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Investment Experts

Asset Allocation & Macro

Chief Economist: Larry Hatheway

Expertise: Macroeconomics and asset allocation

About: Larry is GAM’s Group Head of MAPS (Multi-Asset Portfolio Solutions) and Chief Economist. He plays a key role in asset allocation in the Multi-Asset Class Solutions business. Prior to joining GAM he was chief economist at UBS Investment Bank.

Video Link: Everyone faces inflation problems

Hepworth Charles

Fund Manager: Charles Hepworth

Expertise: Asset Allocation

About: Charles is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM he was a group director at Quilter.

Video Link: The Japan fund GAM’s A-rated Hepworth backs to exploit ‘Abenomics’

Mcdaid James

Fund Manager: James McDaid

Expertise: Asset allocation

About: James is responsible for developing and managing outsourcing solutions for UK independent financial advisors within GAM’s discretionary fund management service. Prior to joining GAM he was an investment manager at Quilter.

Mcdaid James

Fund Manager: Julian Howard

Expertise: Macroeconomics and asset allocation

About: Julian is an Investment Director in the Multi Asset Class Solutions (MACS) Team and a member of the MACS Asset Allocation Committee. Before joining GAM in March 2007, he worked in a range of investment communications roles at Henderson Global Investors, Insight Investment, Invesco Perpetual and JP Morgan Investment Management.

Equities

Bhaktuly Madhav

Fund Manager: Madhav Bhaktuly

Expertise: Indian equities

About: Madhav Bhatkuly is the Principal, Chief Executive Officer and Chief Investment Officer at New Horizon Investments. New Horizon Investments is a Mumbai-based investment management firm specialising in Indian equities. They run a long-only Indian equity strategy on behalf of GAM.

Fund Manager: Niall Gallagher

Expertise: European equities

About: Niall is manager of GAM’s European equity strategies. Prior to joining GAM in 2009, Niall managed European equities at BlackRock and T Rowe Price. He began his career as an economist at the Bank of England.

Video Link: GAM star ‘staggered’ by Greek recovery

Fund Manager: Mark Hawtin

Expertise: Technology

About: Mark has over 20 years of investment experience and manages GAM’s long-only and long/short technology strategies. He regularly comments on the technology sector. Prior to GAM, Mark worked for Marshall Wace, where he ran one of Europe’s largest technology hedge funds.

Video Link: Galaxy Gear Is a Bit of a Sideshow: Hawtin

Love Tim

Fund Manager: Tim Love

Expertise: Emerging market equities

About: Tim Love is responsible for GAM’s emerging market equity strategies. Prior to joining GAM, he was a senior portfolio manager at CQS where he managed long/short emerging markets equities.

Fund Manager: Ben Williams

Expertise: Asia-Pacific

About: Ben Williams is an Investment Director supporting Andrew Green in the management of the Global and UK Equity portfolios. He is also responsible for co-managing GAM's Pacific funds with Michael Lai. Prior to joining GAM in October 2002, he was a fund manager at Royal Sun Alliance Investments for six years

Video Link: Abenomics was last year’s story for Japan

Matt _Linsey

Fund Manager: Matt Linsey

Expertise: Emerging market equities

About: Matthew Linsey is Managing Partner and Lead Portfolio Manager at North of South Capital LLP. Prior to founding North of South Capital in 2004, Matthew was head of emerging markets equities at Deutsche Asset Management. North of South Capital runs an emerging market equity strategy for GAM.

Fixed Income

Biggs Mike

Fund Manager: Mike Biggs

Expertise: Emerging Market fixed income and currency

About: Mike Biggs is responsible for emerging market bond and currency long only and absolute return strategies. Biggs joined GAM in September 2013 from Deutsche Bank where latterly he was a global economist and equity strategist.

Gorman Caroline

Fund Manager: Caroline Gorman

Expertise: Emerging market fixed income

About: Caroline Gorman co-manages emerging market bond and currency long only and hedge fund strategies. Caroline joined GAM following its acquisition of the fixed income and foreign exchange specialist, Augustus, in May 2009.

