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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.

A new mindset

04 December 2023

Buffett credits one of Munger’s quotes with breathing new life into his investment approach. “Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices.” Like all great ideas, this is beautifully simple, yet transformational.

Lost in translation

27 November 2023

In September 2019 I found myself alone in Tokyo for a week or so on a work trip. I don’t speak any Japanese, but decided I still needed to eat, and accidentally ordered the most expensive meal of my entire life.

The i’s have it

20 November 2023

The challenge for Jeremy Hunt, like all other red briefcase carriers before him, is to balance the demands of different factions of the party, the fiscal position, and the views of the electorate. All while ensuring that the benefits of any new policies are direct enough that you’ll get the credit.

Thematic Research

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

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.

Carbon of Eden

20 January 2022

Climate change and environmental factors have undoubtedly climbed political agendas. Governments are rolling out net zero and clean energy policies at a faster rate than ever before. Carbon is, of course, a big part of the picture.

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 2022

30 May 2022

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.

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