Group 1 - The thesis for Capital Southwest (CSWC) focuses on setting expectations in a falling rate environment, indicating a shift in total return outcomes compared to historical norms [1] - The analysis emphasizes the importance of understanding macroeconomic trends and corporate earnings to identify high-growth investment opportunities [1] Group 2 - The research approach combines rigorous risk management with a long-term perspective on value creation, aiming to provide actionable ideas for investors [1] - The analysts have a strong background in quantitative research, financial modeling, and risk management, enhancing the quality of insights provided [1]