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Tom O'Hara

Tom O'Hara - Investment Director


Tom O’Hara, Investment Director, is responsible for the management of European Equity funds at GAM, alongside Jamie Ross and David Barker.

Before joining GAM Investments in May 2025, he spent seven years managing European equity funds at Janus Henderson Investors. Prior to this, he spent eight years as a sell side equity research analyst covering the metals and mining sector. He began his career in the treasury of Northern Rock plc. He received his BA degree (Hons) in economics from Newcastle University. He is passionate about the role of emerging technologies in shaping active investing and was an early investor in Quartr, a Swedish fintech platform, where he continues to serve as a non-executive adviser. He is based in London.

Tom O'Hara

My Insights

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...

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.

Investment Opinions
Power surge
01 September 2025 | Tom O'Hara

As geopolitical tensions underscore energy security and the relentless rise of AI drives soaring electricity demand, nations face a pivotal moment to rise to the challenges. GAM’s European Equities team – Tom O’Hara, Jamie Ross and David Barker - believe this presents unprecedented investment opportunities in areas such as power infrastructure.

Investment Opinions
Pricing fatigue: First the consumer, now signs of deterioration elsewhere?
11 August 2025 | Tom O'Hara

Europe’s consumer slowdown is deepening as pricing fatigue spreads across sectors once deemed resilient, says GAM Investments’ European Equities team.

My Videos

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Introducing GAM Invesments' European Equities Team
May 2025

Introducing GAM Invesments' European Equities Team