1. THE THEORETICAL FRAMEWORK
The 2026 Valspar served as a test of Hard-Pan Strike Normalization. Our thesis focused on the "Steep Attack" required for West Florida sandy lies and "Below-the-Hole" Geometric Positioning.
2. DEFINITIVE ASSET ALLOCATION LEDGER
Sungjae Im (Growth Buy): T4 (-8). [WIN] Validated the Resident Advantage model.
Justin Thomas (Conviction): T30 (-2). [LOSS] Struggled with R2 dispersion.
Pierceson Coody (Value Alpha): T55 (+1). [LOSS] Technical collapse on the Saturday "Bermuda Spike."
Sam Burns / Si Woo Kim: DNP. [RETURNED] Capital preserved through Integrity Gate.
NET WEEK YIELD: -33.0%
Institutional Note: The week resulted in a drawdown due to the high-variance performance of the Speculative assets. However, the identification of Sungjae Im (T4) as a resident outlier prevented a total bankroll failure. We identified a systemic "Gap" regarding veteran resilience (Fitzpatrick) which has been addressed in our v13.0 weighting update.