Marlborough
Malborough Marlborough Special Situations
Sep 2026 → Oct 2026
Our archive holds 2 letters from this strategy and positions in 7 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.
Performance
as of Sep 30, 2026 · GBP · P
- YTD+3.3%index +4.1%
Index: FTSE AIM
| YTD | |
|---|---|
| Malborough Marlborough Special Situations | +3.3% |
| FTSE AIM | +4.1% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
- TrimmedMolten VenturesOct 2026
During the month, we increased our position in Playtech, the gambling technology company, and reduced our position in Molten Ventures, the private assets investment vehicle.
- AddedPlaytechOct 2026
During the month, we increased our position in Playtech, the gambling technology company, and reduced our position in Molten Ventures, the private assets investment vehicle.
During the month, we increased our position in Rightmove, the online property portal, and exited our position in Rentokil Initial, the pest control company.
During the month, we increased our position in Rightmove, the online property portal, and exited our position in Rentokil Initial, the pest control company.
WPP (+28%), the communication services business, and recent addition to the fund, rose after interim results suggested the management’s turnaround plan is progressing, as revenue and profit fell less than consensus expectations.