Marlborough
Malborough Marlborough Global SmallCap
Aug 2026 → Oct 2026
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of Marlborough for every strategy.
Also held
- Fortrea
- thyssenkrupp
- Powell Industries
- Preformed Line Products
- Mueller Industries
- Thyssenkrupp
- Fortrea Holdings
- Daihen Corp
Its investment theses
- thyssenkruppOct 2026thyssenkrupp benefits from structural tailwinds and value-creating portfolio actions, while the market may be underestimating its earnings potential.
- Powell IndustriesSep 2026Powell Industries is a leading electrical equipment provider expected to benefit from grid, data centre, and electrification spending.
- Fortrea HoldingsAug 2026Fortrea Holdings is a global CRO benefiting from rising R&D spending, greater outsourcing and increasing trial complexity.