GAM Investments

GAM Investments has been shortlisted in four categories at the forthcoming Citywire Wealth Manager Investment Performance Awards 2024: Cautious, Balanced, Growth and Best Large Firm, reflecting the strong proposition our Wealth and Multi-Asset teams offer to clients. The awards, which are held in association with Asset Risk Consultants, recognise the companies that have delivered the best risk-adjusted returns for their clients over the three years to the end of June. Further details can be found here: https://ow.ly/2QVI50Tp265 Good luck to our fellow nominees. The awards will be announced on 18 October. #Awards #Wealth #Investment #AssetManagement

As an asset management group with a 40-year heritage, we invest our clients’ capital using active strategies across asset classes. In our Hyper Active series, we showcase GAM Investments managers adding real value for investors. This edition features Niall Gallagher, who explains how active management enables him to target stock-specific risk among Europe’s global winners, investing in line with five key themes defining what he terms the new investment era. You can read the article by clicking the link in the comments. #Investing #EuropeanEquities #ActiveInvestors #GAMinvestments #GAMEuropeanEquities #HyperActive For professional investors only. Capital at risk.

Patricia López Molina joins GAM Madrid to lead and strengthen distribution across Iberia. GAM Investments is delighted to announce that Patricia has joined as Head of Iberia Distribution, reporting to Rossen Djounov, Global Head of Client Solutions. GAM's dedication to serving professional investors across Iberian markets has been unwavering over the past 14 years. Since establishing our inaugural Madrid office in 2010, we look forward to Patricia leading the next stage in our journey. Patricia is an experienced business development professional with over 20 years in the asset management industry. She has a proven track record of leadership in sales and marketing for both liquid and illiquid strategies and has contributed to launching and designing fundraising strategies across a wide range of traditional and alternative assets. Patricia said, "I am truly delighted to join GAM Investments, where I am confident I can make a meaningful contribution to the growth of the Iberian market. I look forward to working in both alternative and traditional funds, leveraging GAM's unique capabilities to offer clients the full potential and exclusivity that the firm provides. Spain and Portugal are crucial markets for our expansion, and I am committed to putting in the hard work necessary to drive success. With my extensive knowledge and experience in the financial markets, I am excited to build strong relationships with our clients and help them navigate their investment journeys." GAM’s investment performance is strong, with 79% and 88% of GAM’s invested assets under management beating their benchmark over three-year and five-year periods, respectively*. GAM focuses on meeting the future needs of our investors across Equities, Fixed Income, Multi-Asset, and Alternatives by offering distinctive and benchmark-beating investment strategies. "We continue to attract talented and seasoned professionals to improve and grow our local presence and service in the region", Rossen Djounov said, "We are thrilled to welcome Patricia to GAM Investments. Her extensive experience and proven track record will be invaluable as we continue to strengthen our presence in the Iberian market." *% of investment management AuM in funds outperforming their respective benchmark (excluding mandates and segregated accounts). Three and five-year investment performance as at 30 June 2024 based on applicable AuM. The assets under management analysed refer to onshore open-ended funds. Past performance is not a reliable indicator of future results. (Link to English and Spanish Press Release in comments)

Welcome to this week’s round up of our Active Thinking: 🤸♀️ Hyper Active: Targeting stock-specific risk among Europe’s global winners – Niall Gallagher ☀ So what happened this summer? – Julian Howard 🎨🖌 US inflation paints a mixed picture – Julian Howard #assetmanagement #investmentinsights #GAMNewsletter

As an asset management group with a 40-year heritage, we invest our clients’ capital using active strategies across asset classes. In our Hyper Active series, we showcase GAM Investments managers adding real value for investors. This edition features Niall Gallagher, who explains how active management enables him to target stock-specific risk among Europe’s global winners, investing in line with five key themes defining what he terms the new investment era. Read more here: https://ow.ly/whAl50TmORB #Investing #EuropeanEquities #ActiveInvestors #GAMinvestments #GAMEuropeanEquities #HyperActive For professional investors only. Capital at risk.

Arun Shetty, Head of Wealth Management, and Julian Howard, Chief Multi-Asset Investment Strategist at GAM Investments, talked to Joseph Wilkins of FT Adviser on the subject of asset allocation and US equity exposure. You can read the article here: https://ow.ly/Bm2m50TmEBu #AssetManagement #Investing #Wealth #AssetAllocation #Equities

Welcome to this week’s Insight in Focus: The Chinese stock market is still facing challenges. But, given the ongoing transformation of China’s economy, GAM Investments’ Jia Shi Cortesi is seeing some attractive opportunities for investors. Jian highlights China’s shift towards digital and green growth, with BYD's innovative impact in the electric vehicle sector a prime example. #AssetManagement #Investing #Equities #China #Transformation #BYD #EV For professional investors only. Capital at risk.

GAM Investments is happy to announce it has appointed Andrea Astone as Client Director, focusing on wholesale clients in French and Italian speaking Switzerland. He joins from Columbia Threadneedle Investments, where he was Head of Global Strategic Relationships & Head of Responsible Investment Distribution. Andrea brings more than 16 years’ experience in fund sales with a proven track record in various client and product segments. He will make a significant contribution to achieving GAM’s ambitious growth targets in the Swiss core market and providing clients with a first class service. He is based in GAM’s Geneva office. Andrea said: “GAM Investments impressed me with its existing portfolio of high-quality products. I was particularly convinced by the ambitious targets in the segment of alternative investments, as I have extensive experience with hedge funds and private markets investments. GAM's fund offering and consistent outperformance of benchmarks reflect its commitment to providing excellent investment solutions." GAM continues to build and strengthen its global distribution capabilities, and further new hires will be announced in coming weeks. #AssetManagement #Investing #Distribution #Switzerland #Wholesale

GAM Investments is pleased to announce the appointment of both Duncan Bulgin and Josh Sambrook-Smith as Investment Managers to the Global Equity team led by Paul Markham. Duncan and Josh have joined the firm as part of the strategic expansion of the team, which will offer a highly experienced Global Equity capability to clients as well as managing GAM’s Disruptive Growth strategy. Both are based in London. Duncan was previously a senior portfolio manager on the Global Equity team at Newton Investment Management and has more than 20 years’ experience in equity research. Josh, with 15 years of equity analysis experience, joins from Sarasin, where he spent 10 years leading on global TMT with a focus on hardware and software companies. Paul Markham, Investment Director and head of the Global Equity team, said, “I am delighted to welcome Duncan and Josh to GAM and am excited to boost the team with these talented and senior additions. We look forward to working together and in partnership with our current and prospective clients.” #AssetManagement #Investing #Appointment #Disruption #GlobalEquities

The S&P 500 hit an all-time high before dropping -8.2% from mid-July to early August. However, stock markets recovered quickly as September approached. With the dust settled, it's worth considering if there are any lessons to be learned. GAM Investments’ Julian Howard guides you through what happened and what it could mean going forward. Read more here: https://ow.ly/Aone50Tk31B For professional investors only. Capital at risk. #Investing #GAMinvestments #Technology #AI #JPY