Report
Drawdown and stress narrative
A focused write-up after a sharp fall: what the path looked like, which holdings led the move, and which questions remain unanswered in the file.
Who it is for
Family offices and managers who need a calm record of a bad fortnight before memory turns the episode into folklore.
What you receive
A dated narrative with the drawdown path, largest contributors to the fall, and a list of data we still lack.
Scope
One episode, bounded by dates you name.
Included
- Path chart
- Contributor table
- Open questions
Not included
- Predictions of recovery
- Trading instructions
Who prepares it
Marcus Adeyemi.
How the work runs
- Date the episode
- Rebuild the path
- Write the note
Timing
Four working days when daily valuations exist; otherwise we say what weekly marks allow.
Where the work is done
PDF; call on request.
What to send
Daily or weekly valuations and a holdings list at the peak.
Limits we will not paper over
Weekly marks hide intra-week air pockets; we label that limit.
Fees
From £1,100 per note.