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Marlin Global Outperforms Benchmark with 3.1% July Return Amid Semiconductor Sell-Off

7:26am on Monday 17th of August, 2026 AEST Investment Management
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Marlin Global Outperforms Benchmark with 3.1% July Return Amid Semiconductor Sell-Off

7:26am on Monday 17th of August, 2026 AEST
Key Points
  • July gross portfolio return +3.1%, benchmark down -3.6%
  • Semiconductor underweight cushions sharp sector sell-off
  • Microsoft, Dexcom, Amazon lead stock gains
  • Team expanded with two new analysts to boost research
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