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Tim Love

Tim Love - Investment Director


Tim Love es el Investment Director responsable de las estrategias de renta variable en mercados emergentes.

Antes de incorporarse a GAM Investments en febrero de 2012, fue gerente de cartera sénior en CQS/Oceanwood, donde gestionaba la renta variable a largo y corto plazo de mercados emergentes. Previamente gestionó un fondo de renta variable global a largo y corto plazo para Cazenove Capital Management. Antes de eso, Tim ostentó distintos puestos de ventas como Director de la Estrategia de Renta Variable Global de Deutsche Bank, Director de Estrategia para Mercados Emergentes en SG Securities Ltd y Director de Estrategia e Investigación para Mercados Emergentes en ING Baring Securities Ltd. Previamente gestionó carteras de renta variable de mercados emergentes en BlackRock (antes conocido como Merrill Lynch Investment Managers) y en HSBC Asset Management. Tim tiene una licenciatura en Contabilidad y Política y se formó como contable público en Pricewaterhouse. Reside en Londres.

Tim Love

Mis reflexiones

Opiniones de inversión
Emerging market equities: Unleashing potential
13 March 2024

With the belief that emerging market equities are currently mispriced, undervalued and completely misunderstood, Tim Love, Investment Director, Emerging Markets Equities, thinks all that is missing is a ‘risk-on’ catalyst to unleash their potential. What kind of catalyst could that be?

Outlook 2024
Outlook 2024: Tim Love (Emerging Market Equities)
December 2023

Emerging Market Equities – Perceptions are way behind reality; the opportunity cost of missing a rally could be high

Pensamiento activo
Active Thinking
18 September 2023

GAM Investments’ Tim Love explains why he believes an active management approach is best-suited to emerging market equities and discusses the new world of opportunity the asset class offers sustainability-focused investors.

Opiniones de inversión
India’s ascendancy: Foreseeing India’s leadership in emerging markets for the next decade
06 July 2023

Tim Love, Joaquim Nogueira and Rachit Chirania of GAM Investments’ Emerging Markets Equity team believe India could lead emerging market outperformance over the course of this decade. They outline seven reasons why they think the country presents a rare secular and cyclical growth story at a time when major economies are struggling.

My Videos

Active Thinking

11:42 min watch

Emerging Market Equities – Tim Love
19 October 2023

Tim Love argues that emerging markets (EM) have fundamentally changed, as they have shifted from low-end manufacturing and commodities to high-end manufacturing and services. He believes the potential growth in EM could be unleashed by the weakening dollar and the Federal Reserve’s move towards a looser monetary policy.

Active Thinking

9:12 min watch

Emerging Market Equities – Tim Love
28 July 2023

As with global equities, emerging market stocks have been swept up in the artificial intelligence (AI) momentum. However, Tim Love looks beyond that to the opportunities within the reshoring theme and discusses the catalysts that could spark a long-term outperformance in emerging markets.

My Awards

People
GAM is proud to have once again been awarded three prestigious German Sauren Gold Medals
October 2021

Paul McNamara received his gold medal in the Absolute Return Emerging Markets segment, joined by Tim Love in the Emerging Market Equities category and Niall Gallagher for his European Equities strategy.

Find out more here.

People
Three GAM managers win gold medals at the Sauren Golden Awards 2020
October 2020

At this year's Sauren Golden Awards in Germany, Investment Directors Paul McNamara, Tim Love and Niall Gallagher were recognised for their performance in emerging market debt, emerging market equities and European equities, respectively.