Growth
"We believe that innovation leads to sustainable long-term growth. We focus our clients' capital on those companies that we believe are best-positioned to realize the long-term business potential of innovation."
—RS Growth Team
Innovation Through a Long-Term Lens
We find innovation among organically growing companies – those that can create new markets or capture existing market share – and focus on "anchor points." Anchor points reflect board-level discussions of a company's enduring growth capabilities that our team translates into quantifiable metrics that can be monitored and evaluated throughout a company's growth cycle, regardless of what is taking place in the overall market.
An Experienced Team of Sector Specialists
Our team of three co-portfolio managers and four research analysts are sector specialists who draw from years of experience and relationships with industry experts and company management teams. Deep knowledge provides what we believe to be an advantage within our respective realms of expertise.
Recently, RS welcomed technology analyst, Paul Leung, CFA. Paul will cover software, internet, and technology services in conjunction with Portfolio Manager and technology analyst Steve Bishop.
Read about Paul's thoughts on technology in 2012 >
Focus on Risk Management
Prior to investing, our team requires a minimum two-to-one ratio of upside potential to downside risk for each investment over a 12 to 18 month period based upon our proprietary analysis. We have built a feedback mechanism into our process for identifying at-risk investments and constantly monitor our "farm team" of vetted stock ideas for placement into the portfolio.
Featured RS Growth Insights
"How healthy are your stocks?"
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"Return on Innovation - The Outlook for Technology"
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Learn more about RS Growth Funds:
Behind the Scenes with the RS Growth Team
Identifying Sustainable Growth in a Volatile Market
