Team Overview

The RS Mid Cap Value Portfolio and related products are co-managed by MacKenzie Davis, David Kelley, Joe Mainelli, Andy Pilara, Ken Settles, and Joe Wolf. All six co-portfolio managers are members of the RS Value Team. The RS Value Team consists of 15 seasoned investment professionals, who on average have over 14 years of investment experience.

Portfolio Management Team

MacKenzie Davis, CFA

Member of the RS Value Team and involved in the management of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, RS Global Natural Resources Fund, and related institutional strategies

Tenure with RS Investments: March 2004
Prior Experience: High Yield analyst at Fidelity Management & Research Company for four years; vice president at Fidelity Capital Markets for four years; analyst at Goldman Sachs & Company for two years
Education: B.A. from Brown University and is a CFA Charterholder

David Kelley

Member of the RS Value Team and involved in the management of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, and related institutional strategies

Tenure with RS Investments: November 2002
Prior Experience: Small-cap analyst at Pequot Capital Management from 2001 to 2002; analyst with Crestwood Capital, an ING affiliated hedge fund group for three years; associate with Goldman Sachs & Company in the mergers and acquisitions department for three years
Education: B.A. from Yale University and M.B.A. from Harvard Business School

Andy Pilara

Tenure with RS Investments: September 1993
Prior Experience: President of Pilara Associates, a private investment firm specializing in value investing for 19 years
Education: B.A. from St. Mary's College of California

Ken Settles, CFA

Tenure with RS Investments: September 2006
Prior Experience: Senior energy analyst at Neuberger Berman, LLC for seven years; financial analyst at Salomon Smith Barney, Inc. for three years
Education: B.A. in economics from Williams College and is a CFA Charterholder

Joe Wolf

Member of the RS Value Team and involved in the management of RS Partners Fund, RS Value Fund, RS Large Cap Alpha Fund, RS Investors Fund, and related institutional strategies

Tenure with RS Investments: December 2001
Prior Experience: senior financial analyst at Goldman Sachs & Company for four years in both the equities division and strategic consulting group
Education: B.A. from Vanderbilt University and M.B.A. from Harvard Business School

RS Value Team

All Team Members

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