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Tom O'Hara

Tom O'Hara - Investment Director


Tom O’Hara, Investment Director, is responsible for the management of European Equity funds at GAM, alongside Jamie Ross and David Barker.

Before joining GAM Investments in May 2025, he spent seven years managing European equity funds at Janus Henderson Investors. Prior to this, he spent eight years as a sell side equity research analyst covering the metals and mining sector. He began his career in the treasury of Northern Rock plc. He received his BA degree (Hons) in economics from Newcastle University. He is passionate about the role of emerging technologies in shaping active investing and was an early investor in Quartr, a Swedish fintech platform, where he continues to serve as a non-executive adviser. He is based in London.

Tom O'Hara

My Insights

European Equities Blog
European banks: The new AI winners?
03 July 2026 | David Barker

Since OpenAI unveiled ChatGPT at the end of November 2022, investors have poured money into the companies building AI. Now they are starting to ask a different question: who is actually making money from it?

European Equities Blog
Beyond SpaceX: The overlooked European companies benefitting from the global space boom
04 June 2026 | David Barker

The excitement surrounding a potential SpaceX IPO has triggered a rush into anything linked to the space economy.

European Equities Blog
What has Iran changed, if anything?
07 May 2026 | Tom O'Hara

Since February's textbook "de-grossing" event in the run up to the Iran conflict, leadership has already re-concentrated into semiconductors, AI infrastructure and energy-related capital expenditure (capex), consumer sectors, airlines and defence lagged.

European Equities Blog
The New Energy Order - the thematic embrace of Oilfield Services
15 April 2026 | Tom O'Hara

Thematic Baskets are an important part of risk management frameworks; newly emerging themes can quickly change the nature of relationships between stocks and sectors, in a way that traditional multi-factor risk models are slow to capture.

My Videos

Video

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Introducing GAM Invesments' European Equities Team
May 2025

Introducing GAM Invesments' European Equities Team