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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.

MLK Day

19 January 2026

The US market is shut today for Martin Luther King Day, a national holiday introduced as a symbol to represent equality before the law and peaceful protest.

My Precious

12 January 2026

Last year was a record year for precious metals, particularly gold and silver. I mentioned in my Innovation at the beginning of last year that gold could benefit from an AI bubble burst. We didn’t quite see a bubble burst, but we did see a wobble in the AI story and another excellent year for gold and an even better year for silver.

A Case for Good Health

16 December 2025

Healthcare in the US historically has generated similar returns to US tech but with a lower volatility. The average 30-year volatility was 15% vs US tech at 24% (pre 2020). However, in recent years the sector has struggled for a number of reasons.

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.

Funds Crescendo

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

Outlook for 2026

16 January 2026

As teased by Ben Mackie in his Review of 2025 last week, here is our outlook for the year ahead. There will no doubt be lots of investment outlooks that use the oxymoronic “cautiously optimistic”, but we are categorically optimistic!

The Hawksmoor Funds – 2025 in Review

09 January 2026

2025 was a good year for the Hawksmoor Funds with all 3 delivering strong absolute returns and outperforming their respective sectors. In this week’s Funds Crescendo, Senior Fund Manager Ben Mackie discusses some of the key drivers.

Looking out, not in.

12 December 2025

As well as wishing everyone a happy festive season, we wanted to end the year with a plea to all stakeholders in the investment trust sector to see a bigger picture and divert more energy to encouraging demand to return.

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