RS Investments
RS Concentrated All Cap Value Strategy
Value
Jun 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of RS Investments for every strategy.
Also held
Its investment theses
- CACI InternationalJun 2025CACI 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.
- White Mountains Insurance GroupJun 2025White 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.