Skip to main content

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
Europe’s HALO effect: Finding resilience after a tough geopolitical summer
08 October 2026 | David Barker

Headlines over the summer were challenging for Europe. Hope for resolution in the US-Iran conflict peaked at the start of July, with oil prices falling close to USD 70 per barrel before rapid re-escalation took prices back above USD 100, reigniting inflation fears.

European Equities Blog
European banks: The new AI winners?
03 July 2026 | David Barker

Since OpenAI unveiled ChatGPT at the end of November 2022, investors have poured money into the companies building AI. Now they are starting to ask a different question: who is actually making money from it?

European Equities Blog
Beyond SpaceX: The overlooked European companies benefitting from the global space boom
04 June 2026 | David Barker

The excitement surrounding a potential SpaceX IPO has triggered a rush into anything linked to the space economy.

European Equities Blog
What has Iran changed, if anything?
07 May 2026 | Tom O'Hara

Since February's textbook "de-grossing" event in the run up to the Iran conflict, leadership has already re-concentrated into semiconductors, AI infrastructure and energy-related capital expenditure (capex), consumer sectors, airlines and defence lagged.

My Videos

Video

Watch

Introducing GAM Invesments' European Equities Team
May 2025

Introducing GAM Invesments' European Equities Team