Morningstar released an interesting report last week about fund concentration. Broadly speaking it says that more concentrated funds tend to do less well which will probably come as a surprise to at least some people.
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.
Sowing seeds while it is raining
Funds Crescendo blog: 06 March 2026
It goes without saying that the movements in financial markets pale into insignificance compared to the awful scenes and loss of life in the Middle East. In this week’s Crescendo, Daniel Lockyer explains what the Hawksmoor Fund Managers are thinking about and doing in the Funds in response.