Fund Manager: Tim Haywood

Expertise: Global fixed income

About: Tim runs GAM’s flagship absolute return / unconstrained bond strategy. Tim has 25 years of industry experience in the absolute return bond space.

Video Link: Good, bad and ugly bonds

Fund Manager: Paul McNamara

Expertise: Emerging market fixed income

About: Paul has over 12 years of industry experience and is the lead manager of the local emerging bond strategy.

Video Link: Why a Crisis in China Is Unlikely

Fund Manager: Denise Prime

Expertise: Emerging market fixed income

About: Denise Prime co-manages the emerging market bond, currency long-only and hedge fund strategies. Prior to joining GAM in April 2010, she worked as a portfolio manager at both Rogge Global Partners and Henderson Global Investors, focusing on emerging market debt.

Video Link: GAM’s Prime: Brazil’s new finance head is a boost for bond markets

Rickert Jon

Fund Manager: Jon Rickert

Expertise: Real estate debt financing

About: Jon Rickert is a member of GAM’s Real Estate Debt Finance Investment Team. He is responsible for managing the investment team and developing and executing real estate finance strategies. He joined GAM in October 2015 from Renshaw Bay, an alternative asset management and advisory firm, where he was head of real estate finance and managing partner.

Sheard Daniel

Fund Manager: Daniel Sheard

Expertise: Global fixed income

About: Daniel is responsible for the absolute return bond family of funds and joined GAM following its acquisition of Augustus in May 2009.

Fund Manager: Jeremy Smouha

Expertise: Corporate bonds and private clients

About: Jeremy is CEO of the London branch of Atlanticomnium, which manages multiple GAM bond funds. He was previously a director at GAM co-managing a range of GAM funds based on Managed Portfolios investment strategies. Jeremy was a founding member of GAM, joining in 1983. Prior to that, he was a fund manager of Asian equities at Arbuthnot Latham.

Alternatives

Fund Manager: Kier Boley

Expertise: Equity–focused hedge funds, including emerging markets

About: Kier is a manager and investment committee member in GAM’s Alternative Investments Solutions team, responsible for researching and selecting non-US equity hedge funds.

Fund Manager: Anthony Lawler

Expertise: Hedge funds, alternative investments

About: Anthony is a portfolio manager and investment committee member for GAM’s Alternative Investments Solutions team. He joined GAM in 2011 from Man Group where he was head of portfolio management. He has also worked for Prudential Securities and Merrill Lynch.

Video Link: Greek crisis: what it did for hedge funds

Wadhwani Sushil

Fund Manager: Dr Sushil Wadhwani

Expertise: Systematic investing

About: Dr Sushil Wadhwani CBE is the founder and CEO of Wadhwani Asset Management LLP, a London-based asset management company that specialises in systemic macro investing. He is responsible for managing a systematic macro strategy for GAM.

Asset Allocation & Macro

Fund Manager: Joachim (Joe) Corbach

Expertise: Currencies

About: Joe heads a currencies & commodities team at GAM in Zurich. He has 22 years of trading and investment experience in the area of currencies and fixed income. He is fluent in English, German and French.

Fund Manager: Reto Hintermann

Expertise: Multi asset class solutions / asset allocation and Swiss pension funds

About: Reto is responsible for institutional multi-asset class solutions and funds. Reto is fluent in English and German.

Equities

Fund Manager: Erdinç Benli

Expertise: Emerging market equities

About: Erdinç is co-head of the global emerging markets equities team. Erdinç has over 22 years of experience in the investment industry with a focus on European and emerging market equities. Erdinç is fluent in English, German and Turkish.

Fund Manager: Roberto Cominotto

Expertise: Energy, natural resources

About: Roberto is the lead manager of the Julius Baer-branded energy transition strategy and the co-manager of the natural resources strategy. Roberto’s expertise includes the renewable energy, traditional energy, and water sectors. Roberto is fluent in English and German.

