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Mark Hawtin

Mark Hawtin - Investment Director


Mark Hawtin is the investment director responsible for running global long only and long/short funds investing in the disruptive growth & technology sectors.

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.

Mark Hawtin

My Insights

Investment Opinions

4 min read

The Disruptive Strategist - Semiconductors, storage and supply chains
03 June 2021

GAM Investments' Disruptive Strategist Mark Hawtin believes the semiconductor sector is not fully understood by the market and explains his view that the area can no longer be viewed as a homogenous group. He sees related thematic opportunities across a range of industries - it is about who uses the product rather than who makes it.

Investment Opinions

6 min read

Recovery, Rebound and Rotation: Equity Alpha in 2021
27 May 2021

On 14 May, GAM Investments hosted an event titled ‘Recovery, Rebound and Rotation’. Three of our investment experts, Mark Hawtin, Swetha Ramachandran and Chris Sellers, discussed equity market rebounds and rotations and shared outlooks for their respective asset classes going forward.

Investment Opinions

8 min read

The Game Changers: Equity Alpha in 2021
13 May 2021

On 29 April, GAM Investments hosted an event titled ‘The Game Changers: Equity Alpha in 2021’. Led by Matt Williams, Head of Equity Investment Specialists, three of our investment experts, Jian Shi Cortesi, Mark Hawtin and Niall Gallagher, shared their thoughts on the changing opportunity set they believe may help in generating alpha.

Investment Opinions

6 min read

The Disruptive Strategist – Apps, advertising and the importance of data access
11 May 2021

GAM Investments’ Mark Hawtin and the Disruptive Growth team discuss upcoming changes around the way iPhone and iPad users will interact with advertisers and the potential impact on the constantly evolving advertising space.