Review
Concentration review
A look at how sector, factor, and single-name exposure stack up inside a held equity book.
Format: Holdings map, written exposure note, discussion
Typical duration: 4–6 working days
Fees: From £1,450 per review
Delivery: London or remote
When it helps
After a strong run in one sector, after inheritance of a concentrated book, or when several “independent” picks turn out to share the same earnings driver. The review maps where risk actually sits — not only where tickers sit.
Deliverable
- Sector and sub-sector map of the equity book
- Flagging of single names that dominate active risk
- Plain-language note on factor overlaps (rate sensitivity, commodity beta, export exposure)
- Optional prioritised list of concentration reductions if you request it
Boundaries
We comment on exposure structure. We do not size positions for you or recommend specific replacement equities unless you separately commission a screening review.
Enquire
Share approximate book size and number of equity lines. Contact the desk to schedule.