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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
RS Investments

RS Small Cap Value Strategy

Small-cap Value

Mar 2025 → Jun 2025

Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 2 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.

Its investment theses

  • Garrett MotionJun 2025Garrett Motion is a leading turbocharger technology provider with a strong business model that generates solid returns and value for shareholders.
  • Nomad FoodsMar 2025Nomad 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.

Every letter

2025

  • June 2025
  • March 2025

Other RS Investments strategies

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