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.

Concentration Levels

02 March 2026

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.

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New Lunar Year, New Tariffs

23 February 2026

Last week was busy – Chinese New Year, the Winter Olympics closed with a record number of gold wins for GB (3), Fed minutes were released, and the US Supreme Court ruled Donald Trump’s 2025 tariffs were unlawful. Let’s begin…

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A Smaller Fistful of Dollars

02 February 2026

The dollar fell sharply again over the last week or so, having nudged slightly higher in the very early part of the year and currently sits at $1.38 to the pound, the lowest it has been since 2021.

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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.

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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.

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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.

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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.

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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.

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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.

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Funds Research

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

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Funds Crescendo

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

Sowing seeds while it is raining

06 March 2026

It goes without saying that the movements in financial markets pale into insignificance compared to the awful scenes and loss of life in the Middle East. In this week’s Crescendo, Daniel Lockyer explains what the Hawksmoor Fund Managers are thinking about and doing in the Funds in response.

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Saasmageddon?

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.

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Action Bias

13 February 2026

When the short-term performance of an investment trust is poor, there is a temptation for investors, fund managers and the independent directors to ‘do something’ to try to turn things around. We hope current Boards have learned lessons from others’ mistakes of the past and that any action is in consultation with shareholders.

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Research

Innovation

Concentration Levels

New Lunar Year, New Tariffs

A Smaller Fistful of Dollars

Thematic Research

Water Wonderful World

The doctor will see you now

Chip Chip Hurray!

Jargon Busting

AIM Research

AI: Navigating Paradox and Profit in the ChatGPT Era

AIM Research - Q2 2022

AIM’s Coming-of-Age Year

Investor Newsletter

Investor Winter 2025

Investor Summer 2025

Investor December 2024

Funds Research

The Hawksmoor Funds – 2025 Review and 2026 Outlook

There’s more than one game in town

Time for a Different Approach - Redux

Funds Crescendo

Sowing seeds while it is raining

Saasmageddon?

Action Bias

How we invest

How can we help Professional Advisers?

How can we help Private Investors?

Awards

Our People

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