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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.

Beg, tax or borrow?

13 September 2021

It is quite difficult not to start with Boris this week. I leave the pluses and minuses of his fixes for the care industry to everyone else, and ponder more on the wisdom or folly of using taxation as a means to raise revenue for the government.

Suga Coated Iceberg

06 September 2021

We all deal with change in different ways. Some are threatened by the unknown, others relish in its challenge. Financial markets, in a statement of the blindingly obvious, are fickle. They are, though, already dancing on the political grave of Yoshihide Suga, the soon-to-be erstwhile Japanese prime minister.

Deepest August

23 August 2021

August has proved, thus far, to have been largely uneventful. Markets have been very quiet; there is a tangible feeling of holidays being crammed into the last warm rays of summer sunshine before a canter back to the virtual desks and a reappraisal of what the autumn may bring.

Thematic Research

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

Every cloud

11 September 2020

According to The World Economic Forum we are on the brink of Industry 4.0, a ’Fourth Industrial Revolution’ that will fundamentally alter the way we live, work, and communicate with one another. Found at the heart of this transformation, cloud technology has a unique position as an enabler for other technologies to flourish.

Game on

07 May 2020

Even before governments put us all under COVID-19 lockdown, video gaming was one of the fastest growing entertainment sectors. Indeed, in January 2019 the Entertainment Retailers Association announced that sales of games in the UK had for the first time overtaken the combined sales of music and film.

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.

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.

Spring Thaw

13 April 2021

It is worth reflecting on how AIM has matured over the past twenty-five years, perhaps best evidenced by the fact that so many companies were able to raise fresh equity capital throughout this extremely challenging year.

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 - Summer 2021

15 June 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.

Investor Winter/Spring 2021

15 January 2021

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

Underneath the Arches: Autumn 2020

14 October 2020

Sometimes it is important just to focus on the simple and the nice message. Investment markets have, by and large, behaved well in the past three months. Phew. There is a predictable myriad of complications, nuances and exceptions around this, but the world is adapting quickly to the threats, challenges and opportunities of the COVID-19 pandemic, and markets have been reasonably calm.

Funds Research

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

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.

VIDEO: The best environment for active multi-asset investing in decades

31 March 2021

In this video presentation, we explain why Hawksmoor’s nimble size, investment trust expertise and willingness to embrace more esoteric assets results in truly multi-asset portfolios that can go beyond mainstream equity and bond markets in identifying value.

Funds Crescendo

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

Issues with issues: conflicts of interest with investment trusts

24 September 2021

This week Ben reacts to the huge amount of investment trust issuance at the moment and explains why we will mark the cards of boards and investment managers who issue shares at too large a discount to the market price.

The Little Engine That Could

17 September 2021

This week Ben explains how this American folktake can be used as a metaphor for some of our holdings, including uranium miners, and even applied to the Hawksmoor Funds themselves.

Strong as an Oak(ley) Tree

10 September 2021

Private equity exposure has been a mainstay of Hawksmoor's multi-asset portfolios since day one. This week Ben Conway has a closer look into one of the largest positions across all three of the Funds - Oakley Capital Investments.

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