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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.

Bearing up

23 May 2022

A number of years ago, Ian Woolley and I wrote a series of articles attempting to debunk some of the jargon that afflicts the world of investment and financial markets*. In one of these, we tackled the issue of what it is that defines a ‘bull’ or ‘bear’ market.

Keeping baby in the bath

16 May 2022

It is slightly over 170 years since Thomas Carlyle first dubbed economics as ‘the dismal science’. It is hard to argue. Economics is something that people only worry about when it is going wrong. When all is good, we are Jiminy Crickets, giving a little whistle and spreading a little happiness as we go by.

Taking a pounding

09 May 2022

It is a long held truism that successful investment should be as dull as possible. The less eventful, the more yawn-inducing it is, the more likely that everything is going right. It is also a truism, in fact a cliché, that bad news sells.

Thematic Research

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

Valuation Matters

13 May 2022

We are in a valuation-led bear market. High inflation means positive real returns will be tough to come by in the short-term. Inflation protection at the company level doesn’t always translate to inflation protection at the investor level. The importance of valuation discipline has never been greater. Fortunately, we are optimistic that positive real returns from today over the next 3 years are achievable for those with a valuation discipline.

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.

Hydrogen - more than hot air

23 September 2021

With an atomic number of just one, hydrogen sits at the top of the periodic table. It is the simplest element and is believed to account for roughly 74% of the visible universe. Its role as a source of clean fuel in an ever-changing world could be transformational. Hydrogen production is a fascinating and rapidly evolving technology which has great investment potential.

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 - Winter 2022

11 February 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.

Investor - Autumn 2021

15 October 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 - 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.

Funds Research

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

MI Hawksmoor Distribution – 10-year Anniversary

14 April 2022

The Hawksmoor Distribution Fund celebrated its 10th anniversary on the 13th April 2022. Managed by the same team, the Fund over the past decade has met its twin objectives of delivering an attractive level of yield as well as strong capital growth, achieving top quartile performance in its IA sector since launch.

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.

Funds Crescendo

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

Control the Controllables

27 May 2022

Boards of investment trusts should not try to target the discount. The discount is a reflection of market sentiment and will disappear (or not appear in the first place) if the Board allocate capital well. Buying back shares is nothing to do with narrowing the discount and everything to do with enhancing NAV per share and allocating capital efficiently.

Going against the grain

20 May 2022

‘Negative headlines and deteriorating economic data dominate, but UK equity valuations are already pricing in lots of bad news, offering a significant margin of safety for those willing to take a contrarian view’

Valuation Matters

13 May 2022

We are in a valuation-led bear market. High inflation means positive real returns will be tough to come by in the short-term. Inflation protection at the company level doesn’t always translate to inflation protection at the investor level. The importance of valuation discipline has never been greater. Fortunately, we are optimistic that positive real returns from today over the next 3 years are achievable for those with a valuation discipline.

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