Team Overview
The RS Mid Cap Growth Portfolio and related products are Co-Managed by Steve Bishop, Melissa Chadwick-Dunn, Allison Thacker, and Scott Tracy. All Co-Managers are members of the RS Growth Team. The RS Growth Team consists of eight seasoned investment professionals who on average have over 14 years of investment experience.
Portfolio Management Team
Steve Bishop
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: August 1996
- Tenure as Co-Portfolio Manager: January 2007
- Prior Experience: Analyst at Dean Witter Reynolds, Inc. for two years
- Education: B.A. from University of Notre Dame and M.B.A. from Harvard Business School
Melissa Chadwick-Dunn
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 Small Cap Equity Fund, and related institutional strategies
- Tenure with RS: April 2001
- Tenure as Co-Portfolio Manager: January 2007
- Prior experience: Equity Analyst at Putnam Investments for two years; four years in investment banking, working on corporate finance and mergers-and-acquisition transactions for Lehman Brothers and McDaniels S.A.
- Education: B.A. and M.A. from University of Chicago and M.B.A. from Wharton School of Business
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
Scott Tracy, CFA
Co-portfolio manager of RS Small Cap Growth Fund, RS Select Growth Fund, RS Mid Cap Growth Fund, RS Growth Fund, RS Small Cap Equity Fund, and related institutional strategies.
- Tenure with RS: December 2001
- Tenure as Co-Portfolio Manager: January 2007
- Prior experience: Spent three years at Shoreline Investment Management, the in-house asset management arm of Hewlett-Packard and one year as an equity analyst at Montgomery Securities
- Education: B.A. from Trinity College, M.B.A. from University of California at Berkeley, and is a CFA Charterholder