Fund Manager: Christophe Eggmann

Expertise: Healthcare equities

About: Christophe manages a fund that invests in innovation-driven companies in healthcare industries. He has 20 years investment experience, of which 18 are in the global healthcare sector. He is fluent in English, German and French.

Video Link: US Treasury can’t restrain M&A boom says healthcare star

Fund Manager: Ernst Glanzmann

Expertise: Japanese equities

About: Ernst manages Japanese equity funds. He has more than 25 years of investment experience in the area and is fluent in English and German.

Hauselmann Daniel

Fund Manager: Daniel Häuselmann

Expertise: Swiss equities

About: Daniel is head of Swiss equities. He has 22 years of investment experience and is fluent in English and German.

Fund Manager: Mirjam Heeb

Expertise: Healthcare equities

About: Mirjam is a Senior Portfolio Manager in the equity healthcare team. She has more than 15 years investment experience and is fluent in English and German.

Fund Manager: Dr. Scilla Huang Sun

Expertise: Luxury brands

About: Scilla is the portfolio manager of the Julius Baer-branded luxury brands strategy. Scilla has been investing in luxury stocks for over 13 years, has a wealth of broadcast experience and regularly comments on the luxury sector. Scilla is fluent in English, German and French.

Video Link: China and the US Leading the Way in Luxury

Fund Manager: Oliver Maslowski

Expertise: German equities

About: Oliver is a portfolio manager for German equities. He has 16 years of investment experience and is fluent in English and German.

Fund Manager: Gianmarco Mondani

Expertise: EU Equities

About: Gianmarco is the Chief Investment Officer of the non-directional equity team, and co-manages developed Europe long and long/short equity funds. In addition to his role as CIO, Gianmarco is the CEO as well as a founding partner of GAM Investment Management Lugano SA (formerly Arkos Capital SA). Prior to establishing Arkos in January 2007, Gianmarco launched and co-managed the current Talentum and GAM Star (Lux) (formerly World Invest) offering at Banca Arner in Lugano. Gianmarco is fluent in English and Italian.

Fund Manager: Evelyne Pflugi

Expertise: Natural resources, energy

About: Evelyne is the lead manager of the Julius Baer-branded natural resources strategy and co-manages the energy transition strategy. She specialises in renewable energy, oil and gas services, mining, and agriculture. Evelyne is fluent in English and German.

Video Link: Swiss & Global AM’s Pflugi: why we are shunning gold

Fund Manager: Jian Shi Cortesi

Expertise: China

About: Jian manages the Julius Baer-branded China strategy. Within the emerging market equities team, she is the specialist for Asian equities. Jian is fluent in English and Mandarin.

Video Link: Swiss & Global AM’s Cortesi: tech and the consumer will save China

Fixed Income

Fund Manager: Gregoire Mivelaz

Expertise: Corporate bonds

About: Gregoire is a fund manager at Atlanticomnium and co-responsible for multiple GAM bond funds. He is fluent in English, French and German.

Fund Manager: Enzo Puntillo

Expertise: Global fixed income, emerging market debt

About: Enzo runs a number of global and emerging market fixed income strategies distributed under the Julius Baer brand. Enzo has 20 years of experience in the investment industry and is a frequent commentator on global and emerging bond markets. Enzo is fluent in English, German and Italian.

Video Link: Trade of the Day: Mexican Yields Attractive?

Fund Manager: Anthony Smouha

Expertise: Corporate bonds

About: Anthony is CEO of Atlanticomnium in Geneva, which manages multiple GAM bond funds. He also manages private client accounts. Anthony is fluent in English and French.

Fund Manager: Bernhard Urech

Expertise: Interest rates, inflation-linked bonds

About: Bernhard is responsible for fixed income interest rate investments in the Julius Baer-branded strategies. He has nearly 20 years of fixed income experience and is a specialist for inflation-linked bonds. Bernhard is fluent in English and German.

