What the specialists did this week · as of 2026-09-18
6 names just entered Early Conviction.
Read from the mandatory filings and options tape of proven specialist funds. Names with converged specialist support beat the S&P by +2.1pts the following quarter on average.
We printed it before the move — from the numbered receipts
+8%
first print to exit signal · S&P +1% same window
+14%
first print to exit signal · S&P +9.4% same window
+8.7%
first print to exit signal · S&P +8% same window
Every call is numbered, wins and losses, in the open — the full record →
Just entered Early Conviction
Support is thinning — shown unmasked, we never delay a warning
Names that lost specialist support lagged the S&P by 4.8 points (median) the following quarter and beat it only 39% of the time.
Sourced exclusively from public, mandatory disclosures and listed options data. Evidence, not advice. Track our public record on The Book.
