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Mark Hawtin

Mark Hawtin - Investment Director


Mark Hawtin, Investment Director, leads the Global Growth Equity team. He is responsible for running global long only and long/short funds investing in the disruptive growth & technology sectors.

Prior to joining GAM Investments in October 2008, he was a partner and portfolio manager with Marshall Wace Asset Management for eight years, managing one of Europe’s largest technology, media and telecoms hedge funds. Mark previously spent seven years at Enskilda Securities, initially as head of sales, before taking responsibility for the international equity business, overseeing pan-European research and trading activities and around a quarter of the investment banking staff. He is based in London.

Mark Hawtin

My Insights

Outlook 2024
Outlook 2024: Mark Hawtin (Disruptive Growth Equities)
December 2023

Disruptive Growth – We see a base case scenario that is very compelling for growth equities

Investment Opinions
The Disruptive Strategist: The AI capex bubble – is history repeating itself?
02 November 2023

Artificial intelligence (AI) is one of the most disruptive technologies of our time, but some of the AI-driven stocks are finding their valuations hard to justify. GAM Investments’ Mark Hawtin examines the AI capex bubble, citing examples from history of when a “build it and they will come” approach led to irrational exuberance and losses for many investors, but ultimately some long-term gains for disruptors.

Active Thinking
Active Thinking
04 October 2023

GAM Investments’ Mark Hawtin explains why, following a surge in AI-related share prices, he is reassessing the ‘picks & shovels’ approach to the sector. Mark also discusses why he is taking advantage of attractive valuations to dig deeper into China’s disruptors.

Investment Opinions
AI - The only thing that is certain is that nothing is certain
08 June 2023

Artificial intelligence (AI) is here and it is very real. GAM Investments’ Mark Hawtin outlines why he believes Chat GPT is “the iPhone moment for Digital 4.0”, as well as why he expects investment and opportunity in AI to explode.

My Videos

Active Thinking

07:19 min watch

Disruptive Growth – Mark Hawtin
19 October 2023

In this video Mark Hawtin updates us on the opportunities the shift to the ‘higher-for-longer’ interest rate environment presents, and why investors re-focusing on fundamentals should work to the advantage of disruptive growth companies.

Active Thinking

6:35 min watch

Disruptive Growth – Mark Hawtin
28 July 2023

Mark Hawtin reflects on the ripple effect from Nvidia’s Q1 results and discusses the prospects of a revaluation of duration assets in the second half of the year.

My Awards

People
Jian Shi Cortesi and Mark Hawtin shortlisted for Investment Week’s Fund Manager of the Year Awards 2021
May 2021

GAM’s Asia Growth equities and Disruptive Growth and Technology teams have been shortlisted for Investment Week’s Fund Manager of the Year Awards 2021.

A flagship event for the investment industry, the Investment Week Fund Manager of the Year Awards honour fund managers and groups who have demonstrated consistently strong performance for investors and whom the judging panel believe have the potential to continue to deliver for clients.

People
Three managers awarded FE fundinfo Alpha Manager Ratings
February 2021

GAM’s Niall Gallagher and Mark Hawtin and Anthony Smouha, CEO of Atlanticomnium, have been awarded FE fundinfo Alpha Manager Ratings. The Alpha Manager Rating is a quantitative rating that distinguishes the top 10% of UK fund managers across their career history.