Skip to main content

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.

2025 is divisible by three

01 December 2025

As we approach the end of the year, it looks like it will be logged as another strong one for investors. 2025 has so far brought positive total returns across a range of assets, with domestic and international equity, as well as gold, being the stand outs.

Double Bubble

24 November 2025

Last week Nvidia reported. You will know by now it was good news for the business. I read something last week which said prior to the Q3 update, derivatives trading implied either a 7% up or a 7% down price movement was likely following the news.

Build Your Dreams

17 November 2025

COP30 has been taking place in Brazil, with just four countries not attending – the US, Afghanistan, Myanmar and San Marino.
Here in the UK the Leader of the Opposition Kemi Badenoch and Shadow Secretary of State for Energy Security and Net Zero Claire Coutinho have become increasingly vocal about withdrawing the UK from its net zero commitments, much as the US is trying to do.

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.

Upside Down

28 November 2025

Much of the investment industry builds portfolios from the top down, placing asset allocation at the heart of the investment decision. In this week’s Funds Crescendo Senior Fund Manager Ben Mackie suggests there is another way and explains the team’s primary focus on individual security selection

TRICL-ing Value down the Drain

21 November 2025

We are disappointed with the news of the HICL – TRIG combination. Here we outline why, as well as stating what would have made the deal more palatable. We want the investment sector to thrive, and we recognise that intentions on the part of both Boards are good. Hence we think it’s important to be constructive as well as critical

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.

Newsletter sign up

Sign up here to receive our news, research items or market updates.

Sign up now

Share

Back to Top