Skip to main content

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.

Nature’s frail fortress

30 March 2020

Investment markets are flying blind. Prices will swing wildly, and some will be very astute (or appear to be so) in correctly picking the moments when sentiment swings. As ever, none of us should be fooled into complacency or despair.

Bang

09 March 2020

It was Keynes who first gave us the concept of harmonizing the changing of facts and minds. The facts of the coronavirus have evolved very quickly and it is only right that the responses to it should also.

Excuse or explanation?

02 March 2020

The point though is that equity markets were ripe and ready for what is euphemistically called a ‘correction’. I suspect that what we saw last week was indicative of what we should now expect to call normal market behaviour. What was achieved in six days in February may take only three or four days next time.

Thematic Research

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

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.

Renewable revolution

10 October 2019

Renewable energy sources have experienced a surge in popularity in recent years. The likes of wind and solar power were once viewed as being expensive, inefficient and unable to cater for a meaningful proportion of a nation’s power demands. These notions are being quashed by factors including climate change and falling costs, augmented by an increase in public awareness of environmental issues.

Oil talk, no trousers

24 July 2019

Our recent paper, Net Zero, asked testing questions of the oil & gas industry. Scientists tell us the world cannot afford to burn more than one-third of known oil reserves: so how flexible can oil firms be in adapting to a low-carbon economy? This follow-on paper considers a clean transition for one of the world’s most controversial and important industries.

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.

Underneath the Arches

Underneath the Arches is our quarterly newsletter for private clients of our Portfolio Management Services, in which we attempt to explain what has happened in investment markets in recent months and to lay out our expectations for the future.

Underneath the Arches: Winter 2020

30 March 2020

Appearances can be deceptive. The statistics will show that 2019 was a golden year for equity investors. Indeed, the majority of markets around the world have recorded gains that outwardly defy logic.

Underneath the Arches: Summer 2019

07 November 2019

It has been exceedingly fortunate that 2019 began on January 1st. The performance of financial markets this year has been deceptively flattered by the plunge in equities towards the end of last year, the nadir of which broadly coincided with the turn of the year.

Underneath the Arches: Spring 2019

24 June 2019

Arguably the greatest challenge of long-term investment is to ignore the short-term. It is also a truism that investment newsletters are written an uncomfortably long time before they are delivered and read. It is therefore inevitable that much will have changed between typing these thoughts and their unruly disturbance of your Sunday cornflakes.

Funds Research

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

Why Bother with Fundamentals?

21 January 2020

The turning of a New Year often inspires a little retrospection and as such this article seeks to explain some of the factors that contributed to the performance of our Funds in 2019 and why we retain conviction in our current portfolio positioning.

Good performance – understanding what it means and how it can be achieved

17 September 2019

In this article we define ‘good performance’, and how our investment process is designed to achieve it. Also, by explaining the pattern of our Funds’ past performance we seek to guide investors as to how we hope our Funds will perform in the future.

Trust

14 June 2019

Trust is perhaps the most important element in a decision to invest with an active fund manager. Together with our rigorous investment process, we hope that the disciplines we impose on ourselves give our investors in the Hawksmoor Funds the greatest chance of seeing their desired outcomes achieved.

Newsletter sign up

Sign up here to receive our news, research items or market updates.

Sign up now

Share

Back to Top