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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

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.

Our People

8 min read

Fund Manager Portrait: Tim Love
30 October 2018

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.