Team Overview

The RS Concentrated Small Cap Growth Portfolio is Co-Managed by Jim Callinan and Allison Thacker. Both Co-Managers are members of the RS Growth Team. The RS Growth Team consists of seven seasoned investment professionals, who on average have over 14 years of investment experience.

Portfolio Management Team

Jim Callinan

Co-portfolio manager and analyst of RS Concentrated Small Cap Growth Portfolio and other institutional strategies

  • Tenure with RS: June 1996
  • Tenure as Portfolio Manager: June 1996
  • Prior Experience: Served on the investment team of Putnam's growth group for nine years; portfolio manager of Putnam OTC Emerging Growth Fund for two years
  • Education: A.B. from Harvard College, M.S. from New York University, M.B.A. from Harvard Business School, and is a Chartered Financial Analyst

Allison Thacker

Allison Thacker

Co-portfolio manager of RS Small Cap Growth Fund, RS Smaller Company Growth Fund, RS Select Growth Fund, RS Mid Cap Growth Fund, RS Growth Fund, RS Technology Fund, RS Small Cap Equity Fund, and related institutional strategies

  • Tenure with RS: July 2000
  • Tenure as Co-Portfolio Manager: January 2007
  • Prior experience: Analyst at Putnam Investments and Merrill Lynch for a total of three years
  • Education: B.A. from Rice University and M.B.A. from Harvard Business School

RS Growth Team

You should read the current RS Funds' Prospectus before investing. The RS Funds' Statement of Additional Information (SAI)  provides information about the Funds that may not be contained in the Prospectus.

RS Funds are sold by Prospectus only. You should carefully consider the investment objectives, risks, charges, and expenses of the RS Funds before making an investment decision. The prospectus contains this and other important information. Please read it carefully before investing or sending money. To obtain a printed copy, please call 800-766-3863.

If you are an existing shareholder and would like a copy of the prospectus or need to contact RS Investments, call 800-766-3863. If you are interested in learning more about and how to invest with RS, please contact your financial professional.

The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

RS Funds are distributed by: Guardian Investor Services LLC, 7 Hanover Square, New York, NY 10004.

RS is an independent subsidiary of Guardian Investor Services LLC. Guardian Investor Services LLC (GIS), is a registered broker-dealer, registered investment advisor, and a wholly owned subsidiary of The Guardian Life Insurance Company of America.

Not A Deposit / Not FDIC or NCUA Insured / May Lose Value / No Bank or Credit Union Guarantee

GIS is a member: FINRA and SIPC.

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