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You are here: Manager factsheet

John Warren

 FE fundinfo Alpha Manager
Schroder UT Managers, Thesis Unit Trust Mgmt Ltd, Hedge Invest International Fun
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Manager profile
John Warren joined Premier Miton in June 2024. With Paul Marriage, John founded 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, Investec Bank and HSBC in UK equities and before this PriceWaterhouseCoopers.
Total return for John Warren
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : John Warren

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
John Warren 7.8 3.9 -2.4 12.7 5.6 9.3 -3.3 19.8 6.4 11.4
Peer Group Composite 9.4 -0.3 -4.0 8.2 5.4 4.6 -1.4 12.5 6.1 7.0
Over / Under -1.6 4.2 1.6 4.5 0.2 4.7 -1.9 7.3 0.3 4.4
Performance vs peer group composite: John Warren
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Tellworth UK Dynamic Absolute Return Co-managed IA Targeted Absolute Return since Sep 07 2009 to present
TM Tellworth UK Smaller Companies Co-managed IA UK Smaller Companies since Nov 29 2018 to present
TM Tellworth UK Select Co-managed IA Targeted Absolute Return since Dec 12 2019 to present
HI UK Select Co-managed FO Hedge/Stru Prod - Equity since Jan 01 2020 to present
Funds managed previously
Fund Periods
Schroder GAIA Tellworth UK Dynamic Absolute Return since May 16 2005 to fund close
Schroder UK Dynamic Smaller Companies since Sep 06 2010 to Jul 31 2017
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Invesco Perpetual UK Smaller Companies changes manager to Artemis By Emma Wallis  19-Dec-2024
Group Ignoring two-thirds of the market at your peril By Darius McDermott  17-Dec-2024
Fund What star UK equity managers are expecting from 2025 By Gary Jackson  16-Dec-2024
Group Global equity’s great defenders (who we may need again) By Emma Wallis  12-Dec-2024
Scottish Mortgage, Finsbury Growth & Income and other trusts with catalysts By Emma Wallis  10-Dec-2024
Group How did experts' 2024 fund picks pan out? By Matteo Anelli  09-Dec-2024
Group Funds for pessimistic investors to protect wealth in a downturn By Emma Wallis  06-Dec-2024
Group European funds for contrarians who think pessimism is excessive By Emma Wallis  04-Dec-2024
Group Redwheel’s Clay: I’d rather bet on designer handbags than semiconductors By Emma Wallis  22-Nov-2024
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group Redwheel’s Clay: Central banks will help governments to keep inflation elevated By Matteo Anelli  18-Nov-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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