Investment Thesis Review overview

Periodically reviews investment theses against realized outcomes — comparing original thesis assumptions (earnings growth, sector rotation, macro regime) against actual market developments, measuring thesis-attributed P&L contribution, evaluating conviction-weighted position sizing against realized Sharpe ratios, reviewing thesis expiration timelines and catalyst calendars, and deciding whether to maintain, modify, or retire active theses. Produces thesis scorecard reports with hit-rate analysis and lessons-learned documentation. Excludes new thesis origination and trade execution.