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David Barker

David Barker - Investment Manager


David Barker, Investment Manager, is responsible for the management of European Equity funds at GAM.

Before joining GAM Investments in May 2025, he was a Research Analyst on the European Equities Team at Janus Henderson Investors, a position he had held since 2021. Prior to this, he was Research Analyst specialising in Aerospace & Defence and Industrials at Bank of America Merrill Lynch, where he started in 2017. David graduated with a BA degree in History from Somerville College, University of Oxford. He is based in London.

David Barker

My Insights

European Equities Blog
World Cup Winners: a new European equity theme for 2026
03 December 2025 | Tom O'Hara

It’s that time of year when the inescapable passage of time sees the transition from one calendar year to the next, and with it the inevitable demand for the entire investment industry to view the world in new ways.

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.

My Videos

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Introducing GAM Invesments' European Equities Team
May 2025

Introducing GAM Invesments' European Equities Team