Team Overview
The RS Capital Appreciation Fund and related products are co-managed by Larry Coats, Christy Phillips, and David Carr. All Co-Managers are members of the RS Core Growth Team. The RS Core Growth Team consists of six investment professionals, who on average have over 15 years of investment experience.
Back row: Jean Timken, Larry Coats, Brad Meeks, Christy Phillips, David Carr. Front row: Mary Robbins, Todd Young.
David R. Carr, Jr.
David R. Carr, Jr.
Co-portfolio manager on RS Core Growth Team
- Tenure with RS Investments: Since 2010
- Tenure in industry: Since 1986
- Prior Experience: Oak Value Capital Management since 1986
- Education: BS, University of North Carolina at Chapel Hill; Juris Doctor, University of North Carolina at Chapel Hill
Larry D. Coats, Jr.
Larry D. Coats, Jr.
Co-portfolio manager on RS Core Growth Team
- Tenure with RS Investments: Since 2010
- Tenure in industry: Since 1986
- Prior Experience: Oak Value Capital Management since 1994
- Education: BS, University of South Carolina (Conway); MBA, University of South Carolina (Columbia)
Brad A. Meeks
Brad A. Meeks
Analyst on the RS Core Growth Team
- Tenure at RS Investments: Since 2011
- Tenure in the Industry: Since 2006
- Prior Experience: Equity analyst at Morningstar; Senior Consultant in the Capital Markets Group at Deloitte & Touche
- Education: BS in Finance and a BS in Management Information Systems from Miami University
Christy L. Phillips
Christy L. Phillips
Co-portfolio manager on RS Core Growth Team
- Tenure with RS Investments: Since 2010
- Tenure in industry: Since 1986
- Prior Experience: Oak Value Capital Management since 2003
- Education: BS, University of Tennessee (Knoxville)
Mary S. Robbins
Mary S. Robbins
Analyst on the RS Core Growth Team
- Tenure at RS Investments: Since 2009
- Tenure in the Industry: Since 2007
- Prior Experience: Junior Analyst and Trader at Oak Value; Head of Trading and Operations at Valor Capital Management; Research Assistant at Monness, Crespi, Hardt & Co
- Education: BA in Political Science from the University of North Carolina at Chapel Hill
Jean Timken
Jean Timken
Senior equity trader for RS Value, RS Hard Assets, and RS Core Growth Teams
- Tenure with RS Investments: Since 2005
- Tenure in Industry: Since 1982
- Prior Experience: Head Trader for West Highland Capital; Head Trader for Pacific Equity Management; Sales/Trader at Hambrecht and Quist
- Education: B.A. from San Diego State University
Todd D. Young
Todd D. Young
Analyst on the RS Core Growth Team
- Tenure at RS Investments: Since 2010
- Tenure in the Industry: Since 2006
- Prior Experience: Senior equity analyst at Morningstar; Trading and Institutional Sales at Banc of America Securities
- Education: BS in Business Administration from the University of Tennessee; MBA, University of North Carolina's Kenan-Flagler Business School; prior to his MBA, Todd was an Army Ranger and infantry captain, earning two Bronze Star Medals for his service in Iraq and Afghanistan
