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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 the Hawksmoor Research Team.

What can a Swedish speed camera do that Rachel Reeves can’t?

10 November 2025

This week’s title may sound like the start of an Ian Hislop’s set up line on series one million of ‘Have I Got News For You?’ But the answer is not a tortuous joke at the chancellor’s expense. The answer I have in mind is not, anyway.

One for the adages

03 November 2025

The stock market is full of old sayings.
Perhaps the most literally true is that ‘for every buyer there is a seller’. What this really means is that a difference of opinion is essential for any market transaction.

Eye of the beholder

27 October 2025

The UK budget is almost exactly a month away and much of the narrative around it is negative.

A few days ago, there was a story saying Rachel Reeves might wipe “billions” off the UK equity market if she makes changes to capital gains or dividend taxes. This was followed on Friday by a story saying she was considering increasing income tax, which would break an election promise.

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.

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.

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.

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.

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.

Funds Research

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

Hawksmoor Funds Update - March 2025

20 March 2025

Given the heightened political noise of recent weeks and stock market weakness, we thought a brief update on what we are thinking and doing in response might be useful to you and your clients.

Funds Crescendo

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

When Asset Allocation Breakdowns Aren’t Enough

13 November 2025

Standard industry practice of showing asset allocation breakdowns on documents such as factsheets are ineffective in demonstrating the true exposure of actively run multi-asset fund-of-funds. Here Ben Conway demonstrates why this is the case and asks what can be done to better illustrate the compelling value proposition such funds offer.

Healthy Options

07 November 2025

We appreciate that it is not easy for Boards of conventional investment trusts to come up with solutions in the face of performance and relevancy issues that will please all shareholders, but is this recommendation from Bellevue Healthcare Trust the best they could offer? Did anyone stop and think whether we need 7 investment trusts in the AIC Biotechnology and Healthcare Sector?

Insurance Policy

24 October 2025

Following the animation of the last two Fund Crescendos, which tackled the thorny issues of investment trust capital allocation and issuance at a discount, I thought I’d take it down a notch or two this week and write about insurance.

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