Fund Manager biographies
More information on the experience and track record of our fund managers.
With assets under management in excess of £1 billion, Church House Investment Management is a fund and portfolio manager offering specialist services to individuals, financial professionals and institutions for over 20 years.
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Read more about our fund management team
More information on the experience and track record of our fund managers.
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. James is a Chartered Fellow of the Chartered Institute for Securities & Investment.
James has co-managed Tenax with Jeremy Wharton since 2007, UK Equity Growth since 2000 and Esk Global Equity from 2009.
He had a 14 year career in the City during which he worked in the Gilt market and co-founded an independent Gilt broker. He then spent 5 years as a professional investor in derivatives, trading a global macro derivatives book. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds Financial Express Alpha Manager status, something he has achieved nine years running, placing him in the FE Alpha Manager Hall of Fame.
Jerry has managed our Investment Grade Fixed Interest Fund since 2004 and has co-managed Tenax with James Mahon since inception of the fund in 2007. Jerry became CEO on 1st January 2022.
Fred joined Church House in September 2019 as co-manager of the Church House UK Equity Growth Fund and the UK Smaller Companies 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.
Rory joined Church House in 2012 and is a Fund Manager of Church House UK Equity Growth, the Church House UK Smaller Companies Fund and the Esk Global Equity Fund.
Rory began as an analyst on the Church House Tenax Absolute Return Strategies Fund under James Mahon and Jeremy Wharton. He sits on the investment committee and has been running UK and global equities since 2017.
Rory is a Chartered Fellow of the Chartered Institute for Securities & Investment and in 2018 he was named in Citywire’s Top 30 Under 30, class of rising stars in the asset management industry. Away from the office Rory farms in North Devon.
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