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Research

Our Research teams oversee our investment process and the stocks, bonds and funds that we include in our portfolios.

In addition, our Fund Manager team publishes research articles on topics that are of specific interest to investors in our Funds.

It is a virtue of our size that we do not have to have an off-the-shelf view on every investment in the universe. Our process is highly targeted: we are snipers rather than having analytical armies. Instead, we concentrate our efforts on identifying the very best stocks, bonds and funds for our portfolios. Nor do we worry about the composition of stock market indices, believing that size is no guarantee of quality, and we like to think thematically rather than over-analysing shorter-term market noise.

Our focus is on blending quality, value and momentum, to identify attractive investments for our clients.

Innovation

A weekly financial markets blog written by the Hawksmoor Research Team.

That’s the answer… but what was the question again?

01 September 2025

Mid to high single digit percentage gains over June, July and August in the UK, US and wider international benchmarks made that a successful summer for most investors.

Mixed Data

18 August 2025

Data is a crucial foundation for our investment decisions, but what happens when the data is mixed and volatile?

Truth Hurts

11 August 2025

The chief executive of an AIM listed mining company walked out of a 1-1 meeting with me once. He had a license for a lithium mine in Portugal somewhere and was telling me that electric cars were going to be big, and lithium is a key part of the battery. What could possibly go wrong was the gist of it.

Thematic Research

A collection of "bite-sized" research articles exploring a variety of investment themes and opportunities.

Water Wonderful World

12 December 2023

Water as an investment theme is often overlooked, we (the human race) have set a goal to ensure the availability and sustainable management of water for all (Sustainable Development Goal 6). This is quite a feat considering only 3% of the water on Earth is fresh water and only 0.26% of that is concentrated in lakes, reservoirs and river systems where water is most easily accessible for our economic needs.

The doctor will see you now

08 July 2022

Healthcare is one of the biggest sectors in the global market, and for long-term investors, we think it can also be one of the best. It boasts some of the most innovative and exciting companies in the world, but it also has attractive defensive characteristics.

Chip Chip Hurray!

20 April 2022

Semiconductors are crucial to the modern world. They can be found in almost every electronic device. For that reason, understanding what semiconductors do, what shapes the industry, and the market dynamics within is paramount.

Jargon Busting

The investment world loves a flutter of jargon. It makes commentators sound ever so clever. Yet behind this flamboyant lexicon are often some fairly simple, easy-to-grasp concepts.

AIM Research

A selection of articles and commentary about the Alternative Investment Market from Hawksmoor's Head of AIM Services, Ian Woolley.

AIM’s Coming-of-Age Year

28 July 2021

There is no denying that AIM has had some difficult teenage years. And unquestionably there are still dark alleys in this market that are best avoided. Yet the past eighteen months have shown that AIM is growing up.

Investor Newsletter

Investor is our quarterly newsletter for private clients, which includes a range of articles including market updates, investment topics and features about what we do at Hawksmoor.

Funds Research

Our Fund Manager Team publishes research articles on topics that are of specific interest to investors in our Funds.

Hawksmoor Funds Update - March 2025

20 March 2025

Given the heightened political noise of recent weeks and stock market weakness, we thought a brief update on what we are thinking and doing in response might be useful to you and your clients.

Funds Crescendo

A weekly blog from our Fund Managers team about activity in the world of multi asset funds.

Glass half full

05 August 2025

People who know me best wouldn’t immediately think of me as a ‘glass half full’ kind of person.  In fact, I’ve been called Victor Meldrew plenty of times because I do like a moan!  However, we’ve noticed some unfair negativity towards investment trusts after a few recent news events and we think the sector deserves a more positive perspective.

Going Nuclear

25 July 2025

On Tuesday (22nd July) morning, core infrastructure trust International Public Partnerships (INPP) announced a new investment in Sizewell C, helping finance the construction, development and 60-year operations of a new nuclear plant capable of producing baseload low-carbon electricity that is anticipated to meet 7% of the UK’s forecast electricity needs.

Mansion House Reaction

18 July 2025

Chancellor Rachel Reeves delivered her Mansion House speech this week. Others have written far more edifying commentary than we could ever muster, and so we limit ourselves to making one very simple point.

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