skip to main content

Investment Approach

 

The RS Investments Growth Team seeks to deliver long-term capital growth through a disciplined, research-intensive approach that discovers and invests in dynamic small-, mid-, and large-cap companies engaged in a broad range of technology activities, including those that utilize technology to create competitive advantages or benefit from the use or application of scientific or technological developments to sustainably grow earnings over time.

 

Philosophy and Process

 

  • Emphasize innovation – Search for pioneering, disruptive businesses that we believe can change an industry to drive sustainable earnings growth over time.
  • Focus on the long term– Highlight companies that are aligned with the team’s fundamental beliefs and that rank highly on key quantitative metrics.
  • Manage risk– Seek an attractive risk/reward profile at the time of purchase to construct a high conviction portfolio of the team’s best ideas.

Management Team

Scott Tracy
Scott Tracy

Chief Investment Officer

Read Bio
See full team

 (As of )