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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.

Don’t Wait

06 October 2025

I went to Norway last weekend for the first time, to go to a wedding. My son, his partner and I arrived in Oslo and were picked up by some friendly Norwegians and driven about an hour south-west down the southern coast.

To H-1B or not to H-1B

29 September 2025

A little over a week ago US President Donald Trump signed an executive order which will require US companies sponsoring H-1B visas to pay $100,000 per submitted application. The president has long talked about immigration into the US, both illegal and legal, however this is particularly interesting for the tech sector.

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.

Balancing Act

10 October 2025

As long-term investors in the investment trust sector, we are constantly weighing up the benefits of a short term boost to performance that corporate activity (M&A and share buyback programmes among other measures) provides and the desire for the sector to thrive long into the future so it can continue to be an ongoing source of alpha generation for our funds and clients.

There's more than one game in town

19 September 2025

We have been talking about the merits of blending to potential investors for some years and specifically the improved risk adjusted returns that can be harvested by combining passive multi-asset solutions with truly active ones such as those managed by Hawksmoor.

In a perfect world…

12 September 2025

We have a bugbear when it comes to how renewable infrastructure trusts report their net asset values (NAVs). They all use different assumptions!!!

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