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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.

Eye of the beholder

13 April 2026

In this week’s Innovation, Senior Research Analyst Robert Fullerton comments "UK share ownership remains an ongoing issue and the Office for National Statistics released its biennial update on who owns them and the previous editions are available online. The numbers in the latest release are from the end of 2024 and have naturally generated some headlines about the low value of domestic shareholders, but I had a look back 10 years to 2014 to see how much had changed."

Rare Earths

30 March 2026

Commodities are currently coming to the centre of investment portfolios. Whether it’s oil shocks coming from the Middle East to gold being challenged as a safe haven asset. All commodities across the spectrum are having a light shone on them. Rare earths in particular due to their unique characteristics and supply limitations.

No time for losers

16 March 2026

A recent report has highlighted the difficulty of active fund performance persisting over consecutive short periods, but the longer-term numbers in the same report tell a very different story.

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.

Here comes the sun

10 April 2026

Investors remain fixated on what has gone wrong for renewables trusts in recent years, rather than focusing on the improving rate of change for the sector. We believe several of the renewable trusts represent classic cases of a big gap in perception vs reality.

Murray Income – A classic case of perception vs reality

27 March 2026

Every so often, an investment trust opportunity comes along where the prevailing discount reflects the past and a continuation of the status quo, despite a significant change occurring. The Hawksmoor fund managers think one of those opportunities has arisen with the appointment of Artemis as the new manager of Murray Income Trust.

Semi-liquid…..but only sometimes

13 March 2026

There has been a proliferation of private asset semi-liquid funds in recent years, and whilst these structures are a welcome addition to the investment landscape, they do not come without their pitfalls. Investment Trusts also offer access to private markets and with many trading on wide discounts to NAV offer an arguably more effective way of achieving exposure.

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