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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.

No time for losers

16 March 2026

A recent report has highlighted the difficulty of active fund performance persisting over consecutive short periods, but the longer-term numbers in the same report tell a very different story.

Volatile Markets

10 March 2026

We are now 10 days into the Israel / US vs Iran conflict. Late yesterday there was news that a new Supreme Leader had been selected, Mojtaba Khamenei, the son of former Supreme Leader Ali Khamenei. Prior to selection both Israel and the US made threats, hinting the conflict would continue if they did not agree with who is chosen.

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.

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.

Funds Crescendo

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

Semi-liquid…..but only sometimes

13 March 2026

There has been a proliferation of private asset semi-liquid funds in recent years, and whilst these structures are a welcome addition to the investment landscape, they do not come without their pitfalls. Investment Trusts also offer access to private markets and with many trading on wide discounts to NAV offer an arguably more effective way of achieving exposure.

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.

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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