Services — research, diligence, and portfolio strategy
Greenhollowway offers a suite of services built to help investors make better informed decisions across public and private markets. Our core service lines focus on rigorous fundamental equity research, credit and fixed income advisory, and real asset diligence. Each engagement is designed to produce clear, reproducible outputs: valuation ranges, sensitivity matrices, and a recommended set of portfolio actions calibrated to investor objectives. We prioritize downside protection and transparent documentation so clients understand which assumptions drive outcomes and where active judgment is applied. Services are modular and can be delivered as one-off research packages, periodic monitoring retainers, or integrated advisory projects where we partner with internal teams to implement recommendations. Our work is oriented toward long-term investors and fiduciaries who value disciplined analysis, not noise-driven recommendations.
Service offerings
Our services are organized to meet common investor needs while allowing customization for unique mandates. Equity research packages include full financial model development, scenario-based discounted cash flow analysis, peer-comparison studies, and a documented investment thesis with exit criteria. Fixed income advisory focuses on credit assessment, covenant analysis, and duration positioning under multiple rate paths. Real asset diligence covers property-level underwriting, market comparables, cap-exit analysis, and capital expenditure forecasting. For institutional clients we provide portfolio construction workshops, correlation and diversification diagnostics, and stress-testing that quantifies potential drawdowns under adverse scenarios. Deliverables are presented with clear tables, charts, and executive summaries designed for board or committee review. Each offering emphasizes auditable assumptions so clients can replicate or challenge results with confidence.
Equity Research
Comprehensive modeling, valuation scenarios, and recommendation-grade reports suitable for investment committees.
Fixed Income Advisory
Credit diligence, duration advice, and scenario analysis tailored to liability and income objectives.
Real Asset Diligence
Property underwriting, market comps, cap rate stress tests, and capex planning for direct investments.
Portfolio Construction
Asset allocation design, risk budgeting, rebalancing rules, and performance attribution frameworks.
Due Diligence Support
Independent review of third-party managers, fund terms, and transaction diligence deliverables.
Ongoing Monitoring
Custom monitoring packages with periodic updates, alerts for trigger events, and re-evaluation sessions.
Our process and deliverables
Every engagement follows a clear, documented process that begins with defining objectives and constraints, followed by data collection and model construction. We perform primary and secondary research, build scenario-driven financial models, and conduct sensitivity and stress testing to identify key value drivers and vulnerabilities. Client deliverables typically include an executive summary, a detailed technical appendix that includes model assumptions, and a management memo highlighting triggers for reassessment. For portfolio engagements we deliver allocation matrices, expected return and volatility estimates, and a rebalancing schedule aligned with liquidity needs. We present results in interactive formats when preferred, and provide training sessions to ensure internal teams can interpret and use the work effectively. Our emphasis on transparent assumptions and reproducible outputs ensures clients can rely on the analysis for governance and compliance purposes.
Engagement models & pricing
Greenhollowway offers flexible engagement models to suit different levels of need and budgets. Typical models include single-project research assignments with fixed fees, subscription-based monitoring retainers for ongoing coverage, and time-and-materials advisory work for bespoke mandates such as transaction support. Pricing is calibrated to scope complexity, depth of modeling, market data requirements, and desired deliverable formats. For institutional clients we can structure multi-quarter partnerships that include scheduled reviews, ad-hoc diligence days, and governance reporting. For smaller mandates we provide focused, efficient studies that prioritize the highest-impact analyses. Prospective clients receive a clear statement of work and fee estimate after an initial scoping conversation. To begin the process, contact our team and we will schedule a discovery call to outline a proposal aligned with your objectives.