Marlborough
Malborough Marlborough Multi-Cap Growth
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 9 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
- ExitedCarnivalSep 2026
We exited cruise ship operator Carnival, given increasing risks to the growth outlook amid continuing geopolitical uncertainty and higher energy prices.
We also added French engineering group Gaztransport & Technigaz.
We added several new holdings, including pharmaceutical group AstraZeneca, taking advantage of a share price fall following press reports of merger talks with Bristol Myers Squibb.