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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 Jim Wood-Smith, CIO Private Clients & Head of Research.

Dashing off

18 January 2021

The United States is still the foremost economy and military power known in the Universe. That is quite a mantle. The weekend’s leaks to the media tell us that Biden intends to start with a flurry of executive orders, not only to get a grip on the virus and vaccinations, but also to rejoin COP21.

A storming week

11 January 2021

Pandemic-wise, it is all about the vaccines and 2022. The markets are saying that they are not bothered about how bad things get in the first quarter, and possibly first half, of this year. What matters is that we are all vaccinated in time for next year.

Holidays are coming

04 January 2021

A very Happy New Year to everyone. The weather outside may be frightful, but Innovation will always be delightful. Or at least that is our aim as we head off into the challenges of 2021.

Thematic Research

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

Every cloud

11 September 2020

According to The World Economic Forum we are on the brink of Industry 4.0, a ’Fourth Industrial Revolution’ that will fundamentally alter the way we live, work, and communicate with one another. Found at the heart of this transformation, cloud technology has a unique position as an enabler for other technologies to flourish.

Game on

07 May 2020

Even before governments put us all under COVID-19 lockdown, video gaming was one of the fastest growing entertainment sectors. Indeed, in January 2019 the Entertainment Retailers Association announced that sales of games in the UK had for the first time overtaken the combined sales of music and film.

Power to the People

20 February 2020

Ever since the 1926 Electricity (Supply) Act, Great Britain has distributed electricity via a single connected grid spanning the nation: a vast network of equipment and cables for virtually all producers and consumers to utilize. Crucially, for the first time, voltage and frequency were standardized for all stakeholders.

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.

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.

Investor Winter/Spring 2021

15 January 2021

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

Underneath the Arches: Autumn 2020

14 October 2020

Sometimes it is important just to focus on the simple and the nice message. Investment markets have, by and large, behaved well in the past three months. Phew. There is a predictable myriad of complications, nuances and exceptions around this, but the world is adapting quickly to the threats, challenges and opportunities of the COVID-19 pandemic, and markets have been reasonably calm.

Underneath the Arches: Spring 2020

04 August 2020

Where should we begin? The rhetorical question begs a response of ‘at the beginning’; the problem is that we do not know where that is. We have moved with extraordinary speed from reading stories of a new form of pneumonia in a part of China probably few of us had heard of, to the suspension of daily life as we know it.

Funds Research

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

Time for a Different Approach

13 January 2021

At the most basic level, the minimum objective of any investor is to deliver a positive return after the impact of inflation and charges over the long run. Elevated valuations in many traditional asset classes undermine the probability of achieving this goal in the future. In this article we explore how this problem has evolved and suggest that investors perhaps need to adopt a more innovative and differentiated approach to portfolio construction in order to meet their objectives going forward.

The Continuing Importance of Gold in Our Funds

12 October 2020

Since our note on gold 3 years ago, the price of the metal in dollars has risen from $1,250 per ounce to over $2,000 and is currently trading around $1,900. As we will explain in this article, we continue to believe the reasons for holding gold remain valid.

Coronavirus Impact on Distribution Fund's Income: Part 2

21 September 2020

In this new article we update you now that we know what the Fund has distributed in the two quarters since our April note, and we provide an updated projected yield to inform you what income to expect from the Fund over the next year.

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