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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.

Women and investing

18 March 2024

It was International Women’s Day recently, and it made me think more actively about women and investing. It’s a huge topic, both women investing their money but also women working in the investment industry, and how important and beneficial it is for both of these to continue to grow.

The Great British ISA – will it work?

11 March 2024

The policy that caught my eye in last week’s budget was the Great British ISA. The details are yet to come, but it looks as though investors will receive an extra £5,000 of ISA allowance (a 25% uplift) to invest in UK businesses.

Analysts vs the machines

04 March 2024

I keep hearing that analysts are high on the list of people who are going to be replaced by AI. I can tell you Innovation isn’t being written by ChatGPT just yet, but I must confess I subscribed to the $20/month souped up version, in case of emergencies.

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.

Idiosyncratic Returns

01 March 2024

Investments capable of marching to the beat of their own drum, independent of the waxing and waning of economic factors and other financial assets are great things to own at the best of times, bringing lovely diversification benefits to multi-asset portfolios.

Vanbrugh’s 15th Anniversary

23 February 2024

5 years ago we wrote an article celebrating our Vanbrugh Fund’s 10th anniversary, which contained 10 things we believed were key to its success back then.

Breathing Fire

16 February 2024

I know your inbox will have been inundated with posts this week with titles on some variation of ‘The Year of the Dragon’ as Chinese markets are closed this week as the country celebrates their New Year. Or perhaps for many commiserates it. Those who have been invested in Chinese equities in recent years don’t have much to be joyous about.

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