WELCOME TO HAWKSMOOR RESEARCH
AIM PORTFOLIO SERVICE
UNDERNEATH THE ARCHES
Underneath the Arches is our quarterly newsletter for private clients, in which we attempt to explain what has happened in investment markets in recent months and to lay out our expectations for the future.
"As ever, we sing the virtues of quality, diversification and, wherever possible, value with a margin of safety."
-- JIM WOOD-SMITH
Hawksmoor specializes in providing high quality discretionary portfolio management. The Research Department, supported by Hawksmoor's Fund Management Team, oversees our investment process and the stocks, bonds and funds that we include in our portfolios.
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.
Health Warning / Disclaimer
This document should not be interpreted as investment advice for which you should consult your independent financial adviser. The information and opinions it contains have been compiled or arrived at from sources believed to be reliable at the time and are given in good faith, but no representation is made as to their accuracy, completeness or correctness. Any opinion expressed, whether in general or both on the performance of individual securities and in a wider economic context, represents the views of Hawksmoor at the time of preparation. They are subject to change. Past performance is not a guide to future performance.
Hawksmoor Investment Management Limited is authorised and regulated by the Financial Conduct Authority, is registered in England No. 472929, and its registered office is at 2nd Floor, Stratus House, Emperors way, Exeter Business Park, Exeter EX1 3QS.
© 2014 - 2018 Hawksmoor Investment Management Limited