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Tim Love

Tim Love - Investment Director

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.

Tim Love

My Insights

Investment Opinions 10 min read

START: Fundamentals behind our acronym

25 November 2020

Having coined the term START for a group of five leading technology companies in the emerging market (EM) equity universe, GAM Investments’ Tim Love discusses the fundamentals behind the novel acronym and compares START to the famous US FAANG names.

10 min read
Investment Opinions 9 min read

Introducing START: The EM equity equivalent of FAANG

20 November 2020

A cluster of EM stocks have bucked a broader EM equity decline in recent years. GAM Investments’ Tim Love has coined the name ‘START’ for the five companies and suggests they could present investors with a strong growth and value proposition compared to the well-known and much-publicised US FAANG names.

9 min read
Investment Opinions 10 min read

EM Equities: Why now? It is darkest before the dawn

09 June 2020

GAM Investments’ Tim Love provides eight reasons why EM equities look appealing and explains why he believes the asset class offers multiple offsetting positives to the post Covid-19 lockdown world.

10 min read
Weekly Manager Views 3 min read

Weekly Manager Views: Equities

05 May 2020

At GAM Investments’ Weekly Equities Meeting held on 4 May, Tim Love provided an update on emerging market (EM) equities and shared his outlook for the asset class.

3 min read