Name: Hawksmoor Funds Q3 2024 Update: Investment Trust Cost Disclosure Reforms
Start: 2024-10-23T09:00:00Z
End: 2024-10-23T09:00:48.000Z
Location: BrightTALK
Rating: 0

The Hawksmoor Fund Management Team provide a quarterly update on the Vanbrugh and Distribution Fund as well as discuss current topics such as gold and property exposure.

For finance professionals only.

Over the last 3 years, Ben Conway, Hawksmoor’s Chief Investment Officer and Head of Fund Management, has been at the forefront of a campaign that has argued that the cost disclosure rules for Investment Trusts, which are listed investment companies, were unfair and misleading, optically inflating the costs of ownership of these investment vehicles.

On Thursday 19 September 2024, both the Government and the Financial Conduct Authority made announcements that were in explicit recognition, that investment trusts do not have “ongoing costs” in the same way that open ended funds do, a clear vindication of the representations that have been made by the campaign group.

A summary is available to download which provides details relating to the substance of the campaign and goes some way to explaining the material benefits that will be felt as a result of this development, the most profound of which will be a meaningful and positive shift downward in ongoing charges for portfolios that use listed closed ended investment companies.

On Tuesday 15 October 2024, Ben will host a Hawksmoor webinar at which he will explain the journey that the campaign has been on and how the landmark announcements pave the way for new regulations.

Cost Disclosure Reforms

Join our next quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

Hawksmoor Funds Q2 2024 Update

Join our next quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers. In this webinar, Fund Managers Daniel Lockyer and Ben Mackie offer a review of Q1 2024 performance and activity including a deeper dive into core and renewable infrastructure trusts where return prospects relative to vanilla fixed income have improved significantly. To submit a question ahead of the webinar, please email david.chapman@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day. If you are unavailable to listen live, you can also register to access the recording.

Hawksmoor Funds Q1 2024 Update

Join our next quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers. In this webinar, Ben Conway and Dan Cartridge will review performance and activity during 2023, as well as explaining how the Funds are currently positioned and why they are excited about future return prospects. To submit a question ahead of the webinar, please email david.chapman@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day. If you are unavailable to listen live, you can also register to access the recording.

Hawksmoor Funds Q4 2023 Update

Hawksmoor Funds Q3 2023 Update

Join our next quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers. We will also be discussing why investment trust discounts are so wide and how we are doing everything we can to take advantage of the situation.

Hawksmoor Funds Q2 2023 Update: We Need to Talk About Investment Trusts

Hawksmoor Funds Q1 2023 Update:

Join our next quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

In this webinar, Ben Conway and Dan Cartridge will review performance and activity during 2022, as well as explaining how the Funds are currently positioned and why they are excited about future return prospects. They will also provide an in-depth explanation of the Fund's Ongoing Charge Figures and new industry guidelines on cost disclosures.

To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

Register to qualify for 30 minutes CPD.

Hawksmoor Funds Q4 2022 Update: Explaining the Ongoing Charge Figure

Join our next quarterly webinar on for the opportunity to discuss the recent spike in bond yields and the resulting implications for other asset classes, fund performance and portfolio positioning. With Global Opportunities celebrating its 4th birthday the team will also be looking back at performance so far and why they are excited about future return prospects. 

To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

Register to qualify for at least 30 minutes CPD.

Hawksmoor Funds Q3 2022 Update: The Great Repricing

Join our next quarterly webinar on for the opportunity to discuss the Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers. 

In this webinar, Head of Fund Management Ben Conway and Assistant Fund Manager Dan Cartridge will highlight how the worst start to a year for bond markets has coincided with one of the worst starts to a year for equities. As they emphasise the importance of valuation in their award-winning investment process, they will discuss how they are navigating these markets and unearthing assets and funds that meet their strict valuation criteria. In addition, they will review the quarterly performance of the Funds.
 
To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

Register to qualify for at least 30 minutes CPD.

