Consultation
Portfolio Sector Review
We overlay your current sector weights against the rotation and breadth picture, then flag concentrations and gaps worth discussing at your next committee or family meeting.
Fit
Useful when an investment committee or family office already owns a book and wants an external sector lens before a scheduled review — not when you need security selection research on dozens of names.
Scope
You provide anonymised or named holdings with sector tags and weights. We produce an overlay memo: where your weights sit relative to recent sector leadership, where breadth is thin beneath favoured industries, and three to five discussion questions for your next meeting. We can attend that meeting as a guest presenter when arranged in advance.