Mark Hawtin is an Investment Director responsible for running global long only and long/short funds investing in the technology sector. Prior to joining GAM 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 Hawtin 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.
30 April 2019Technology: The disruptive opportunity for long/short investing
The disparity and polarisation of returns in disruptive areas of technology lend themselves to long / short investing, says GAM Investments’ Mark Hawtin. The types of megatrends which have occurred in industries such as retail and advertising may provide fertile hunting grounds for these strategies.
25 April 2019GAM Talks Q2 19: Navigating current market conditions
We asked a group of our portfolio managers a series of questions about their respective asset classes. This final video, in a series of three, asks them to discuss how they are approaching the current market environment in terms of investment themes
17 April 2019GAM Talks Q2 19: What are the main risks?
We asked a group of our portfolio managers a series of questions about their respective asset classes. This second video, in a series of three, considers what the main risks are currently.
16 April 2019Next wave of technology IPOs reveals the Emperor is scantily clad
A round of technology IPOs is generating much discussion among investors. GAM Investments’ Mark Hawtin looks at three of the most highly anticipated offerings.
22 March 2019Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 20 March 2019 the speaker was Mark Hawtin, who provided a fascinating insight into the latest developments in the technology arena.
1 February 2019Technology: we have only just begun
While there have been many dramatic changes in the tech sector of late, GAM Investments’ Mark Hawtin believes we are really only at the beginning of the cycle and there is plenty more to come, particularly from technologies such as blockchain.
3 January 2019Outlook 2019: Digitalisation and the internet
We asked three of our fund managers to highlight their key expectations for digitalisation and the internet in 2019.
20 December 2018Outlook 2019: Where else would you invest?
We asked a number of our fund managers where they would invest in 2019 if they could not invest in their own asset class.
13 December 2018Outlook 2019: Investing in a post-peak environment
We asked a number of our fund managers to outline the post-peak environment and consider what it means for their respective asset classes in 2019.
30 November 2018Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 28 November 2018 the speaker was Mark Hawtin, who highlighted the opportunities in the technology space from a valuation perspective.