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MFWire: RS Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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RS Investment Management
388 Market Street
Suite 1700
San Francisco, CA  94111
Google Maps

Contact
Main Phone: 415-591-2700
Web Site: http://www.rsinvestments.com/index.htm

Mutual Fund Brand(s)
RS Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    News broke in June 2015 that Guardian put RS Investments on the block, and in December 2015 Guardian unveiled a deal to sell RS to a private equity-backed mutual fund firm, Victory Capital. The deal closed in July 2016.

    RS Investments was founded in 1990 as the asset management arm of Robertson Stephens & Company, a San Francisco-based venture capital firm started in 1978.

    The first RS Fund was the Orphan Fund, which opened in 1990. The Contrarian Fund was opened in 1993.

    Robertson Stephens was sold to Bank of America in 1997. G. Randy Hecht, President and CEO, and founding partner Paul Stephens led a management buyout of the asset manager from the bank that closed on March 1, 1999.

    Guardian Investor Services (GIS) acquired RS in 2006. Subsequently, RS adopted the funds previously advised by The Guardian Life Insurance Company of America (parent of GIS) and rebranded them under the RS Funds umbrella.

    GIS is the investment sub-advisor to the RS Funds' asset allocation, equity index and fixed income funds.

    On January 4, 2012, RS Investments named Matthew Scanlan as its new CEO, succeeding Terry Otton, who retired from the company.

    Adoptions

    RS announced the adoption of the Oak Value Fund, a GARP manager, on June 24, 2010. The transaction was completed on September 7, 2010.

    RS Investments got acquired by Victory Capital Management in 2016.

    As of March 31, 2017, RS Investments has a total of $17.7 billion AUM.
    Sponsored Opportunities



    Key People:
    U Wen Kok
    Chief Investment Officer, RS Investments
    Daniel Lang
    Chief Investment Officer, RS Investments
    Scott Tracy
    Chief Investment Officer, RS Investments
    Story Archive for RS Investment Management
    Published On Story Headline Publication
    8/25/2016 Two Execs Join Victory in a Key Channel MFWire.com
    8/9/2016 Stork and Reaper - August 9, 2016 MFWire.com
    3/7/2016 An RS Channel Chief Heads East, Ahead of the Victory Deal MFWire.com
    3/3/2016 As a Cali Shop Sells, Its DC I-O Chief Departs 401kWire.com
    12/18/2015 Guardian Finds RS' New Home MFWire.com
    8/17/2015 It's DoubleLine Vs. Victory In a $275MM Auction MFWire.com
    6/29/2015 Who Will Buy This Insurer's $14.6B Mutual Fund Shop? MFWire.com
    2/24/2015 Keep an Eye On Putnam and Three Others MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    8/20/2013 M* Rates Five Funds For the First Time MFWire.com
    3/8/2013 Stork and Reaper for the Week of March 4, 2013 MFWire.com
    2/22/2013 Stork And Reaper for the Week of February 19, 2013 MFWire.com
    1/18/2013 Stork and Reaper for the Week of January 14, 2013 MFWire.com
    1/4/2013 RS Fires a PM Team and Merges Away Its Fund MFWire.com
    11/12/2012 Scanlan Adds 11 to RS MFWire.com
    9/21/2012 Scanlan Nears His CFO Choice for RS MFWire.com
    7/19/2012 Stork and Reaper for July 19, 2012 MFWire.com
    1/5/2012 RS Investments Picks an Ex-BGI Exec as its New Chief MFWire.com
    5/17/2011 T. Rowe and Fido Dominate an I-O Niche 401kWire.com
    9/8/2010 RS Investments Keeps its Eye Out for More Deals MFWire.com
    9/7/2010 Oak Value Capital Completes the Sale of its Assets MFWire.com
    6/24/2010 RS Investments Adopts a Fund MFWire.com
    12/31/2009 RS Finishes 2009 By Unveiling Three New Funds MFWire.com
    11/9/2009 RS Invests in a BlackRock Alum MFWire.com
    8/18/2009 Ariel, RS, Appleseed All Draw the WSJ's Focus MFWire.com
    11/5/2008 Guardian Lures a Hartford Fund Sales Vet On Board MFWire.com
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