Tim Love and Joaquim Nogueira have both left CQS to join GAM as Investment Director and Investment Manager, respectively.
Love and Nogueira join GAM’s London office to manage a UCITS product in the GAM Star range, an actively-managed long emerging markets equity fund expected to launch in the first quarter of 2012. The fund aims to profit from the inherent growth potential in emerging market economies.
Both join from CQS where they managed a long/short emerging market equity portfolio. Love and Nogueira bring more than 31 years of investment experience to GAM alongside a wealth of region-specific knowledge and a dynamic stock-picking investment style.
Love reports to David M Solo (pictured), Group Chief Executive Officer at GAM and Nogueira will report to Tim Love in his role as Investment Manager.
Solo says: “Emerging market equities present a compelling investment case given the breadth of opportunities to be potentially exploited – for example strong and differing growth rates across EM countries and the impact on both currencies and equity valuations. Tim and Joaquim’s active management approach has a track record of being able to capture these opportunities and we are delighted to have them on board.”
Love was a Senior Portfolio Manger at CQS, running a long/short emerging markets equity portfolio. Prior to joining CQS in 2009, he managed long/short emerging market funds at Cazenove Capital. He also was Head of Global Equity Strategy at Deutsche Bank in London for four years. Love holds a BA in Accountancy and Politics and trained as a chartered accountant.
Nogueira was a portfolio manager at CQS co-running emerging market equities with Love. Prior to CQS Nogueira co-ran the globalisation long/short equity fund at Cazenove Capital and was also employed as Love’s deputy in the Global Emerging Markets Equity strategy team at Deutsche Bank. Nogueira graduated with a degree in Mathematics and earned an MBA from the Cass Business School.
