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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

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.

Investment Opinions

4 min read

The Disruptive Strategist – Factories of the future
03 August 2021

GAM Investments’ Disruptive Strategist Mark Hawtin says new ways of manufacturing will increasingly be led by innovative technologies, opening up exciting and differentiated investment opportunities.

Investment Opinions

4 min read

The Disruptive Strategist – what’s next for ecommerce?
27 July 2021

With increasing vaccination levels and economies reopening, GAM Investments’ Disruptive Strategist Mark Hawtin considers what a post-Covid-19 future might look like for the ecommerce sector following a period of significant change.

Weekly Manager Views

5 min read

Weekly Manager Views: Equities
23 July 2021

At GAM Investments’ latest Equities Meeting, held on 20 July, our managers shared their thoughts on the upcoming Tokyo Olympics and the potential effect of the current half-year earnings season on both European and global names.

My Videos

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.

Event Series

40 min watch

GAM UK 2020 Event Series - GAM Star Disruptive Growth
19 May 2020