The new GAM Investments european equities team
Tom O’Hara, James Ross and David Barker have joined GAM Investments from Janus Henderson Investors.
The trio have taken over the management of the flagship GAM Star European Equity and GAM Star Continental European Equity funds.
Tom O’Hara, who is now investment director for European equities at Gam, said the trios approach will remain consistent with their past and remain committed to delivering a core, flexible and style-agnostic strategy.
Before joining GAM in May, Mr O’Hara spent seven years managing European equity funds at Janus Henderson Investors. Other previous roles include eight years as a sell-side equity research analyst.
David Barker has joined GAM as an investment manager. He was previously a research analyst on the European equities team at Janus Henderson, a position he had held since 2021. Other previous roles include research analyst specialising in aerospace, defence and industrials at Bank of America Merrill Lynch.
Jamie Ross has also joined GAM as an investment manager. He was previously portfolio manager on the European equities team at Janus Henderson Investors, a position he had held since 2016. Previous roles include portfolio manager on the UK equities team for Janus Henderson where he started his financial services career in 2007.
Elmar Zumbuehl, group GEO of GAM Investments, said the team have arrived at a good time. He said: “Their arrival significantly strengthens our specialist active equity offering and with investor interest returning to Europe, we see this as a powerful step forward for GAM’s specialist active equities platform and our clients.”
Jamie Ross said the team believe the macro backdrop is shifting decisively in Europe’s favour.
He said: “For decades, cheap valuations alone weren’t enough to catalyse change in Europe. But that’s no longer the case. Geopolitical realignment sparked, in part, by the return of Donald Trump who has done more for EU unity than any post-war president.
“We’re seeing a more assertive Europe: a looser fiscal stance in Germany, more coherent messaging from EU leaders, and growing momentum for innovation, investment, and regulatory simplification.
“Europe has a generational opportunity to redefine itself that demands cohesive action across industrial policy, energy security and tech sovereignty. These shifts will create a new generation of winners across the region. We believe this marks a key turning point for the European equity market.”