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

Active Thinking

4 min read

Active Thinking
13 December 2021

At GAM Investments’ latest Active Thinking forum, two of our brightest investment minds discussed the recent market selloffs and evolving trends within the luxury sector.

Active Thinking

3 min read

Active Thinking
11 October 2021

At GAM Investments’ latest Active Thinking Forum, two of our brightest investment minds discussed high levels of M&A activity and commented on the implications of Facebook’s recent outage.

Investment Opinions

5 min read

GAM Active Equity Series: Innovative Alpha Generation
21 September 2021

On 14 September, GAM Investments hosted the first of our GAM Active Equity Series events titled ‘Innovative Alpha Generation’. Three of our investment experts, Jian Shi Cortesi, Mark Hawtin and Niall Gallagher, discussed the impact of Chinese / Asian consumer growth on equity markets and also the ever-more pressing agenda for global decarbonisation.

Investment Opinions

4 min read

The Disruptive Strategist – Semiconductors: Is it really different this time?
10 August 2021

GAM Investments’ Disruptive Strategist Mark Hawtin believes a decision on whether to invest in the semiconductor market should no longer be sector based but rather industry specific.

My Videos

Quarterly Manager Videos

4:53 min watch

Disruptive Growth - Mark Hawtin
21 January 2022

Mark Hawtin looks back at the polarisation that occurred in 2021, and ahead to the further development of disruption this year, including Digital 4.0, highlighting opportunities in China and the SPAC market.

Quarterly Manager Videos

4:11 min watch

Disruptive Growth – Mark Hawtin
18 October 2021

GAM Investments’ Mark Hawtin reflects on China volatility in Q3 and discusses why he believes more traditional sectors, such as healthcare and industrials, will increasingly experience disruption.

Quarterly Manager Videos

4:27 min watch

Disruptive Growth – Mark Hawtin
16 July 2021

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.

Quarterly Manager Videos

5:34 min watch

Disruptive Growth – Mark Hawtin
29 April 2021

Mark Hawtin reflects on “a series of abnormal events” last quarter and highlights the key drivers of disruptive opportunities going forward.