MoneyAM Fund Centre

Quick Stats

Fund Objective

Aim to provide long term (in excess of 5 years) capital growth, by investing in shares of small-sized UK companies. The Fund will invest at least 80% of its assets, directly or indirectly in shares of small-sized UK companies. These are companies that are domiciled, incorporated or have a significant portion of their business in the UK and, have a market capitalisation within the bottom 10% of the UK equities market. Fund managers Paul and John generate returns using a bottom up fundamental research approach.

Fund Managers

Paul Marriage

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

John launched Tellworth Investments in Q4 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 that PricewaterhouseCoopers where he qualified as a Chartered Accountant. He has over 17 years of investment experience. John graduated from Loughborough University with a degree in Economics and Accountancy.