​Although we appreciate the attractiveness of the renewables portfolio and distribution profile offered by BEP, we also take note of BEP’s unique structure, BAM’s control over BEP, and the numerous conflicts of interest and related party transactions that result in a weak investment position for BEP’s unitholders.
Independent equity research focused on the North American market that leverages ARC’s unparalleled expertise in applying proprietary forensic accounting knowledge to investment analysis.
The ARC process is focused on avoiding financial reporting and accounting risks while identifying companies with superior adjusted cash flow metrics.
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