RS Funds Overview Our People Prospectus (pdf)


Our Approach to Investing

Firm Overview (PDF)

Our Approach to Investing   RS Investments (RS) is a firm of seasoned money managers, united by an uncompromising focus on fundamental research, disciplined investment processes and the pursuit of superior long-term investment results. RS is a San Francisco-based investment management firm founded in 1986 and is the investment adviser for all of the RS Funds and is now an independent subsidiary of Guardian Investor Services LLC.

The Secret to Our Performance — Our People   We prize independent thinking and have created an investment culture in which exceptional talents can excel. Our investment professionals are willing to think outside the box, probe beneath the surface, and revisit data until extraordinary ideas emerge. We believe this gives us a distinct advantage in uncovering investment opportunities.

United by fundamental research   Our research isn't just rigorous. It's relentless. We look beyond the surface to see companies through the eyes of customers, competitors, suppliers, managers, investors and employees. We examine the culture, the cash flow, the return on investment and the deployment of capital. We look for signs of strength and hints of vulnerabilities that could affect our investment thesis or present unexpected challenges over the long term.

RS Investments Highlights Dedicated to investment excellence   Our investment managers have the experience, the discipline and the perceptiveness to uncover unique opportunities — and the wisdom to keep asking questions long after an investment is made. The result is a comprehensive knowledge of the securities in our portfolios: not just when it's propitious to buy but also when it's prudent to sell.

A History of Proven Performance   We are very proud of our investment performance over the years. Please see our Ratings and Rankings page for current ratings and rankings.

Our Roots

RS was founded as a subsidiary of Robertson, Stephens & Company — an investment banking firm with a business mission to serve the equity financing needs of fast-growing technology companies. Robertson Stephens' core strengths were its deep relationship with venture capitalists, entrepreneurs, and other groups delivering new companies, as well as its large staff of research analysts who provided investment research. Our roots in this fertile environment shaped our approach to investing: At RS Investments, our research and investment professionals strive to acquire better investment information and insight than our competitors. We are committed to providing our clients with exceptional investment products.

RS Investments Facts BoxRS Today

To meet all the needs of today's investors, we offer a full suite of investment products including value, growth and core equity funds. To meet all the investment needs of our clients, we also oversee the management of fixed-income and international equity funds. Through our relationship with Guardian Investor Services LLC, we enjoy a solid financial foundation and support that includes world-class shareholder services and infrastructure. Investors — both individual and institutional — benefit from our uncompromising focus in everything we pursue: investment excellence, superior service and the highest standard of integrity.

RS Investments CEO Terry R. Otton