Hawksmoor is an investment management company that specialises
in managing private client portfolios. The cornerstone of
Hawksmoor's investment philosophy is to aim to increase the value
of clients' assets as consistently as possible over time after
inflation and taxes. In doing this, we take a common sense approach
to managing portfolios, investing where value can be found rather
than making decisions driven by reference to a benchmark index. An
active approach to asset allocation is therefore fundamental to our
investment process and we seek to ensure that portfolios are
sensibly diversified and structured to suit the prevailing market
conditions.
Key Differentiators:
- Multimanager and Model Portfolios -
Hawksmoor offers both: the multimanager Vanbrugh Fund was
launched in February 2009 and is part of the IMA Mixed Investment
20-60% Shares sector; the Hawksmoor Active Portfolios were launched
in April 2010. The same investment process informs the Vanbrugh
Fund and the Active Portfolios.
Richard Scott has been a specialist fund-of-funds manager since
1995 and was Citywire Global/International Manager of the Year in
2002. Daniel Lockyer has been a specialist fund-of-funds manager
since 2005 and was Investment Week Cautious Managed Manager of the
Year in 2008. With the assistance of Ben Conway, Richard Scott and
Daniel Lockyer are the co-managers of both the Vanbrugh Fund and
the Model Portfolios.
- Dynamic Risk Management -
The services provided by Hawksmoor through its Active Portfolios
include asset allocation, fund research and selection. In addition,
Hawksmoor provides a risk management service by allocating a risk
range to its Active Portfolios rather than a single risk score.
This means that risk is managed within set parameters to take
account of changing market conditions. The six Active
Portfolios cover the risk range from 2 to 8 out of 10.
- Active and Passive Portfolios -
Hawksmoor believes in the value of active management but
recognises there is demand for passive management from IFAs and
their clients. Therefore, in addition to six Active
Portfolios, Hawksmoor offers five Passive Portfolios: the
Hawksmoor Passive Portfolios were launched in October 2009 and are
designed to track the five FTSE/APCIMS Private Investor
Indices as closely as possible. The Active and Passive Portfolios
can be blended to create a tailored solution for individual
clients.
Hawksmoor's annual charge for the Active Portfolios is 0.30% +
VAT and for the Passive Portfolios it is 0.25% + VAT. The annual
charge for the Vanbrugh Fund is 1.50%, which includes 0.50% which
is rebated to the client's cash account.
Contact:
For more information about Hawksmoor on the Novia platform,
please contact your usual Novia Regional Sales Manager or
Hawksmoor's Head of Marketing, Josh Adams, on 01392 410180 or 07789
112806 or e-mail josh.adams@hawksmoorim.co.uk
Further Information:
Please visit www.hawksmoorim.co.uk to
access model portfolio factsheets. Click on: Model Portfolio
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