Reviews
Reviews we offer
Human-led screening work for lists that need a sharper filter before capital is committed or names are cut.
Each engagement starts with your existing universe or watchlist, not a generic model portfolio. We read filings, compare peers, and return a written view on what still belongs — and what no longer earns the space.
Equity screening review
A structured pass through a candidate universe or existing equity list, ending in a clear keep / review / remove note.
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Watchlist assessment
A focused review of names you already follow — testing conviction, crowding, and whether the thesis still holds.
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Concentration review
A look at how sector, factor, and single-name exposure stack up inside a held equity book.
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