GAM's Star Technology fund manager Mark Hawtin reveals his top five stockpicks for growth in media and tech.
His long-only offshore fund, which was launched in February this year and is domiciled in Dublin, plays on a specific story within the technology sector - a three- to four-year trend of internet enabled growth that was expected ten years ago before the tech bubble burst, but is only now materialising. Hawtin managed Marshall Wace Asset Management's technology fund before joining GAM in 2008. 1. Top of Hawtin's list is the sector's poster child Apple. The manager said Apple is uniquely positioned as a leading edge growth company but is trading on an incumbent-style multiple. "It spearhead...
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