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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.

Like a dog without a bone

15 August 2022

Perspective is terribly important. Having spent much of the past week on golf courses looking like the surface of Mars, in temperatures that might not have been out of place on Venus, it might be tempting to muse over the oddities of the weather. For readers further north, with allegedly more typical summer weather, this might appear to a parochial perspective on climate change.

Cacophony (Part II)

01 August 2022

That was quite a week. We may all be seven days older, but very few of us are any wiser at the end of it. Markets, though, were thoroughly happy in their ignorance and finished an already encouraging month with a little flourish. The question now being asked is whether we have finally turned a corner, or if July was no more than an overdue bounce.

Cacophony

25 July 2022

Let me begin this week with a short diversion on the state of democracy. It is not a healthy place. There is a very modern belief amongst politicians that equates a win in a vote, by however small a margin, with a mandate for absolute power. We have a dictatorship of the majority, in which the minority are stripped of their voice.

Thematic Research

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

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.

Carbon of Eden

20 January 2022

Climate change and environmental factors have undoubtedly climbed political agendas. Governments are rolling out net zero and clean energy policies at a faster rate than ever before. Carbon is, of course, a big part of the picture.

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.

Time, Relentless Time

12 July 2021

It’s been a good time to be invested in smaller UK companies. Time is relentless, but with it those heavy clouds of Corbynism, Brexit and COVID — which, each in turn, had kept investors awake at night — are finally now abating.

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 - Spring 2022

30 May 2022

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

Investor - Winter 2022

11 February 2022

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

Investor - Autumn 2021

15 October 2021

Investor is our quarterly newsletter for private clients, and 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.

MI Hawksmoor Distribution – 10-year Anniversary

14 April 2022

The Hawksmoor Distribution Fund celebrated its 10th anniversary on the 13th April 2022. Managed by the same team, the Fund over the past decade has met its twin objectives of delivering an attractive level of yield as well as strong capital growth, achieving top quartile performance in its IA sector since launch.

Interview with Ben Conway - by Professional Adviser

07 May 2021

Tom Ellis, editor of Professional Adviser magazine, interviews Head of Fund Management Ben Conway, who explains why the team no longer look at fixed income as a diversifier in multi asset portfolios.

The strong tailwind for active managers

13 April 2021

In this article we discuss the reasons why we believe the current investment environment for active fund managers is the best in years. With the early signs of market leadership normalizing, the conditions for active management improving, and valuations mattering again, we are excited about the potential returns of our three multi asset funds.

Funds Crescendo

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

Small is beautiful

12 August 2022

We love backing new and smaller funds where managers focus and incentive to perform is highest, and alpha potential is greatest.

Clearing the deadwood

05 August 2022

There are too many investment trusts languishing on wide discounts which are either too small to attract new buyers or lack a USP. Consolidation is required to reinvigorate demand for a significant proportion of the sector.

The Duty to the Consumer

29 July 2022

The FCA published its final guidance on its new Consumer Duty rules on Wednesday (27th July). We applaud the excellent intentions but once again bemoan the fact that intermediaries – advisers and platforms – are not being given the right information to correctly assess price and value.

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