The award-winning Marlborough European Special Situations fund invests in outstanding businesses of all sizes, but the team have a bias to small and micro-cap companies with what they believe is exceptional growth potential not yet identified by the vast majority of investors.
Manager David Walton and his highly experienced team seek to identify undervalued companies with high-calibre management and proven business models and then hold them for the long term. David believes quality smaller companies with excellent prospects are often overlooked by most investors simply because of their size.
What gives Marlborough European Special Situations a particular edge in the hunt for opportunities is the quality of the analysis conducted by David and his team and the depth of their engagement with companies. The fund (formerly Marlborough European Multi-Cap) earned the title Best European Equity Fund in the FT’s FTAdviser 100 Club Awards 2021.