Research at RCM

Idea Generation

The market is not a static environment; what worked yesterday will not necessarily work today.  Our methods of analysis and information sources must continue to evolve over time.

Our unique Dual Research Platform is comprised of our Fundamental Global Research Team and our Grassroots^SM Research Team. The Research Department is responsible for equity analysis across the capitalization spectrum (large, mid, small and micro cap) domestically and, increasingly, internationally. The Fundamental Global Research Team consists of a staff of equity analysts organized by sector responsibilities: Technology, Health Care, Financial Services, Telecom/Media, Industrials, and Consumer.

Client Portfolio Benefits:

• Dedicated research staff

• Innovative and proprietary investment tools

• Analysts follow industries on global basis from a local base

• Conduct over 2,000 meetings per year with corporate management

• Daily interface with Portfolio Management

• Analysts manage money

• Integrated with Grassroots^SM Research

It is RCM’s policy to make every effort to know the stocks we own better than other investors. To this end, we make maximum use of contacts at various corporate levels, as well as with company competitors, end-users, and suppliers. In all of our analysis, we strive to identify change before it is generally recognized. Whenever possible, we want to be able to act rather than to react. In addition to traditional sources of information and extensive quantitative evaluation, we have developed special proprietary research disciplines that have proven invaluable.

Our fundamental work is done through meetings with management and discussions with competitors, with information about the company gleaned from other proprietary sources and importantly supplemented by our Grassroots^SM Research effort.

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 that is paid for by commissions generated by orders executed on behalf of RCM's clients.

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