Research engagement
Momentum Mapping Review
A full-universe relative-strength and volume confirmation study with a written briefing and live walkthrough.
Who it is for
Portfolio managers, advisers, and private investors who already hold or intend to hold UK and European small-caps and need a clear map of where price momentum, volume confirmation, and near-term catalysts align.
What you receive
- A screened universe filtered for liquidity, free float, and peer comparability
- Relative-strength rankings against sector and market benchmarks
- Volume and breakout confirmation notes for each shortlisted name
- A catalyst calendar covering earnings, refinancings, and known corporate events
- A written briefing (PDF) and a live walkthrough lasting about 75 minutes
What is not included
We do not execute trades, hold client assets, or issue formal investment recommendations under an advisory licence. The review is analytical research to support your own decision process. Tax advice and valuation modelling sit outside this engagement.
How the process runs
- Intake — you share your universe constraints, holdings snapshot (optional), and time horizon.
- Screen — we apply liquidity and float filters, then rank relative strength.
- Confirm — volume behaviour and catalyst timing are checked name by name.
- Brief — you receive the written note, then we walk the rankings together.
- Follow-up — one clarification call within ten business days is included.
Preparation
Send any existing watchlist or mandate constraints before day one. If your universe spans multiple exchanges, note settlement and liquidity limits clearly so the shortlist stays usable.
Next step
Request a Momentum Mapping Review and we will confirm availability within one business day.