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Mark Hawtin

Mark Hawtin - Directeur des investissements


Mark Hawtin, directeur des investissements, dirige l'équipe Global Growth Equity. Il est responsable de la gestion des fonds mondiaux long only et long/short investissant dans les secteurs de la croissance et des technologies disruptives.
Avant de rejoindre GAM Investments en octobre 2008, il a été associé et gérant de portefeuille pendant huit ans chez Marshall Wace Asset Management, où il gérait l’un des plus grands hedge funds européens axé sur la technologie, les médias et les télécommunications. Auparavant, Mark Hawtin a travaillé durant sept ans chez Enskilda Securities, tout d'abord en tant que responsable des ventes, avant de prendre la responsabilité de l'activité actions internationales, encardrant les activités de recherche et de négoce paneuropéens et supervisant un quart de la division de la banque d'investissement. Il est basé à Londres.
Mark Hawtin

Mon avis

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

Opinions
The Disruptive Strategist: The AI capex bubble – is history repeating itself?
02 November 2023

Artificial intelligence (AI) is one of the most disruptive technologies of our time, but some of the AI-driven stocks are finding their valuations hard to justify. GAM Investments’ Mark Hawtin examines the AI capex bubble, citing examples from history of when a “build it and they will come” approach led to irrational exuberance and losses for many investors, but ultimately some long-term gains for disruptors.

Active Thinking
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.

Opinions
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.