RS Investment Management

RS Investment Management

Last Update: 2014-11-14

Number of Stocks: 367
Number of New Stocks: 53

Total Value: $10,841 Mil
Q/Q Turnover: 14%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

RS Investment Management' s Profile & Performance

Profile

The privately held San Francisco-based investment firm provides services for pension and profit sharing plans, pooled investment vehicles, corporations, and banks. Matthew H. Scanlon, a graduate of Northwestern’s Kellog School of Management, is the firm’s CEO. RS Investment’s total assets are almost $27 billion.

Web Page:http://www.rsinvestments.com/

Investing Philosophy

RS Investment Management invests in public equity and fixed income markets across the world, as well as both growth and value stocks. In March, the firm launched an emerging markets small-cap fund for both retail and institutional share classes.

Total Holding History

Performance of RS Partners Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201342.1531.5510.6
201219.3915.44.0
2011-7.592.08-9.7
3-Year Cumulative56.8 (16.2%/year)55 (15.7%/year)1.8 (0.5%/year)
201027.9615.0612.9
200943.6726.4617.2
5-Year Cumulative188.3 (23.6%/year)125.5 (17.7%/year)62.8 (5.9%/year)
2008-38.63-37-1.6
2007-3.785.61-9.4
20067.8915.79-7.9
2005-0.944.91-5.8
200413.29121.3
10-Year Cumulative106.1 (7.5%/year)104.1 (7.4%/year)2 (0.1%/year)
200316.8928.7-11.8
20024.48-22.126.6
200112.99-11.924.9
20001.81-9.110.9
19990.1721-20.8
15-Year Cumulative190.1 (7.4%/year)98.3 (4.7%/year)91.8 (2.7%/year)
1998-2.9528.6-31.6
1997-3.3733.4-36.8
19965.7123-17.3

Top Ranked Articles

Weekly Guru Bargains Highlights: ABV, BBD, ITUB, 7775, HDB
According to GuruFocus updates , these stocks have declined the most since Gurus have bought. Read more...
Low PE Stocks from RS Investment Management
RS Investment Management Co. LLC is a privately owned investment manager handling separate client-focused equity and fixed income portfolios and mutual funds for its clients. Read more...
RS Investments Comments on Willis Group Holdings
Tupperware: A Different Bet on Emerging Markets
For many of us, the name Tupperware is as American as apple pie on the 4th of July. Yet, this iconic brand now does far more business outside of the U.S.A. than within it. Last year, 2013, it derived 90% of its revenue from international markets, and taking the analysis one step deeper, received 65% of revenue from emerging markets. Read more...
RS Investments Comments on AAP
» More RS Investment Management Articles

Commentaries and Stories

  • Currently 3.50/5

Rating: 3.5/5 (2 votes)

Tupperware: A Different Bet on Emerging Markets RS Investment Management,Joel Greenblatt - Tupperware: A Different Bet On Emerging Markets
For many of us, the name Tupperware is as American as apple pie on the 4th of July. Yet, this iconic brand now does far more business outside of the U.S.A. than within it. Last year, 2013, it derived 90% of its revenue from international markets, and taking the analysis one step deeper, received 65% of revenue from emerging markets. More...

VALUE, LONG, EMERGING MARKETS, INTERNATIONAL, TUPPERWARE


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Recent Real-Time Picks From The Investing Gurus
Here are some of the most recent Real-Time Picks from the investing gurus: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

John Rogers and RS Investments Top Guru Real Time Trades of the Week RS Investment Management,John Rogers - John Rogers And RS Investments Top Guru Real Time Trades Of The Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. This week we saw notable increases and buys in Real Time activity from John Rogers (Trades, Portfolio) and RS Investment Management (Trades, Portfolio). More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

RS Investment Management’s Exploration & Production Pick
Growing global economic recovery continues to place oil and gas explorers and explorers under pressure. Although recovery across the globe is unequal, energy demand rises steadily. While the most dramatic change in indicators has been recorder for North America, Europe struggles to find its north. Meanwhile, the Chinese economy returns to normal growth indicators. In addition to the pressure from developed economies over energy supplies, the Middle East and Africa fall prey to political uncertainty, scaring away foreign investors. The so called Arab Spring, and continued attacks to assets located in Africa, left many energy producing countries out of the business momentarily. Hence, others regions became more attractive as the proper equipment became available. For example, shale reserves in the US or Argentina. And, even the Chinese government took interest in the exploration of unconventional reserves. One company with important presence in North America is Cabot Oil and Gas (COG). More...

