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.

Selling machine

27 April 2026

In the UK in particular, the IPO market has not been attractive for some time. Allocations in new issues tend to be concentrated in a small number of large institutions and there is often not much support in the secondary market. Unlike in other countries, retail investors tend to be a small part of the market and don’t get much access.

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Trust, trust, trust...

21 April 2026

The investment trust sector has long been part of the UK market. The first trust entered the market in 1868 and the Association of Investment Companies was founded in 1932. Investment trusts have certainly evolved and the market in which they invest in has changed too.

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Eye of the beholder

13 April 2026

In this week’s Innovation, Senior Research Analyst Robert Fullerton comments "UK share ownership remains an ongoing issue and the Office for National Statistics released its biennial update on who owns them and the previous editions are available online. The numbers in the latest release are from the end of 2024 and have naturally generated some headlines about the low value of domestic shareholders, but I had a look back 10 years to 2014 to see how much had changed."

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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.

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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.

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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.

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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.

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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.

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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.

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Funds Research

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

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Funds Crescendo

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

Bonds can be dull, but we’re even duller

08 May 2026

The fixed income component of the Hawksmoor Funds is currently cautiously positioned with low-rate sensitivity and a focus on higher credit quality which should offer resilience in a range of scenarios. Despite this defensiveness, high starting yields provide confidence in our bond holdings ability to deliver positive real returns over the investment time horizon.

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Yes! Investment Company Directors should be paid more!

01 May 2026

We believe it is time that shareholders paid non-executive directors of investment companies more. This would lead to better outcomes for shareholders. Given prevailing conditions, current remuneration is often woefully inadequate. Higher remuneration would also attract a wider and deeper pool of talent.

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Time to Sound the Alarm. And a Potential Solution.

24 April 2026

The key problem in the investment trust sector is a lack of demand – not activism. More energy must be spent finding this demand – through coordination, marketing, and education.

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Research

Innovation

Selling machine

Trust, trust, trust...

Eye of the beholder

Thematic Research

Water Wonderful World

The doctor will see you now

Chip Chip Hurray!

Jargon Busting

AIM Research

AI: Navigating Paradox and Profit in the ChatGPT Era

AIM Research - Q2 2022

AIM’s Coming-of-Age Year

Investor Newsletter

Investor Winter 2025

Investor Summer 2025

Investor December 2024

Funds Research

The Hawksmoor Funds – 2025 Review and 2026 Outlook

There’s more than one game in town

Time for a Different Approach - Redux

Funds Crescendo

Bonds can be dull, but we’re even duller

Yes! Investment Company Directors should be paid more!

Time to Sound the Alarm. And a Potential Solution.

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How can we help Private Investors?

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