WELCOME TO HAWKSMOOR RESEARCH

This is the home of Hawksmoor's Research Department. Here you will find our latest articles, blogs, and presentations.

INNOVATION

Innovation is a weekly financial markets blog written by Jim Wood-Smith, CIO Private Clients.
19
SEP
SPINNING AROUND
Tessa is starting to show her hand. Unless one's name is Hacker, one does not become prime minister by accident. Oh no. She is a sharp finger of shortbread.

12
SEP
TRUMP BY THE BACKDOOR
It is about time markets went all wibblywobbly. We will come onto the reasons why in just a minute, but it is a considerable relief to us that the previously fearless markets have at last jumped when the bogeyman went boo.

05
SEP
I FEEL THE EARTH MOVE
History struggles to record how many times Chevalier Blondin crossed Niagara Falls. One source claims 17. Each one, it appears, needed to be more daring than the previous. So he variously made the quarter mile crossing blindfold, pushing a wheelbarrow, on stilts, in a sack and once carrying his manager piggyback. His piece de resistance was probably the time he carried a stove, so that he could take a break half way across and cook himself an omelette.

22
AUG
KID CHARLEMAGNE
The concept of balance, or duality, appears throughout history. Religions teach of good and evil, Daoist philosophy of yin and yang, Buddhism of the middle way, Isaac Newton of equal and opposite forces. After last weeks column, I was outed as a bear; it is only fair and proper therefore that today I should lay out the bull case. And as Sid James almost said: puer, O puer, O puer, is it bullish.

15
AUG
THE MEADOW PIPITS
A very happy Monday to everyone on this glorious August morning. The blue skies though appear slightly paled by the strength of the weekend's sun; and still criss-crossed by the vapour trails of those whose quest for foreign sunshine is undimmed by the sinking of the pound. 'Summer's lease hath all too short a date.'

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THEMATIC RESEARCH

A collection of "bite-sized" research articles exploring a variety of investment themes and opportunities.

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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.
Here is a collection of articles seeking to extract the crux from the complex, the idea from the over-engineered.
Alpha & Beta Behavioural Finance Bull & Bear Markets
Contango & Backwardation Contingent Convertible Bonds Correlation
Cyclically Adjusted P/E Ratio Diversification Duration
Enterprise Value Gearing Hedging
High Frequency Trading P/E vs. P/B Put & Call Options
Risk Share Buybacks Sharpe Ratios
Short Selling / Stock Lending Smart Beta Structured Products
Tracking Error Value at Risk

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.




"The rules of engagement have been changed by the Referendum.
For the country and financial markets alike, risks and opportunities on both sides have increased significantly."


-- JIM WOOD-SMITH

ABOUT US

Hawksmoor Research

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.

To find out more about Hawksmoor, please click here.


JIM WOOD-SMITH
CIO Private Clients


IAN WOOLLEY, CFA
Senior Investment Analyst


JAMES CLARK
Fund Analyst


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.


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