ENERGY, GAS, NORTH AMERICA


  • Currently 3.40/5

Rating: 3.4/5 (5 votes)

Novartis' 'Cliffy' Business
Novartis AG (NVS) is a company committed to providing healthcare solutions to improve the health and well-being of patients and societies worldwide through the research, development, manufacturing and marketing of healthcare products and pharmaceuticals. The firm generally sells its prescription drugs, mainly to wholesale and retail drug distributors, hospitals, clinics, government agencies and managed healthcare providers. Its portfolio includes innovative medicines, preventive vaccines and diagnostic tools, generic pharmaceuticals and consumer health products. Last quarter was a rough one for this company. Its reported net income was $2.1 billion, and fell short from the $2.4 billion estimate. There's some worry that, as generic competition continues to increase, the company's growth does otherwise. Is there any chance it doesn't? More...

LONG, PHARMA, HEALTHCARE, PRESCRIPTION, DRUGS,


  • Currently 2.50/5

Rating: 2.5/5 (4 votes)

Groups of Gurus Trade Ten-Year Low P/B Stocks - CLH, IMO and TEVA
According to the GuruFocus Value Screen that shows value strategies of stocks traded at historical low P/B ratios, Teva Pharmaceutical Industries Ltd. (TEVA), Imperial Oil Ltd (IMO) and Clean Harbors Inc. (CLH) are held by numerous gurus and trading near their 10-year low. Here are the company updates and trading highlights as of the third quarter of 2013. More...

DRUG MANUFACTURERS – SPECIALTY & GENERIC, OIL & GAS REFINING & MARKETING, WASTE MANAGEMENT


  • Currently 4.50/5

Rating: 4.5/5 (4 votes)

NQ Mobile – The Fog Factor
NQ Mobile is a China-based provider of mobile Internet services that markets itself with concern for user protection. But what about shareholder protection? According to Forbes, NQ is in trouble. When research firm Muddy Waters blew the whistle on its largest client back in October, calling the company a “fraud,” NQ Mobile’s market cap fell almost instantly by $500 million. The stock price also plummeted from $24.62 on Oct. 21, 2013, to $8.80 on Oct. 28. NQ Mobile denies allegations, according to Forbes and Bloomberg. More...

SOFTWARE – APPLICATION


  • Currently 3.40/5

Rating: 3.4/5 (5 votes)

Weekly Guru Bargains Highlights: ABV, BBD, ITUB, 7775, HDB
According to GuruFocus updates , these stocks have declined the most since Gurus have bought. More...

  • Currently 1.80/5

Rating: 1.8/5 (5 votes)

RS Investment Management Sells in Second Quarter
The privately owned investment manager, RS Investment Management, is led by CEO Matthew H. Scanlan and based in San Francisco. The company’s portfolio currently lists 310 stocks, with 56 new stocks, a total value of $13.78 billion, and a quarter over quarter turnover of 17%. After second quarter trading, the portfolio’s top four sectors are weighted as: energy at 20.9%, basic materials at 16.8% and financial services and industrials both at 13.2%. More...

BUSINESS SERVICES, INSURANCE – REINSURANCE, BUILDING MATERIALS, TOOLS & ACCESSORIES, OIL & GAS E&P


  • Currently 2.50/5

Rating: 2.5/5 (4 votes)

RS Investment Management Comments on Crown Holdings
Crown Holdings (CCK) manufactures steel and aluminum cans for the food and beverage industry. We were first attracted to Crown as an investment because of the stable end-demand for its products given that, even in recessions, purchases of canned goods do not materially change. In addition, the can industry has become increasingly consolidated in the more developed markets, resulting in disciplined behavior around both pricing and volumes. The result has been steady returns on capital and a business that produces a consistent and healthy stream of free cash flow. More...

