Representative work • Rigorous, practical 🌐
The portfolio below highlights representative projects where Hollowridgefield applied its multi-layered investment framework. Each case demonstrates how we blend financial modeling, scenario testing, and qualitative assessment to form a concise investment thesis. These examples include equity stock analyses with valuation ranges, fixed income credit studies with stress cases, and real asset valuations with long-term cash flow scenarios. Deliverables emphasize transparent assumptions, monitoring triggers, and clear recommendations so clients can implement and track outcomes effectively.
A multi-scenario valuation of a mid-cap software firm assessing recurring revenue quality and margin leverage. The analysis produced a central valuation range with downside stress that informed a selective buy recommendation and position sizing guidance.
View methodologyA credit study modeling default paths and recovery assumptions across economic cycles. Outputs included expected loss distributions and hedging options to limit portfolio tail exposure while preserving income objectives.
Read the approachA long-horizon cash-flow model for a logistics portfolio with capex schedules, rent roll sensitivity, and terminal value scenarios. Recommendations included contractual protections and phased acquisitions to manage execution risk.
See detailsEach engagement emphasizes a monitoring framework with discrete triggers and reassessment rules. For equities this includes revenue and margin thresholds, changes in working capital, and governance signals. For credit, we monitor spread decompositions, covenant breaches, and liquidity metrics. For real assets we track occupancy, rental growth, and capital expenditure execution. The monitoring framework is designed so clients can detect deviation from base-case assumptions early and act in a disciplined manner. We provide recommended checklists, periodic re-valuations, and alert criteria to help preserve capital and capture identified upside when signals align with the thesis.
Deliverables are tailored to how clients make decisions. Options include compact investment memos, interactive spreadsheets with scenario toggles, monitoring dashboards, and presentation-ready summaries for committees. We prioritize clear assumptions and reproducible calculations so clients can update models or re-run scenarios as conditions evolve. For longer engagements we offer training sessions to onboard client teams to the outputs and any analytical tools provided.