Review
Watchlist assessment
A focused review of names you already follow — testing conviction, crowding, and whether the thesis still holds.
Format: Written assessment plus optional follow-up call
Typical duration: 3–5 working days for lists up to 25 names
Fees: From £1,150 per assessment
Delivery: Remote by default; City meeting on request
Purpose
Watchlists drift. Names stay because they once looked cheap, or because a broker note was persuasive six months ago. This assessment asks which equities still deserve monitoring attention and which should leave the board.
Scope
- Thesis refresh for each name against the original reason it was added
- Crowding and correlation notes where several holdings lean on the same factor
- Suggested monitoring triggers (earnings, margin, debt covenants) rather than price targets alone
Exclusions
No new idea generation beyond the list you supply. No ranking of “buy now” urgency. The output is a cleaned watchlist with rationale, not a trading schedule.
Next step
Bring a list of up to 25 equities and tell us what decision the assessment should support — pruning, rotation, or simply a cleaner board for the quarter ahead. Enquire here.