Video Link: What lies behind the EMD sell off

Alternatives

Lars Jaeger

Fund Manager: Dr Lars Jaeger

Expertise: Quantitative research

About: Dr Lars Jaeger is Head of Quantitative Research in GAM’s Alternative Investments Solution (AIS) team. Before joining GAM in November 2014, Lars Jaeger was the founding partner and co-CEO of Alternative Beta Partners AG. Lars is fluent in English, German and French.

Roberto Bottoli

Fund Manager: Roberto Bottoli

Expertise: Merger arbitrage

About: Roberto Bottoli is a Fund Manager in the non-directional equity team responsible for the management of GAM Star (Lux) Merger Arbitrage. Prior to joining GAM in July 2016, he spent 17 years at Allianz Global Investors, first in Milan, then in Frankfurt. During his time at Allianz, Roberto Bottoli was responsible for absolute return and multi asset portfolios.

Asset Allocation & Macro

Fund Manager: Antonio Anniballe

Expertise: Multi asset class solutions / asset allocation

About: Antonio Anniballe has been with GAM since 2005. He is member of the Multi Asset Class Solution team in Milan and co-manager of institutional segregated accounts and investment funds. Antonio is fluent in English and Italian.

Fund Manager: Massimo De Palma

Expertise: Multi asset class solutions / asset allocation

About: Massimo De Palma joined GAM in 2008. He is Head of the Multi Asset Class Solution team in Milan and runs mandates and funds for institutional clients. Massimo has 25 years of experience in the financial industry. Previously he was head of discretionary portfolio management in Milan at Deutsche Bank and BNP Paribas. Massimo is fluent in English and Italian.

Fund Manager: Paolo Mauri Brusa

Expertise: Multi asset class solutions / asset allocation

About: Paolo has been with GAM since 2008. He is member of the Multi Asset Class Solution team in Milan and co-manager of institutional segregated accounts and investment funds. Paolo has over 16 years of industry experience and prior to joining GAM he was portfolio manager at Deutsche Bank. Paolo is fluent in English and Italian.

Fixed Income

Fund Manager: Jack Flaherty

Expertise: Global fixed income

About: Jack Flaherty is responsible for the offshore absolute return / unconstrained bond funds and various segregated fixed income mandates. Prior to joining GAM in November 2008, Jack was a director at BNP Paribas. He was previously global co-head of credit fixed income and global head of emerging markets at UBS.

Video Link: Bond fund manager see opportunities in emerging market debt

Fund Manager: Tom Mansley

Expertise: US mortgage backed securities, mortgage sector specialist

About: Tom Mansley is an Investment Director specialising in the analysis and management of mortgage and asset backed securities (MBS and ABS). He joined GAM in June 2014 from specialist MBS and ABS manager Singleterry Mansley Asset Management.

Fund Manager: Alex McKnight

Expertise: Convertible bonds

About: Alex McKnight joined GAM in May 2009 and manages $2.5bn in Convertible Bonds, mostly within GAM’s absolute return / unconstrained bond strategy. Convertibles are a significant performance driver within the strategy, and as such Alex’s insights contribute to the overall positioning of the fund.

Fund Manager: Gary Singleterry

Expertise: US mortgage backed securities, mortgage sector specialist

About: Gary Singleterry is an Investment Director specialising in the analysis and management of mortgage and asset backed securities (MBS and ABS). He joined GAM in June 2014 from specialist ABS and MBS manager Singleterry Mansley Asset Management, which he co-founded in 2008 and at which he was CEO and co-CIO.

Video Link: Mortgage investor favors interest-only MBS securities

Alternatives

Fund Manager: Arvin Soh

Expertise: Hedge funds, alternative investments

About: Arvin is a portfolio manager in GAM’s Alternative Investments Solutions (AIS) team and specialises in trading investments. Prior to joining GAM in February 2005, Arvin was a manager within the pension group at Pfizer.

Video Link: Hurry Up and Wait When it Comes to Japan, China Stocks