In theory, there is no difference between theory and practice. But in practice, there is. The relationship between bond yields and stock markets is one such situation where things are more nuanced than they look.
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.
Prudence
Funds Crescendo blog: 02 October 2026
The Hawksmoor Vanbrugh Fund has generated total returns of almost 37% over the past 3 years, an element of which has been driven by a re-rating in valuations which has seen the margin of safety in many underlying investments compress. Against this backdrop, adjustments have been made to make the fund more robust should a more difficult market environment ensue. We remain optimistic regarding Vanbrugh’s ability to capture upside but think more defensive positioning and a renewed focus on capital preservation has merit in the current environment.
