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Lukas Knuppel

Lukas Knüppel - Co-Manager and Investment Director


Lukas Knüppel, Investment Director, is a portfolio manager for Japan Equity and the GAM Star Japan Leaders fund.
Prior to joining GAM Investments in February 2017, he worked as an equity analyst for Notenstein Privatbank and Vescore AG for two years. Lukas holds a bachelor`s degree in Economics and Business Economics from the Maastricht University, and he is a CFA Charterholder. He is based in Zurich.
Lukas Knüppel

My Insights

Active Thinking
Active Thinking: Disco - Dancing to the tune of AI
07 November 2024

GAM Investments’ Japan Equities team discusses the opportunities artificial intelligence (AI) brings to the Japanese technology sector, citing Disco as a prime example.

Investment Opinions
Japan's Growth Opportunities in the Post-Pandemic Era
25 September 2024

The stars are aligning for Japanese companies from a global and domestic macroeconomic perspective. Ernst Glanzmann and Lukas Knüppel, Investment Directors, and Katsuya Takeuchi, Investment Analyst, Japan Equities, note that at the same time the market and many investors have not fully recognised the shift in earnings momentum towards quality growth companies that is occurring.

Active Thinking
Active Thinking: Japanese equities shining brighter
4 December 2023

Goro Takahashi and Lukas Knüppel, Investment Directors, Japan Equities, explore how various global and domestic factors have contributed to an optimistic outlook for the Japanese equity market.

Outlook 2024
Outlook 2024: Lukas Knüppel (Japan Equities)
December 2023

Japanese equities – Unique investment opportunities are emerging in Japan in quality companies at reasonable prices

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