HF Best Ideas
AnalysesQuarterly LettersInsightsCharts✦Warren AI
AnalysesQuarterly LettersInsightsCharts✦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 9 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

  • Independence Realty Trust, Inc.
  • Ameris Bancorp
  • Graphic Packaging Holding Company
  • ACI Worldwide, Inc.
  • Nomad Foods Ltd.
  • Fluor Corporation
  • Gates Industrial Corporation plc
  • Globe Life Inc.
  • Garrett Motion Inc.

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
© 2026 HF Best Ideas
ExploreCompanies A–Z·Research·Charts·Fund overlap tool
Privacy·Terms·Disclosures·Contact