We take a look at whether investors should worry about exuberance in the market, and explore the fundamentals as we head into half year results
What we do
At Hawksmoor we specialise in providing high quality discretionary management services for Private Investors (and clients of Professional Advisers) including trusts, pension schemes and charities. We also manage Multi Asset Funds-of-funds and a series of risk-based ‘Model Portfolios’ for Financial Advisers.
How can we help you?
Private Investors: As a Hawksmoor client you can expect a high level of service from a reliable and dedicated investment team who are responsive to your needs and committed to the responsible management of your money.
Professional Advisers: If you are an Independent Financial Adviser, Solicitor or Accountant, we can work in partnership with you to provide effective solutions to managing your clients’ portfolios.
Changing Gear
Funds Crescendo blog: 24 July 2026
Core infrastructure investment trusts have been excellent investments for the Hawksmoor Funds in recent years, but discounts have narrowed and yields have compressed resulting in less compelling valuations today than when we first invested. Against this backdrop the investment case is entering a new phase, defined by strategic evolution and the pursuit of higher underlying portfolio returns.
