Research Philosophy
Analysis starts from the assignment and the available record. Findings are limited to what the sources can support.
Methodology
Work is limited to what the record can support. Sources are verified, and assumptions are documented with the findings.
Analysis starts from the assignment and the available record. Findings are limited to what the sources can support.
Public filings, government records, and lease documents are checked against the assignment before they are used. Secondary commentary is not treated as evidence.
Assumptions are stated with the work so a reader can see what was taken from the record and what was inferred.
Calculations, source records, and completeness are reviewed before findings are delivered.
Process
Every engagement follows the same disciplined process.
Establish the client's objective, portfolio scope, information requirements, and expected deliverables.
Gather relevant agreements, amendments, financial data, public records, and supporting documentation.
Review the records, verify sources, and test the assumptions that follow from them.
Check calculations, source records, documented assumptions, and completeness.
Provide organized findings in a format suited to the assignment.
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