MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s objective is long-term capital growth from a portfolio of UK smaller companies. It is actively managed without index or benchmark constraints. The policy is to invest in a portfolio of 35/40 investments with a focus on UK companies (incorporated or domiciled in the UK) with a market capitalisation in the range £250m to £2bn.

Fund Managers

James Mahon

James is the Chief Executive and Chief Investment Officer of Church House. He was instrumental in the establishment of Church House Investment Management in 1999 and brings many years of experience to his role. He became a member of the London Stock Exchange in 1980 and has held a number of senior posts including being a partner in stockbrokers Galloway & Pearson, a director of Hoare Govett and Managing Director of Archdale Securities. Working with the Investment Committee he is responsible for the overall asset allocation strategy for all client portfolios.

Rory Campbell-Lamerton

Rory joined Church House in September 2012, after graduating from Newcastle University with a BA Hons in Modern Languages. Sitting on the firm’s Investment Committee, Rory is primarily focused on global equity investment, co-managing the Church House UK Equity Growth Fund with Fred Mahon since 2019 and James Mahon since 2017. Rory is a Chartered Member of the Chartered Institute for Securities and Investment (Chartered MCSI).

Fred Mahon

Fred joined Church House in September 2019 as co-manager of the Church House UK Managed Growth Fund. Previously, Fred worked at JM Finn where he was manager of JM Finn’s multi-asset portfolios. Fred’s primary focus is on UK equities. Fred studied History at the University of St Andrews and is a CFA Charterholder.