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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.

The changing world order

24 March 2025

Germany passing its new infrastructure and defence spending plans is enormous news. In absolute terms, the EUR500bn that has now been officially approved for infrastructure is not dissimilar to Joe Biden’s (somewhat ironically named) Inflation Reduction Act.

Conquer Your Fate

17 March 2025

A lot has happened over the last few weeks. The consensus view appears to be that the market is concerned about possibly weakening growth in the US. There has also been a change in rhetoric from the government. Treasury Secretary Scott Bessent has made various comments about for example a “detox” period for the market being a good thing.

Europe Resurgence

10 March 2025

I was at a conference which took a poll for what they thought would be the best performing asset class and best performing region in 2025. Unsurprisingly most people picked equities as the best performing asset class. What was surprising to me is the amount of people who still picked the US to be the best performing region.

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.

Investor Spring 2024

08 May 2024

Investor is our quarterly newsletter for private clients, and 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.

Once More Unto the Breach

17 March 2025

Shakespeare fans will know what the title references this week. Perhaps I am guilty of some hyperbole in comparing our Cost Disclosure Campaign Group to the tired and outnumbered English battling the French at Agincourt. Nonetheless, the purpose of this week’s blog is to issue a hopefully similarly rousing cry to arms to that Shakespeare wrote for Henry V…. as well as a similar result!

The Song of Achilles

28 February 2025

In Greek legend, Achilles was a hero of the Trojan War, known as the greatest of all the Greek warriors. Homer’s poem The Illiad, which details Achilles’ story, begins after the Trojan War has been going on for nine long years.

Discounts Matter!

14 February 2025

We have both read and heard (via conversations with Boards and brokers and other stakeholders), with increasing alarm, the view that “discounts do not matter”…. Or are “less important than Saba Capital has made out”… Or that (current) “shareholders don’t mind”…. Or some variant of that sentiment.

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