GAM's Love moves overweight Turkey in 'guts and glory trade'
Despite capital controls risk
Tim Love of GAM
Tim Love, investment director and co-manager of the GAM Star Emerging Equity fund, has said Turkey remains an attractive investment case despite the ongoing political and economic issues the country faces.
Love currently has 2% of the fund invested in Turkey versus 0.3% for the MSCI Emerging Markets index, backing names like Halkbank and a number of "high-quality" growth stocks. On this "rare occasion",...
