Morningstar released an interesting report last week about fund concentration. Broadly speaking it says that more concentrated funds tend to do less well which will probably come as a surprise to at least some people.
What we do
At Hawksmoor we specialise in providing high quality discretionary management services for Private Investors (and clients of Professional Advisers) including trusts, pension schemes and charities. We also manage Multi Asset Funds-of-funds and a series of risk-based ‘Model Portfolios’ for Financial Advisers.
How can we help you?
Private Investors: As a Hawksmoor client you can expect a high level of service from a reliable and dedicated investment team who are responsive to your needs and committed to the responsible management of your money.
Professional Advisers: If you are an Independent Financial Adviser, Solicitor or Accountant, we can work in partnership with you to provide effective solutions to managing your clients’ portfolios.
Saasmageddon?
Funds Crescendo blog: 20 February 2026
What are we doing about the impact of AI on our investments? This week Ben Conway summarises the arguments around the impact of AI. With strong views on both sides from well-informed and talented specialist investors, Ben explains why the team are not yet taking a view.
