Marlborough
Malborough Marlborough US Focus Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 8 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
During the second quarter, we added a new position in the Industrials sector with Trane Technologies, a leading provider of heating and cooling systems, building controls, and energy- related services.
Conversely, we sold our position in enterprise software company ServiceNow following a deterioration in fundamental factors.