Eustace Santa Barbara, CFA
AA
9 Years of experience
Focus on high-quality firms at attractive prices
Current firm: Canaccord Genuity / Marlborough
Professional background
Joined Marlborough in 2013 from Close Brothers.
Educational background
Graduate of Harvard Univerity.
Performance
6.67%
Manager Annualised Return Since Inception
4.52%
Benchmark Annualised Return since Inception
Manager Performance
Manager
Benchmark
Dif.
Inception*
6.67%
4.52%
2.15%
5Y
0.08%
1.11%
-1.03%
*Inception date: 12/31/2013
Data as at 30 September 2022.
Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.
Marlborough Special Situations
Value investing using fundamental analysis
BenchmarkFTSE UK Small ex Investment Trusts
ClassClass P Acc
ISINGB00B907GH23
AUM1,175,691,717.65 €
Ongoing Charges0.79%