Tim Love

Tim Love - Investment Director

Tim Love, Investment Director, is responsible for the Emerging Markets Equity strategies.

Prior to joining GAM Investments 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 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 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

8 min read

VARPS: An uncorrelated frontier market opportunity
07 September 2021

GAM Investments’ Tim Love provides an update on VARPS (Vietnam, Argentina, Romania, Pakistan and Saudi Arabia) and discusses the current investment case for each of the five markets.

Weekly Manager Views

3 min read

Weekly Manager Views: Equities
19 March 2021

At GAM Investments’ latest Equities Meeting, held on 16 March, two of our managers shared their thoughts on stock market volatility and value versus growth.

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.

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.

My Videos

Quarterly Manager Videos

5:13 min watch

Emerging Market Equities – Tim Love
21 January 2021

Tim Love examines the de-rating of the asset class last year, a more positive outlook for 2022 and the diversification benefits of emerging market investing.

Quarterly Manager Videos

6:31 min watch

Emerging Market Equities – Tim Love
18 October 2021

Tim Love describes a relatively tough year for emerging market equities and in particular China, but has a bullish outlook for the fourth quarter and comments on where he sees some of best opportunities in his space.

Quarterly Manager Videos

5:35 min watch

Emerging Market Equities – Tim Love
16 July 2021

Tim Love gives his outlook for the third quarter and comments on what he considers to be some of the best opportunities in the emerging market equity universe.

Quarterly Manager Videos

7:31 min watch

Emerging Market Equities – Tim Love
28 April 2021

Tim Love comments on a fascinating first quarter for emerging market (EM) equities and considers the key drivers shaping his positive outlook for the asset class going forward.