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Tim Love

Tim Love is the Investment Director responsible for GAM's emerging markets equity strategies.

Tim Love is the Investment Director responsible for GAM's emerging markets equity strategies. Prior to joining GAM in February 2012, he was a senior portfolio manager at CQS/Oceanwood where he managed long/short emerging markets equities. Prior to this, he managed a global long/short equity fund at Cazenove Capital Management. Previously, Tim Love held sell-side positions as head of global equity strategy at Deutsche Bank, head of strategy for global emerging markets at SG Securities Ltd, and head of emerging markets strategy and research at ING Baring Securities Ltd. Before that, he managed emerging markets equities portfolios at BlackRock (formerly Merrill Lynch Investment Managers) and at HSBC Asset Management. Tim Love holds a BA in Accountancy and Politics and trained as a chartered accountant at Pricewaterhouse. He is based in London.

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    GAM Talks Q3 2019: Why should investors consider your asset class?

    We asked a group of our portfolio managers a series of questions about their respective asset classes. This first video, in a series of three, examines why investors should consider their asset class.

  • 18 June 2019

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  • 14 May 2019

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  • 7 May 2019

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  • 9 April 2019

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  • 5 April 2019

    Weekly Manager Views

    At GAM Investments’ Weekly Investment Meeting held on 03 April 2019 the speakers were Michael Biggs, who provided a macro overview, Niall Gallagher, who outlined some of his areas of focus within the European equity arena, and Tim Love, who explained why he continues to feel optimistic about the outlook for Emerging Market equities.

  • 19 February 2019

    India’s digital revolution

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  • 10 January 2019

    Emerging market equities: under-owned, undervalued and under-rated

    Tim Love, investment director at GAM Investments, discusses the outlook for emerging market (EM) equities in 2019 and analyses where attractive opportunities are likely to lie in a potentially turbulent political and financial landscape.

  • 6 December 2018

    Outlook 2019: key events

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  • 30 October 2018

    Fund Manager Portrait: Tim Love

    Alongside his long-time colleague, Joaquim Nogueira, GAM Investments’ Tim Love has been managing emerging market (EM) equity portfolios for 22 years - and another 8 before that. It has proved a partnership that has prevailed through bad times and good and Tim is now optimistic that we stand on the cusp of a secular period of growth for EMs, questioning whether developed economies will be able to keep pace.

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