Research engagement

Portfolio Positioning Session

A working session that stress-tests your small-cap book against current momentum and sector rotation.

Scope

Bring a holdings list (or a masked version). We overlay relative strength, sector rotation context, and liquidity risk so you can decide what stays, what waits, and what needs a closer look.

Included

Pre-read of your list against our coverage filters
Live discussion of concentration and fading names
Annotated note after the session

Excluded

Model portfolio construction and discretionary management.