Marlborough
Malborough Multi Cap Income
Aug 2026 → Aug 2026
Our archive holds 1 letter from this strategy and positions in 6 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 gradually reweighted this position to take profits as the shares reached those all-time highs.
- ExitedSylvania PlatinumAug 2026
We exited platinum miner Sylvania Platinum (-c.11.5%) as it proved unable to outperform either in production or prices realised even when commodity conditions were ideal.
Also held
- Games Workshop
- Morgan Sindall
- Discoverie
- Norcros