Team Overview

The RS Concentrated Small Cap Growth Portfolio is managed by Jim Callinan, who is a member of the RS Growth Team. The RS Growth Team consists of seven investment professionals, who on average have over 15 years of investment experience.

RS Growth Team

Back row: Leslie Bunim, Steve Bishop, Scott Tracy, Chris Clark. Front row: Melissa Chadwick-Dunn, John Tilney, Kevin Kelly. Not pictured: Jim Callinan.

Steve Bishop

Steve Bishop

Co-portfolio manager on RS Growth Team

  • Tenure with RS Investments: Since 1996
  • Tenure in Industry: Since 1992
  • Prior Experience: Analyst at Dean Witter Reynolds, Inc.
  • Education: B.A. from University of Notre Dame; M.B.A. from Harvard Business School

Lesley Bunim

Lesley Bunim

Analyst on RS Growth Team

  • Tenure with RS Investments: Since 2010
  • Tenure in Industry: Since 1999
  • Prior experience: Principal at the Whitney Green River Fund; Associate at Oaktree Capital Management
  • Education: B.A. in economics and art history from Wellesley College; M.B.A from Stanford Graduate School of Business

James L. Callinan, CFA

James L. Callinan, CFA

Member of the RS Growth Team and portfolio manager on several institutional strategies. Co-portfolio manager for RS Emerging Growth Fund from June 1996 to March 2009 and was co-portfolio manager of RS Select Growth Fund from May 2007 to March 2009.

  • Tenure with RS Investments: Since 1996
  • Tenure in Industry: Since ??
  • Prior experience: Portfolio manager of the Putnam OTC Emerging Growth Fund and served on the investment team of Putnam's growth group for nine years
  • Education: A.B. in economics from Harvard College, an M.S. in accounting from New York University, and an M.B.A. from Harvard Business School

Melissa Chadwick-Dunn

Melissa Chadwick-Dunn

Co-portfolio manager on RS Growth Team

  • Tenure with RS Investments: Since 2001
  • Tenure in Industry: Since 1992
  • Prior experience: Equity Analyst at Putnam Investments; Investment Banker at Lehman Brothers and McDaniels S.A.
  • Education: B.A. and M.A. from University of Chicago; M.B.A. from Wharton School of Business

Christopher W. Clark, CFA

Christopher W. Clark, CFA

Analyst on the RS Growth Team

  • Tenure with RS Investments: Since 2007
  • Tenure in Industry: Since 2000
  • Prior experience: Research associate at TIAA-CREF; Research assistant at Dresdner RCM Global Investors for three years
  • Education: B.A. in economics from the University of Virginia; CFA Charterholder

Kevin Kelly

Kevin Kelly

Trader for the RS Growth Team

  • Tenure with RS Investments: Since 1995
  • Tenure in Industry: Since 1995
  • Prior experience: Principal at the Whitney Green River Fund; Associate at Oaktree Capital Management
  • Education: B.A., Connecticut College

John Tilney III, CFA

John Tilney III, CFA

Analyst on RS Growth Team

  • Tenure with RS Investments: Since 2009
  • Tenure in Industry: Since 2002
  • Prior experience: Analyst at Bodri Capital Management; Investment associate at Putnam Investments
  • Education: B.S. in Economics from Tufts University, Magna Cum Laude; M.B.A from Stanford Graduate School of Business; CFA Charterholder

Scott Tracy, CFA

Scott Tracy, CFA

Co-portfolio manager on RS Growth Team

  • Tenure with RS Investments: Since 2001
  • Tenure in Industry: Since 1997
  • Prior experience: Spent three years at Shoreline Investment Management, the in-house asset management arm of Hewlett-Packard and one year as an equity analyst at Montgomery Securities
  • Education: B.A. from Trinity College; M.B.A. from University of California at Berkeley; CFA Charterholder 
You should read the current RS Funds' Prospectus before investing. The RS Funds' Statement of Additional Information (SAI)  provides information about the Funds that may not be contained in the Prospectus.

RS Funds are sold by Prospectus only. You should carefully consider the investment objectives, risks, charges, and expenses of the RS Funds before making an investment decision. The prospectus contains this and other important information. Please read it carefully before investing or sending money. To obtain a printed copy, please call 800-766-3863.

If you are an existing shareholder and would like a copy of the prospectus or need to contact RS Investments, call 800-766-3863. If you are interested in learning more about and how to invest with RS, please contact your financial professional.

The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

RS Funds are distributed by: Guardian Investor Services LLC, 7 Hanover Square, New York, NY 10004.

RS is an independent subsidiary of Guardian Investor Services LLC. Guardian Investor Services LLC (GIS), is a registered broker-dealer, registered investment advisor, and a wholly owned subsidiary of The Guardian Life Insurance Company of America.

Not A Deposit / Not FDIC or NCUA Insured / May Lose Value / No Bank or Credit Union Guarantee

GIS is a member: FINRA and SIPC.

© 2012 RS Investment Management Co. LLC
RS Investments is the marketing name for RS Investment Management Co. LLC and its affiliates.