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 the Hawksmoor Research Team.

Memory loss

21 September 2026

When we look at equity markets it can feel counterintuitive to see them reaching successive all-time highs. But increases in spending from both governments and corporates has been a key driver of equity markets in recent years and also part of the reason performance has become concentrated in certain sectors.

Find out more

US risk premium

07 September 2026

“In this industry there is always discussions on risk and the risk premium you assign to an asset and where you choose to take your risk. More recently a greater proportion of risk is coming from areas of the market which historically you might not have expected. In light of recent market moves I think it’s important to talk about the US and the associated risk premium which is being assigned.”

Find out more

View all articles

Thematic Research

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

Water Wonderful World

12 December 2023

Water as an investment theme is often overlooked, we (the human race) have set a goal to ensure the availability and sustainable management of water for all (Sustainable Development Goal 6). This is quite a feat considering only 3% of the water on Earth is fresh water and only 0.26% of that is concentrated in lakes, reservoirs and river systems where water is most easily accessible for our economic needs.

Find out more

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.

Find out more

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.

Find out more

View all articles

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.

Find out more

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.

Find out more

View all articles

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.

View all issues

Funds Research

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

View all articles

Funds Crescendo

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

ETFs vs Investment Companies – Apples and Oranges

18 September 2026

“ETFs and Investment Companies have far less in common than many would have you think. We believe they are not competing products and here we explain why. In doing so, we highlight why investment companies are the 160 year old innovation that remains sadly under-appreciated.”

Find out more

Less cents, more sense

11 September 2026

In this week’s Crescendo we explain our low weighting to the dollar in our multi-asset funds, as well as highlight one of the pitfalls of the current passive market cap weighted approach to equity allocation.

Find out more

A New Dawn

04 September 2026

Three years on, the HFM team demonstrates that the huge reduction in supply of investment company shares is the main factor in narrowing the sector’s discount. The team remains bullish considering the ongoing corporate activity that will shrink supply further while there are encouraging signs of institutional demand returning.

Find out more

View all articles

Research

Innovation

Memory loss

The great rate debate

US risk premium

Thematic Research

Water Wonderful World

The doctor will see you now

Chip Chip Hurray!

Jargon Busting

AIM Research

AI: Navigating Paradox and Profit in the ChatGPT Era

AIM Research - Q2 2022

AIM’s Coming-of-Age Year

Investor Newsletter

Investor Winter 2025

Investor Summer 2025

Investor December 2024

Funds Research

The Hawksmoor Funds – 2025 Review and 2026 Outlook

There’s more than one game in town

Time for a Different Approach - Redux

Funds Crescendo

ETFs vs Investment Companies – Apples and Oranges

Less cents, more sense

A New Dawn

How we invest

How can we help Professional Advisers?

How can we help Private Investors?

Awards

Our People

Newsletter sign up

Newsletter sign up

Share