Consultation
Allocation Workshop
A half-day working session that walks your team through rotation and breadth evidence before you set next-quarter sector tilts.
Format
Designed for small investment teams (typically three to six people) who want a shared language for sector leadership and breadth before they lock next-quarter tilts.
Agenda outline
- Opening frame of the current rotation backdrop
- Breadth evidence for the team’s primary equity universe
- Interactive mapping of proposed tilts against that evidence
- Closing note of open questions and watchpoints
Materials stay with the team. We do not publish workshop content externally.
Ask about this consultation
Share your portfolio context and preferred timing. We reply within two working days.
Request this briefing