Skip to main content

David Barker

David Barker - Investment Manager


David Barker ist als Investment Manager bei GAM für das Management europäischer Aktienfonds verantwortlich.

Bevor er im Mai 2025 zu GAM Investments kam, arbeitete er seit 2021 als Research Analyst im European-Equities-Team von Janus Henderson Investors. Zuvor war er als Research Analyst mit Spezialisierung auf Luft- und Raumfahrt, Verteidigung und Industriewerte bei Bank of America Merrill Lynch tätig, wo er 2017 anfing.

David Barker hat einen BA-Abschluss in Geschichte vom Somerville College der University of Oxford. Er ist in London ansässig.

 
David Barker

Meine Insights

European Equities Blog
Biosimilars: One answer to cheaper healthcare
07 November 2025 | David Barker

The world has a healthcare cost problem - biosimilars and generics are part of the solution.

European Equities Blog
We love LLMs but we're also buying "AI Losers"
28 October 2025 | Tom O’Hara

LLMs (large language models) - which are enhanced pattern-recognition tools - do some wonderful things. We use Quartr as the AI-powered backbone of our stock research process.

European Equities Blog
Forming a Pan-European Space Champion
23 October 2025 | Tom O’Hara

Aerospace & defence giants Airbus, Leonardo and Thales combine their space businesses.

European Equities Blog
Cautious on the consumer but sportswear can earn its stripes
10 October 2025 | Tom O’Hara

We have generally been cautious on consumer exposure as many companies prioritised short-term profitability over brand positioning during the last five years.

Meine Videos

Video

zum Video

Wednesday, May 21, 2025