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.
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.
6 November 2018Be greedy when others are fearful*
Technology stocks have been fiercely punished in this recent market turmoil, but GAM Investments’ Mark Hawtin takes heart from how leading technology players recovered from the 2007/8 downturn to suggest now might be a good time to pick up some attractively priced stocks.
02 October 2018Blockchain: looking past the hype
There is far more to blockchain than the hype surrounding cryptocurrencies. GAM Investments’ Mark Hawtin, who completed the Oxford University / Saïd Business School Blockchain Strategy Programme earlier this year, believes the underlying technology could be a game changer for the technology space.
Thursday, June 28, 2018Seeking Out Disruptors
Q&A with GAM’s Mark Hawtin on disruption in the technology sector
Friday, June 22, 2018Weekly Manager Views
Please find below the notes from GAM’s Weekly Investment Meeting on 20 June 2018 – this week’s speakers were Mark Hawtin, commentating on the latest developments in the technology space, and Jonathan Stanford, with insights into the world of convertible bonds.