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Marlin Global April Return Boosted by AI Leaders Amazon and Alphabet

Marlin Global’s April Return Boosted by AI Leaders Despite Semiconductor Underweight

Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.
Claire Turing
13 May 2026