RS Investments

Theses · 4

• CACI International

  June 2025

  CACI International is a key provider of IT products and services to the U.S. government, primarily benefiting from strong bipartisan support and a solid revenue stream from defense and intelligence contracts, leading to favorable share price performance and promising growth prospects.

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• White Mountains Insurance Group

  June 2025

  White Mountains Insurance Group, Ltd. is a compelling long-term investment due to its undervalued diverse portfolio and strong financial fundamentals, indicating significant potential for value realization.

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• Garrett Motion

  June 2025

  Garrett Motion is a leading turbocharger technology provider with a strong business model that generates solid returns and value for shareholders.

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• Nomad Foods

  March 2025

  Nomad Foods is a leading European frozen food manufacturer poised for recovery and growth following recent market challenges, with an attractive valuation and strong cash flow potential.

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Letter archive · 11

Funds · 8

• RS Concentrated All Cap Value Strategy2
• RS Large Cap Value Strategy2
• RS Small Cap Value Strategy2
• RS Global Strategy1
• RS International Strategy1
• RS Large Cap Growth Strategy1
• RS Mid Cap Growth Strategy1
• RS Mid Cap Value Strategy1