Method
How we map small-cap momentum
A plain walkthrough of the mapping method used in our flagship engagement — from universe definition to the briefing table.
The method exists to answer a practical question: among these small-cap names, where is price leadership concentrating, and can that leadership actually be traded given liquidity?
- Define the universe
We lock a list or a clear boundary (sector, market, market-cap band). Names outside the boundary are not silently added later. Exclusions — too illiquid, dual-listed complications, or client restrictions — are recorded first.
- Read relative strength with context
Rankings consider how price has behaved versus peers over agreed windows, not a single magic lookback. A name that leads because peers collapsed is annotated differently from one that leads with broad participation.
- Check participation and float
Momentum without volume support, or with float that makes meaningful size unrealistic, is marked. This step is why several clients say the liquidity notes matter as much as the order of names.
- Place sector context around the list
We note whether leadership sits inside a sector that is itself gaining or losing participation. Rotation context prevents treating an isolated winner as a group trend.
- Write the map, then brief it
The written map arrives before we meet. The briefing is for disagreement, sizing questions, and clarifying caveats — not for reading the document aloud.
What the method refuses to do
It does not forecast next week’s closes. It does not replace your fundamental work on a company. It does not hide uncertainty behind a single score. Where the tape is ambiguous, the map says so.
Related engagements
- Small-Cap Momentum Mapping — full method, written map, ninety-minute briefing
- Sector Rotation Review — when you need the sector layer without a full name map
- Weekly Momentum Brief — ongoing reading of a fixed list
Ready to apply the method to your coverage list? Request a briefing.