Specialising in UK equities, aiming to capture alpha opportunities and deliver superior returns.

New Fund Launch LF Tellworth UK Smaller Companies Fund

Fund Managers: Paul Marriage & John Warren
Launch Date: 29th November 2018

About Us

Our Team

Paul Marriage

Fund Manager

Paul launched Tellworth Investments in October 2017. He joined Cazenove Capital in 2005 and became Head of UK Dynamic at Schroders in 2013 after the acquisition of Cazenove. Prior to this, Paul was Head of UK Small Cap investments at Insight Investments and an analyst at GH Asset Management. He has over 20 years of investment experience.

Paul graduated from University College, Oxford University with a degree in Modern History. 

John Warren

Fund Manager

John launched Tellworth Investments in October 2017. He joined Cazenove Capital in 2010, moving to Schroders in 2013 after the acquisition of Cazenove. Prior to this, John worked at UBS and Investec Bank and before this PricewaterhouseCoopers where he qualified as a Chartered Accountant. He has over 16 years of investment experience.

John graduated from Loughborough University with a degree in Economics and Accountancy. 

Stephen Nash

Equity Trader

Stephen joined Tellworth Investments in October 2017 as an Equity Trader. He joined Schroders in July 2013 as part of the takeover, having originally joined Cazenove Capital in 1989. Prior to this, Stephen worked at Instinet UK, Hoare Govett, Charles Stanley, Laurence Prust & Co and De Zoete & Bevan. He has over 30 years of experience trading UK equities.

James Gerlis, CFA

Equity Analyst

James joined Tellworth Investments in October 2017 as an Equity Analyst. His role involves finding and researching stock-specific investment opportunities and supporting in the overall management of portfolios. James has seven years of investment experience from BlackRock, where he was an Analyst in the UK Equity Team, covering both large and small-cap companies, as well as the Emerging Market Equity team, mostly focused on the Asia region.

James graduated from Balliol College, Oxford University with a degree in Economics and Management.

Seb Jory, CFA

Head of Data Driven Strategies

Seb joined Tellworth Investments as Head of Data Driven Strategies in January 2018. Prior to this, Seb was Head of Strategy and Stock Selection at Liberum, where he led a three-person team publishing strategy pieces and screens, periodicals and investment lists, with a focus on UK FTSE 350 equities. He started at Liberum as an Equity Analyst focused on UK small-cap. Previously, he traded corporate bonds at RBS.

Seb graduated from Bristol University with a degree in Mathematics and Economics. 

Insights

  • 14 November 2018

    Citywire Wealth Management
    Paul Marriage: 'Six small-caps I'm happy to buy right now' read more

  • Q2 2018

    Tellworth Insights
    Seb Jory: 'Is it time to start buying UK domestics?' read more

  • 26 April 2018

    Video Insight: Live with Paul Marriage and John Warren
    Watch here... read more

News

  • 16 October 2018

    Tellworth Investments launches UK Smaller Companies Fund
    Tellworth Investments LLP, a BennBridge boutique, is pleased to announce the upcoming launch of the LF Tellworth UK Smaller Companies Fund... read more

  • 8 November 2018

    Shares Magazine: Small cap fans: get ready for the return of champion investor Paul Marriage
    A well-known fund manager who in his previous job generated nearly four times as much money for investors than the broader market is back with a new fund... read more

  • 16 October 2018

    Citywire: Former Schroders small cap star to launch rival fund
    Star small cap investor Paul Marriage is launching a rival to his former Schroder UK Dynamic Smaller Companies fund at his new firm Tellworth Investments... read more

  • 4 July 2018

    Kepler Short-form report
    A UK equity long/short fund with a fundamental approach to stock picking, primarily focussed on small and mid-cap UK companies... read more

  • 20 February 2018

    Investment Week interviews Paul Marriage as he unveils plans for Tellworth Investments and warns of AIM bubble
    Tellworth Investments' Paul Marriage, manager of the UK Dynamic Absolute Return strategies, has warned of a bubble at the top end of the AIM market as a result of IHT funds... read more

  • 2 October 2017

    BennBridge launches first boutique partner Tellworth Investments with £385m
    Multi-boutique investment firm BennBridge Ltd ("BennBridge") is pleased to announce the launch of its first long-term strategic partner, boutique firm Tellworth Investments ("Tellworth")... read more

  • 2 October

    Investment Week: Marriage and Warren's boutique Tellworth launches with £385m
    Multi-boutique firm BennBridge has launched Tellworth Investments, the boutique led by former Schroders fund managers Paul Marriage and John Warren, with £385m in assets under management... read more

  • 1 June 2017

    BennBridge to be appointed investment manager on Schroders' UK Dynamic Absolute Return strategy
    BennBridge today announces it has agreed in principle with Schroders to become investment manager of both SARFCO* UK Dynamic Absolute Return Fund and SAS** UK Dynamic Absolute Return Fund, subject... read more

Awards

Fund managers Paul Marriage and John Warren have been recognised with a number or ratings and awards, including:

  • Sauren Fund Manager Golden Awards Ceremony

    2018 – Tellworth awarded two gold awards for excellent fund management in the ‘Absolute Return UK Equity’ category

  • FE Alpha Manager of the Year

    2018 - Tellworth Investments

  • EuroHedge Nominations

    EuroHedge (2017) - European Equity (under $500m)

    EuroHedge (2013) – Specialist Equity Fund of the Year

    EuroHedge (2012) – Long-term performance, equity strategies and Specialist Equity Fund of the Year

    EuroHedge (2008, 2009, 2011) – UK Equity Fund of the Year

  • Investment Week

    Winners of Investment Week’s UK Smaller Companies Manager of the Year award for 2013 & 2014

    Winners of Investment Week’s Absolute Return and UK Smaller Companies Manager of the Year award for 2013

  • Lipper Fund Awards

    Winner of ‘Equity UK small and mid-caps’ category over 3 and 5 years in the UK Lipper Fund Awards 2013

  • Portfolio Adviser Fund Awards

    Platinum Award 2014 for UK Equity and Absolute Return

    Gold Award 2013 for UK Equity

  • Moneywise Fund Awards 2013

    Highly Recommended (UK Smaller Companies)

  • Financial Express 2013

    Alpha Manager Rating for consistent outperformance

  • Citywire Selection Award

    Plus+ rated by Citywire (to 30/06/2014)

  • Morningstar OBSR Bronze rating

    An indication of excellence and serves to demonstrate a strong and disciplined investment process that will lead to long-term performance

CONTACT US

  • Ryan Durance

    Head of Business Development
    Phone:
    +44 (0) 20 7872 7602
    Email Ryan

  • Fay Dalby

    Director of Marketing & Investor Relations
    Phone:
    +44 (0) 20 7872 7608
    Email Fay

  • Helme Harrison

    Director of Business Development
    Phone:
    +44 (0) 20 7872 7605
    Email Helme

Eagle House
108-110 Jermyn Street, London SW1Y 6EE
www.bennbridge.com