Team Overview
The RS Concentrated All Cap Value Portfolio and related products are co-managed by MacKenzie Davis, David Kelley, Joe Mainelli, Andy Pilara, Ken Settles, and Joe Wolf. All six co-portfolio managers are members of the RS Value Team. The RS Value Team consists of 15 seasoned investment professionals, who on average have over 14 years of investment experience.
Portfolio Management Team
MacKenzie Davis, CFA
Co-portfolio manager of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, RS Global Natural Resources Fund, and related institutional strategies
- Tenure with RS Investments: March 2004
- Tenure as Co-Portfolio Manager: January 2005
- Prior Experience: High Yield analyst at Fidelity Management & Research Company for four years; vice president at Fidelity Capital Markets for four years; analyst at Goldman Sachs & Company for two years
- Education: B.A. from Brown University and is a CFA Charterholder
David Kelley
Co-portfolio manager of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, and related institutional strategies
- Tenure with RS Investments: November 2002
- Tenure as Co-Portfolio Manager: January 2004
- Prior Experience: Small-cap analyst at Pequot Capital Management from 2001 to 2002; analyst with Crestwood Capital, an ING affiliated hedge fund group for three years; associate with Goldman Sachs & Company in the mergers and acquisitions department for three years
- Education: B.A. from Yale University and M.B.A. from Harvard Business School
Joseph Mainelli
Co-portfolio manager of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, and related institutional strategies
- Tenure with RS Investments: March 2007
- Tenure as Co-Portfolio Manager: March 2009
- Prior Experience: Equity research analyst focusing on small- and mid-cap value investments at David J. Greene & Company; equity research analyst at the hedge funds of Sagamore Hill Capital and ING Furman Selz Asset Management
- Education: B.A. from Princeton University and M.B.A. from Columbia Business School
Andy Pilara
Co-portfolio manager of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, RS Global Natural Resources Fund, and related institutional strategies
- Tenure with RS Investments: September 1993
- Tenure as Portfolio Manager: 1999
- Prior Experience: President of Pilara Associates, a private investment firm specializing in value investing for 19 years
- Education: B.A. from St. Mary's College of California
Ken Settles, CFA
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Co-portfolio manager of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, RS Global Natural Resources Fund, and related institutional strategies
- Tenure with RS Investments: September 2006
- Tenure as Co-Portfolio Manager: May 2007
- Prior Experience: Senior energy analyst at Neuberger Berman, LLC for seven years; financial analyst at Salomon Smith Barney, Inc. for three years
- Education: B.A. in economics from Williams College and is a CFA Charterholder
Joe Wolf
Co-portfolio manager of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, and related institutional strategies
- Tenure with RS Investments: December 2001
- Tenure as Co-Portfolio Manager: January 2004
- Prior Experience: senior financial analyst at Goldman Sachs & Company for four years in both the equities division and strategic consulting group
- Education: B.A. from Vanderbilt University and M.B.A. from Harvard Business School