Mark Hawtin

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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 – 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.

Investment Opinions

5 min read

The Disruptive Strategist - The Perfect (Storage) Storm
11 May 2022

It is widely quoted that 90% of all data was created in the last two years. As the fourth digital wave sweeps through industries, data creation is expected to increase exponentially. GAM Investments’ Mark Hawtin examines the integral role data storage plays in enabling Digital 4.0.

Active Thinking

9 min read

Active Thinking
14 March 2022

At GAM Investments’ latest Active Thinking forum, Mark Hawtin, Wendy Chen and Adrian Owens discussed the impact of the Russia-Ukraine conflict on their respective asset classes, the implications for the global economy, the inflation outlook, as well as how this informs their positioning.

Active Thinking

7 min read

Active Thinking
01 February 2022

At GAM Investments’ latest Active Thinking forum, three of our brightest investment minds discussed the pricing potential for luxury brands, the prospect of slower global economic growth and recovering investor sentiment towards China.

My Videos

Quarterly Manager Videos

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.

Quarterly Manager Videos

5:23 min watch

Disruptive Growth – Mark Hawtin
09 May 2022

Mark Hawtin reflects on a difficult quarter for growth stocks but looks ahead to what he feels are compelling opportunities in travel names and the Chinese markets.

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.