  • Currently 2.50/5

Rating: 2.5/5 (4 votes)

RS Investment Management Comments on Life Technologies
Life Technologies (LIFE) is a global life sciences company that manufactures and sells instruments, consumables, and services used in life science research as well as in commercial applications. The Company sells a broad range of products including cell cultures, sample preparations, DNA analysis and forensic products. Life has more than 75,000 customers in 160 countries and provides integrated and complete solutions that address researchers' workflow. End markets for Life's products are academic/government organizations (~45% of revenue), pharmaceuticals and biotech (~30%), and applied markets (~25%), which include forensics, diagnostics, and water and food safety. Importantly, 80% of Life's revenue is recurring (i.e., consumables and services) with the other 20% related to instrument sales. More...

  • Currently 2.67/5

Rating: 2.7/5 (3 votes)

RS Value Fund First Quarter 2013 Mutual Fund Commentary
Philosophy and Process More...

  • Currently 2.75/5

Rating: 2.8/5 (4 votes)

RS Investments Comments on AAP
  • Currently 2.71/5

Rating: 2.7/5 (7 votes)

RS Investments Comments on Willis Group Holdings
  • Currently 3.00/5

Rating: 3.0/5 (4 votes)

RS Investments Value Fund Second-Quarter Commentary
Philosophy and Process: We believe that company-specific value creation is often mispriced in the public equity markets. As such, the RS Value Team employs an investment process that is largely predicated on business analysis, with the assumption that stock prices will track economic value creation over time. We are, therefore, interested in understanding how companies create value, which by definition means dissecting businesses into their component parts to gain insights into how and where capital is being allocated, and the cash flows and returns associated with these capital decisions. When we have identified situations where there is a visible path towards future value creation, and a management team is in place that we believe is capable of executing the business plan, a company qualifies for our "farm team." However, as value investors, we know that risk is not defined as share price volatility, but rather the permanent impairment of capital. As a result, farm team names only come into the portfolio when we can: a) clearly quantify a downside or safety net value, and b) the market provides us with an opportunity to purchase an interest in the company close to or, preferably, More...

  • Currently 4.33/5

Rating: 4.3/5 (3 votes)

RS Investments Second-Quarter Commentary
Philosophy and Process: We believe that company-specific value creation is often mispriced in the public equity markets. As such, the RS Value Team employs an investment process that is largely predicated on business analysis, with the assumption that stock prices will track economic value creation over time. We are, therefore, interested in understanding how companies create value, which by definition means dissecting businesses into their component parts to gain insights into how and where capital is being allocated, and the cash flows and returns associated with these capital decisions. When we have identified situations where there is a visible path towards future value creation, and a management team is in place that we believe is capable of executing the business plan, a company qualifies for our "farm team." However, as value investors, we know that risk is not defined as share price volatility, but rather the permanent impairment of capital. As a result, farm team names only come into the portfolio when we can: a) clearly quantify a downside or safety net value, and b) the market provides us with an opportunity to purchase an interest in the company close to or, preferably, More...

  • Currently 3.80/5

Rating: 3.8/5 (5 votes)

RS Investments' Value Fund First Quarter 2012 Mutual Fund Commentary
RS Investment Management Co. LLC is a privately owned investment manager handling separate client-focused equity and fixed income portfolios and mutual funds for its clients. This is its first-quarter commentary from its Value Funds: More...

  • Currently 4.33/5

Rating: 4.3/5 (3 votes)

Low PE Stocks from RS Investment Management
RS Investment Management Co. LLC is a privately owned investment manager handling separate client-focused equity and fixed income portfolios and mutual funds for its clients. More...

LONG TERM PORTFOLIO, VALUE INVESTOR, MANAGEMENT, LONG


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