Hawksmoor Funds Q2 2022 Update: Valuation Matters

Join our next quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

In this webinar, Daniel Lockyer and Ben Mackie will focus on the Distribution Fund after it celebrated its 10 year anniversary on 13th April, as well as reviewing the 2022 Q1 performance and activity of the Vanbrugh and Global Opportunities Funds.

To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

Register to qualify for at least 30 minutes CPD.

Hawksmoor Funds Q1 2022 Update: A decade of Distribution

Join our next quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

In this webinar, Ben Conway and Dan Cartridge will review Q4 performance and activity, as well as reflecting on the major positive and negative drivers of returns in 2021. They will also highlight some of the exciting new ideas that have recently been added to the portfolios.

To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

Register to qualify for 30 minutes CPD.

Hawksmoor Funds Q4 2021 Update: New Year, New Ideas

Join our quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

In this webinar, Daniel Lockyer and Ben Mackie will focus on the Global Opportunities Fund which celebrated its three year anniversary in September and has delivered top decile performance since its launch.

They will also review the quarterly performance and recent activity of the Vanbrugh and Distribution Funds. 

To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

Register to qualify for 30 minutes CPD.

Hawksmoor Funds Q3 2021 Update: three years of Global Opportunities

Join our quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

During the session, the Fund Managers will:
•	Discuss the Funds' policy on ESG 
•	Highlight quarterly performance of the Funds
•	Review recent dealing activity in the Funds

The webinar will be presented by Head of Fund Management Ben Conway and Assistant Fund Manager Dan Cartridge and will qualify for CPD. 

To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

ESG Myth Busting: Hawksmoor Funds Q2 2021 Update

Join our quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

In this webinar, the Fund Managers will explain where they are finding income in this low interest rate environment, and highlight that this is not purely in the fixed income sector. They will also review the quarterly performance and recent activity of the three Funds.

The webinar will be presented by Senior Fund Manager Daniel Lockyer and Fund Manager Ben Mackie and will qualify for CPD. 

To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

The search for income - Hawksmoor Funds Q1 2021 Update

Equities have had a strong run over the past 12 months, but if you still want to put money to work in shares then which markets are the most attractive? In this virtual debate, we bring together experts from three key regions, all of which have been labelled as undervalued compared to their peers. But which currently offers the best upside potential?  

Ben Conway, Head of Fund Management at Hawksmoor will lead the debate and will be joined by Richard Buxton, Head of Strategy, UK Alpha, Jupiter, Vipul Mehta, Head of Investment Asia Pacific ex Japan, Nomura and Lightman's Fund Manager, Rob Burnett.  They will answering the questions asked by Octo Members including: 

Which really is the most undervalued market, and why? 
Isn’t the UK just ‘old economy’ stocks? Where’s the innovation? 
What are the unique characteristics that Europe offers that separates it from other major markets/regions? 
How have Asian markets matured in recent years? Where are the pockets of value? 
How is the value vs growth argument playing out in these regions? 

The panel will also be answering your questions live throughout the debate so don’t miss out!

HOT TOPIC The great value debate - Europe vs UK vs Asia

Join our quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

In this webinar, the Fund Managers will review the quarterly performance and recent activity of the three Funds and - against a backdrop of expensive equities and low bond yields - explore our differentiated, unconstrained approach to portfolio construction.

The webinar will be presented by Senior Fund Manager Ben Conway and Fund Manager Ben Mackie and will qualify for CPD. 

To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.

If you are unavailable to listen live, you can also register to access the recording.

Hawksmoor Funds Q4 2020 Update: How the Hawksmoor Funds are Different

Join our next quarterly webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers. In this webinar, Ben Conway and Daniel Lockyer offer a review of Q2 2024 performance and activity.  They will also provide an update on the recent FCA forbearance regarding disclosure of investment trust “costs” and the implications for the sector and the Hawksmoor Funds.

Hawksmoor Funds Q3 2024 Update: Investment Trust Cost Disclosure Reforms

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Hawksmoor Funds Q3 2024 Update: Investment Trust Cost Disclosure Reforms

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