Marlin Global has reported a gross performance of 6.7% and an adjusted net asset value (NAV) return of 5.9% for the quarter, outperforming its global benchmark, which was up 4.7%.
The company attributed the strong performance to the concentration of stock market returns in the US.
Amazon, Netflix, and Alphabet were among the top performers in Marlin's portfolio, while Icon and Danaher faced challenges due to a slower recovery in biotech research and development spending.
Marlin Global added Zoetis, a leader in animal health, to its portfolio during the quarter.
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