This site uses cookies

To give you the best possible experience, the GAM website uses cookies. You can read full information of our cookie use here. Your privacy is important to us and we encourage you to read our privacy policy here.

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.

Related Articles

  • 11 July 2019

    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

    EM Equities: Regional review

    GAM Investments’ Tim Love outlines his latest regional views on emerging markets equities and highlights some of the specific country opportunities he sees currently.

  • 14 May 2019

    India: the world’s largest election

    GAM Investments’ Tim Love explores the Indian election process and the outlook for equities here as the world’s largest democracy heads to the voting polls.

  • 7 May 2019

    VARPS: Time For Reflection

    GAM Investments’ Tim Love reflects on the tremendous opportunities that exposure to frontier markets can offer and explains his views on the outlook for Vietnam, Argentina, Romania, Pakistan and Saudi Arabia in 2019, cautioning that close monitoring of such markets is essential.

  • 9 April 2019

    Retail: Where next?

    In recent years, the retail sector has undergone a major structural change owing to the rise of internet shopping and consumers engaging in new ways to shop. Some of GAM Investments’ fund managers discuss the select opportunities that exist within retail sector as its evolution continues.

  • 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

    GAM Investments’ Tim Love believes Indian equities could reap the benefits of Prime Minister Narendra Modi’s push to digitise the Indian economy as its vast population gains greater access to credit and to the e-commerce economy.

  • 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

    We asked a number of our fund managers which key events they are looking out for in 2019 and what the impact is likely to be for their respective asset class.

  • 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.

Scroll to top