This site uses cookies

To give you the best possible experience, the GAM website uses cookies. You can read full information of our cookie use here. Your privacy is important to us and we encourage you to read our privacy policy here.

OK

Mark Hawtin

Mark Hawtin - Investment Director


Mark Hawtin is an Investment Director responsible for running global long only and long/short funds investing in the technology sector.

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.

Mark Hawtin

My Insights

Investment Opinions 6 min read

WeWork IPO: a blurred line between hype and reality

Tuesday, October 15, 2019

The decision to withdraw the planned IPO of WeWork poses an interesting question of whether technology companies are becoming over-hyped once more. GAM Investments’ Mark Hawtin looks at the recent spate of disappointing IPOs in the technology space and considers whether the wave of irrational capitalism may be coming to an end.

6 min read
Weekly Manager Views 4 min read

Weekly Manager Views

20 September 2019

At GAM Investments’ Weekly Investment Meeting held on 18 September 2019 the speakers were Mark Hawtin, who discussed disruptive growth opportunities, and Ali Miremadi, who talked about the outlook for the global equities market.

4 min read
Investment Opinions 6 min read

Transport as a Service: a disruptive opportunity

3 September 2019

Transport as a service (TaaS) could represent an enormous disruptive opportunity, says GAM Investments’ Mark Hawtin. As the move from private vehicle ownership to vehicle sharing takes hold and efficiencies kick in there are likely to be some big winners and losers.

6 min read
Investment Opinions 5 min read

Technology: The disruptive opportunity for long/short investing

30 April 2019

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.

5 min read