue.
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.