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Marlin Global Gains as Software Rebound Lifts August Portfolio

6:41am on Friday 11th of September, 2026 AEST Investment Management
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Marlin Global Gains as Software Rebound Lifts August Portfolio

6:41am on Friday 11th of September, 2026 AEST
Key Points
  • 3.0% gross performance return versus 2.5% benchmark gain
  • Adjusted NAV rose 2.8% in August
  • Salesforce gained 40% and Tyler Technologies 20%
  • Tencent fell 5% amid surging AI investment
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