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Mark Hawtin

Mark Hawtin - Gestor de Inversiones


Mark Hawtin, Director de Inversiones, es responsable de la gestión de fondos globales long only y long/short que invierten en los sectores de crecimiento disruptivo y tecnología.

Antes de incorporarse a GAM Investments en octubre de 2008, fue socio y gestor de carteras de Marshall Wace Asset Management durante ocho años, gestionando uno de los mayores hedge funds de tecnología, medios de comunicación y telecomunicaciones de Europa. Anteriormente, Mark trabajó siete años en Enskilda Securities, inicialmente como jefe de ventas, antes de asumir la responsabilidad del negocio de renta variable internacional, supervisando las actividades paneuropeas de investigación y negociación y alrededor de una cuarta parte del personal de banca de inversión. Trabaja en Londres.

Mark Hawtin

Mis reflexiones

Outlook 2024
Outlook 2024: Mark Hawtin (Disruptive Growth Equities)
December 2023

Disruptive Growth – We see a base case scenario that is very compelling for growth equities

Opiniones de inversión
The Disruptive Strategist: La burbuja del capital invertido en inteligencia artificial: ¿se repite la historia?
02 noviembre 2023

La inteligencia artificial (IA) es una de las tecnologías más disruptivas de nuestro tiempo, pero algunos de los títulos impulsados por la IA tienen valoraciones difíciles de justificar. Mark Hawtin, de GAM Investments, examina la burbuja de la inversión en IA y cita ejemplos históricos en los que el planteamiento de "constrúyelo y vendrán" provocó una exuberancia irracional y pérdidas para muchos inversores, pero en última instancia algunas ganancias a largo plazo para los disruptores.

Pensamiento activo
Active Thinking
04 October 2023

GAM Investments’ Mark Hawtin explains why, following a surge in AI-related share prices, he is reassessing the ‘picks & shovels’ approach to the sector. Mark also discusses why he is taking advantage of attractive valuations to dig deeper into China’s disruptors.

Opiniones de inversión
AI - The only thing that is certain is that nothing is certain
08 June 2023

Artificial intelligence (AI) is here and it is very real. GAM Investments’ Mark Hawtin outlines why he believes Chat GPT is “the iPhone moment for Digital 4.0”, as well as why he expects investment and opportunity in AI to explode.

My Videos

Active Thinking

07:19 min watch

Disruptive Growth – Mark Hawtin
19 October 2023

In this video Mark Hawtin updates us on the opportunities the shift to the ‘higher-for-longer’ interest rate environment presents, and why investors re-focusing on fundamentals should work to the advantage of disruptive growth companies.

Active Thinking

6:35 min watch

Disruptive Growth – Mark Hawtin
28 July 2023

Mark Hawtin reflects on the ripple effect from Nvidia’s Q1 results and discusses the prospects of a revaluation of duration assets in the second half of the year.

My Awards

People
Jian Shi Cortesi and Mark Hawtin shortlisted for Investment Week’s Fund Manager of the Year Awards 2021
May 2021

GAM’s Asia Growth equities and Disruptive Growth and Technology teams have been shortlisted for Investment Week’s Fund Manager of the Year Awards 2021.

A flagship event for the investment industry, the Investment Week Fund Manager of the Year Awards honour fund managers and groups who have demonstrated consistently strong performance for investors and whom the judging panel believe have the potential to continue to deliver for clients.

People
Three managers awarded FE fundinfo Alpha Manager Ratings
February 2021

GAM’s Niall Gallagher and Mark Hawtin and Anthony Smouha, CEO of Atlanticomnium, have been awarded FE fundinfo Alpha Manager Ratings. The Alpha Manager Rating is a quantitative rating that distinguishes the top 10% of UK fund managers across their career history.