Over 85% of Caywood-Scholl’s research is generated internally by company analysts, utilizing a vast array of internal and external credit research resources essential to our investment methodology.

Comprehensive information on issuers and industries is obtained from SEC filings (10K, 10Q, annuals), broker/dealer research, Intralinks & SyndTrak, and subscriptions to 10K Wizard, Bloomberg, S&P's Creditweek, Moody’s, Thomson One Analytics, and ValueLine. Caywood-Scholl places high value on communication and prefers those companies whose management teams are accessible. Our investment team maintains communication with company managements via conference calls, direct contact, industry conferences, and on-site visits.

Caywood Scholl‘s investment team also accesses RCM’s Research including in-depth macroeconomic analysis and fundamental equity research supplemented by Grassroots^sm Research.

Grassroots^SM Research is a division of RCM. Research data used to generate Grassroots^SM Research recommendations is received from reporters and field force investigators who work as independent contractors for broker-dealers. Those broker-dealers supply research to RCM and certain of its affiliates in connection with brokerage services.

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