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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
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
(EU)reka!? Our take on the new Gold Rush
21 October 2025 | Tom O'Hara

The gold mining industry is looking like a magic money printing machine, but with more convincing fundamentals than that other contemporary instant money hack: AI-partnership announcements...

My Videos

Video

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Introducing GAM Invesments' European Equities Team
May 2025

Introducing GAM Invesments' European Equities Team