Tag: quarterly_newsletter
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Marlin Global Beats Benchmark With +4.0% Gross Return in Volatile Third Quarter
Marlin Global's gross return of +4.0% beat its benchmark's -1.1% in Q3 2026, as the manager repositioned the portfolio to 36 stocks and added S&P Global, American Express and Broadcom.
BusinessFinancial MarketsBankingEconomyComputers and Internet Marlin GlobalNZXquarterly newsletterFisher Funds ManagementAshley Gardyneinvestment fund performanceportfolio holdings
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Barramundi Beats ASX200 Benchmark With +3.0% Gross Return in September Quarter
Barramundi's gross performance was +3.0% and adjusted NAV return +2.4% in the September quarter, ahead of the ASX200's +1.3%, with CSL, Ansell, MAAS Group and PWR Holdings among the strongest contributors.
BusinessFinancial MarketsBankingEconomyScience & TechnologyArtificial Intelligence BarramundiNZXASX200Fisher Funds ManagementRobbie Urquhartquarterly newslettershareholder returns