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.

I am not alone

13 July 2026

I came across a piece recently which talked about fund managers and the received wisdom about whether they should invest money “like it is their own” and should they also have all or substantially all their liquid wealth in their fund? This led me to think we should look at how aligned Emily and I are with the Hawksmoor fund selections.

Find out more

Gold dust

06 July 2026

The precious metal I want to focus on today is gold. The dollar gold price peaked at the end of January at just over $5,350, since then it has massively come back, reaching its lowest price of the year in June at just below $4,000. Some have been calling this the end of the gold rally, however, there are still reasons to be excited about gold bullion and gold miners.

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.

Changing Gear

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.

Find out more

The more things change, the more they stay the same

17 July 2026

In this week’s Crescendo, Daniel takes a trip down memory lane when he discovered an investment trust portfolio from 2004. The fact that a very small number of the trusts in that portfolio remain in existence today is a reminder that the sector has always been evolving and the current wave of consolidation is nothing new.

Find out more

View all articles

Research

Innovation

What are you afraid of?

I am not alone

Gold dust

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

Changing Gear

The more things change, the more they stay the same

Changing the Rules

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