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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.

Is it all an illusion?

02 December 2024

“Which? found that in 2023 4 in 10 deals were cheaper at other times of the year than on Black Friday.” In this week’s ‘Innovation’, Research Analyst Emily Cave explores the Black Friday & Cyber Monday shopping frenzy, and asks the question ‘Is it all an illusion?’.

UK Clean Power Targets

25 November 2024

Energy security has always been an issue, but the Russian invasion of Ukraine has made it more prominent and this is also part of NESO’s role. Renewable energy is a key part of the UK’s energy security plan, since it reduces our dependence on oil and gas from Russia and others.

Trump… whatever next?

18 November 2024

As a result of various different sick notes, the leaders of the US, China, France, Germany and India are not attending COP 29. By GDP, that’s five of the top seven nations. Beyond this, it feels likely that the United States will re-withdraw from the Paris Agreement following Donald Trump’s election.

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.

Investor Spring 2024

08 May 2024

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.

Funds Crescendo

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

Amend and extend

06 December 2024

Given the precedents of MINI and KPC, where the respective Boards identified the manager’s equivalent open-ended version as a suitable rollover option, you’d expect others in similar situations to follow.  Not so judging by this week’s news from Bellevue Healthcare (BBH). 

Active management - Reports of my demise are greatly exaggerated

22 November 2024

We are unashamed advocates of active management but tend to try and avoid the whole active versus passive argument given how polarising and reductive the debate has become.

Doom Loop or Virtuous Circle?

15 November 2024

The statistics describing outflows from UK equities continue to astound. Calastone tells us that October’s outflow of (just shy of) £1bn, marked 41 consecutive months of outflows. Numis’s Ash Nandi, in her excellent monthly report, highlighted Investment Association data (to end September) which spoke of the last month of net inflows into UK equity funds being July 2021.

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