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

Investment Opinions

6 min read

The Disruptive Strategist: Tesla - the Icarus Paradox
19 January 2023

The Icarus paradox, posited by Danny Miller in his 1990 book by the same name, refers to the phenomenon of businesses failing abruptly after a period of apparent success, where this failure is brought about by the very elements that led to their initial success. Mark Hawtin argues that Tesla fits this well as the company’s wings begin to melt after apparently having no bounds in stretching for the sun!

Outlook 2023

3 min read

Outlook 2023: Mark Hawtin (Disruptive Growth Equities)
December 2022

We have long observed that while growth stocks can perform well in periods of rate rises, they tend to perform poorly in periods of heightened uncertainty about the rate and exit level for rates; this was borne out for most of 2022.

Investment Opinions

5 min read

The regulatory crypto conundrum
28 September 2022

Regulation in the cryptocurrency space is a complex subject. Mark Hawtin, Investment Director, sees a number of possible outcomes, but stresses his view that oversight should not be placed exclusively in the hands of regulators.

Investment Opinions

6 min read

The Disruptive Strategist – Food as software
09 August 2022

A quarter of global emissions are connected to food and a third of food that is created goes to waste. Both these facts are driving the need for change on a huge scale. GAM Investments’ Mark Hawtin considers the future of food and explains why it looks set to be one of the most exciting prospects for the next 10-15 years.

My Videos

Active Thinking

04:15 min watch

Disruptive Growth – Mark Hawtin
03 November 2022

Mark Hawtin reviews the difficult environment for growth investors in the third quarter, examines current attractive valuations and considers how the progression of interest rates is likely to affect his asset class.

Active Thinking

4:12 min watch

Disruptive Growth – Mark Hawtin
21 July 2022

Mark Hawtin reflects on previous examples of growth companies hitting troughs before the broader market, and the opportunities this can offer.

Active Thinking

4:27 min watch

Disruptive Growth – Mark Hawtin
01 January 0001

Mark Hawtin gives his views on rotation within the sector as a result of concern about potential interest rate rises, new investment opportunities from Digital 4.0 and why the Chinese market will be a key focal point for the rest of this year.