Profile
Mr. James B.
Gerlis, CFA, is a Fund Manager & Responsible Investment Lead at Tellworth Investments LLP and a Head of Research & Responsible Investment at BennBridge Ltd.
He joined the company as an Equity Analyst in October 2017.
He is responsible for coordinating and progressing the research effort at Tellworth, in addition to finding and researching stock-specific investment opportunities and supporting in the overall management of portfolios.
Mr. Gerlis has 11 years’ investment experience, including seven years at BlackRock as an Equity Analyst role for the UK and Emerging Market fundamental equity teams.
He graduated from Balliol College, Oxford University with a degree in Economics and Management.
James Barry Gerlis active positions
| Companies | Position | Start |
|---|---|---|
BennBridge Ltd.
 BennBridge Ltd. Investment ManagersFinance BennBridge Ltd. is an investment management firm headquartered in London, UK. The firm was founded by Paul Marriage in 2017 as New 03 Ltd. They are a subsidiary of BennBridge Hold Co., Ltd., ultimately owned by Bangarra Group Ltd. in Australia. BennBridge develops and distributes actively managed equity funds and offers high-grade service and investment solutions to institutional and intermediary clients. | Director of Research - Equity | 2020-02-29 |
Tellworth Investments LLP
 Tellworth Investments LLP Investment ManagersFinance Part of Premier Asset Management Holdings Ltd., Tellworth Investments LLP is a British company that provides investment advice. The company is based in London, UK. The company was founded in 2017 by John David Warren, Paul Harvey Marriage. Helme Harrison has been the CEO of the company since 2023. Tellworth Investments was acquired by Premier Miton Group Plc on January 30, 2024 for $10.31 million. | Portfolio Manager-Equities | 2017-09-30 |
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| Private companies | 2 |
|---|---|
BennBridge Ltd.
BennBridge Ltd. Investment ManagersFinance BennBridge Ltd. is an investment management firm headquartered in London, UK. The firm was founded by Paul Marriage in 2017 as New 03 Ltd. They are a subsidiary of BennBridge Hold Co., Ltd., ultimately owned by Bangarra Group Ltd. in Australia. BennBridge develops and distributes actively managed equity funds and offers high-grade service and investment solutions to institutional and intermediary clients. | Finance |
Tellworth Investments LLP
Tellworth Investments LLP Investment ManagersFinance Part of Premier Asset Management Holdings Ltd., Tellworth Investments LLP is a British company that provides investment advice. The company is based in London, UK. The company was founded in 2017 by John David Warren, Paul Harvey Marriage. Helme Harrison has been the CEO of the company since 2023. Tellworth Investments was acquired by Premier Miton Group Plc on January 30, 2024 for $10.31 million. | Finance |
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