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Josh Sambrook-Smith

Josh Sambrook-Smith - Investment Manager


Josh Sambrook-Smith, Investment Manager, is a member of the Global Equity team led by Paul Markham.

Josh began his investment career in 2010 as an equity analyst at Putnam, covering sectors including telecoms and technology; before spending 10 years at Sarasin leading on global TMT with a focus on hardware and software companies. Over his time at Sarasin he outperformed his sectors significantly on an annualised basis. Josh graduated from the University of Birmingham with a BCom in Management and Economics, before achieving an MSc in Public Policy and Economics at the LSE. He joined the Global Equity team at GAM in September 2024.

Josh Sambrook-Smith

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Investment Opinions
AI: A Multi Billion Dollar Opportunity
23 October 2025 | Josh Sambrook-Smith

Huge amounts are being committed to investments in artificial intelligence. Josh Sambrook-Smith, Investment Manager, Global Equities, discusses what this could mean for various parts of the AI ecosystem and where he and the team are seeing opportunities to take advantage.

Active Thinking
Active Thinking: AI's Android Moment
10 March 2025 | Josh Sambrook-Smith

Artificial intelligence’s (AI) warp-speed evolution could reshape entire industries, creating unprecedented opportunities for investors.

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AI: A multi-billion dollar opportunity
October 2025

Huge amounts are being committed to investments in artificial intelligence. Josh Sambrook-Smith, Investment Manager, Global Equities, discusses what this could mean for various parts of the AI ecosystem and where he and the team are seeing opportunities to take advantage.

AI: A multi-billion dollar opportunity