Tellworth Investments (“Tellworth”) is a BennBridge boutique, founded by experienced investment duo Paul Marriage and John Warren. Paul and John previously ran an established and multi-award winning UK equity long-short strategy with a long track record at Schroders and Cazenove Capital. Paul and John are now operating as fund managers for BennBridge, the appointed investment manager.
The award-winning UK equity long-short strategy has a long track record with an annualised return +10.2% since launch in May 2005. As specialists in UK small and mid-cap stock picking, the Tellworth team aim to build on previous success and strive to deliver strong investment returns.
Paul and John previously also ran the Cazenove UK Smaller Companies Fund, a multi-award leader in the UK long only small cap market.
Assets under management are £385m as at 2 October 2017.
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 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 Head of Data Driven Strategies
Seb will join 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.