Team Overview
The RS Value Team consists of 16 seasoned investment professionals, who on average have over 16 years of investment experience. The Team also comprises to two senior traders, who average over 24 years of industry experience.
Back row: Martin Engel, Byron Penstock, Scott Hartman, Andy Walker, Paul Hamilos, Joseph Mainelli, David Kelley, Joe Wolf, Andy Pilara, MacKenzie Davis, Randy Sternke. Front row: Chris Beagle, Daniel Lang, Rob Harris, Tim Bei, Ken Settles, Jean Timken, Clinton Yara.
Chris Beagle
Chris Beagle
Senior equity trader for the RS Hard Assets Team and RS Value Team
- Tenure with RS Investments: Since 2003
- Tenure in Industry: Since 1992
- Prior Experience: Principal in Sales Trading for Nation's Bank/Montgomery (which became Bank of America Securities); Trader for Robertson Stephens Asset Management
- B.A. from University of California, Berkeley
Timothy Bei, CFA
Timothy Bei, CFA
Member of RS Hard Assets Team and RS Value Team
- Tenure with RS Investments: Since 2008
- Tenure in Industry: Since 1997
- Prior Experience: Equity Research Analyst at T. Rowe Price Associates; Senior Financial Analyst at Jupiter Media Corporate Venture Capital and Acquisitions Group; Senior Financial Analyst at Piper Jaffray
- Education: B.S. from Santa Clara University; M.B.A. from the University of Virginia; CFA Charterholder
MacKenzie Davis, CFA
MacKenzie Davis, CFA
Member of RS Hard Assets Team and RS Value Team
- Tenure with RS Investments: Since 2004
- Tenure in Industry: Since 1993
- Prior Experience: High Yield Analyst at Fidelity Management & Research Company; Vice President at Fidelity Capital Markets; Analyst at Goldman Sachs & Company
- Education: B.A. from Brown University; CFA Charterholder
Martin H. Engel
Martin H. Engel
Member of RS Hard Assets Team and RS Value Team
- Tenure with RS Investments: Since 2007
- Tenure in Industry: Since 1997
- Prior Experience: Generalist at Behrens Rubinoff Capital Partners LLC; Vice President at TenX Capital Partners, a private equity firm affiliated with Cerberus Capital Management, L.P.
- Education: B.S. from the McIntire School of Commerce at the University of Virginia; M.B.A. from the Wharton School
Paul Hamilos, CFA
Paul Hamilos, CFA
Member of RS Value Team
- Tenure with RS Investments: Since 2011
- Tenure in Industry: Since 2001
- Prior Experience: Vice President in the Financial Institutions Group at Macquarie Capital; Associate at American Capital, Ltd.
- Education: B.S from the University of Missouri; M.B.A from the University of Chicago Booth School of Business; CFA Charterholder
Robert J. Harris
Robert J. Harris
Member of RS Value Team
- Tenure with RS Investments: Since 2005
- Tenure in Industry: Since 2001
- Prior Experience: Financial Services Analyst at Dresdner RCM Global Investors, LLC.; Marketing Associate for Chevron Texaco Corporation; Flight Engineer in the United States Air Force
- Education: B.A. from Sonoma State University; M.B.A. from Golden Gate University
Scott Hartman
Scott Hartman
Member of RS Value Team
- Tenure with RS Investments: Since 2007
- Tenure in Industry: Since 1994
- Prior Experience: Partner at Blum Capital Partners; CFO positions both at EGORA Holding Group in Munich, Germany, and Security Capital U.S. Realty in London, England
- Education: A.B. from Stanford University; J.D./M.B.A. from University of California Berkeley's Haas School of Business and Hastings College of the Law
David Kelley
David Kelley
Member of RS Value Team
- Tenure with RS Investments: Since 2002
- Tenure in Industry: Since 1993
- Prior Experience: Small-Cap Analyst at Pequot Capital Management; Analyst at Crestwood Capital, an ING-affiliated hedge fund group; Senior Analyst at Goldman Sachs & Company
- Education: B.A. from Yale University; M.B.A. from Harvard Business School
Daniel Lang, MD
Daniel Lang, MD
Member of RS Value Team
- Tenure with RS Investments: Since 2007
- Tenure in Industry: Since 2001
- Prior Experience: Portfolio Manager at Farallon Capital Management; Senior Associate at Brilleon Capital U.S.; Co-Founder and CFO of Sapient Medical Group; Fellow in Cardiology and Post-Doctoral Research at the University of California, San Francisco; Board Certified in Internal Medicine as Chief Medical Resident at Mount Sinai Hospital in New York
- Education: B.A. from Cornell University; M.D. from Cornell University Medical College
Joseph Mainelli
Joseph Mainelli
Member of RS Value Team
- Tenure with RS Investments: Since 2007
- Tenure in Industry: Since 1994
- Prior Experience: Equity Research Analyst at David J. Greene & Company; Equity Research Analyst at the hedge funds of Sagamore Hill Capital and ING Furman Selz Asset Management
- Education: B.A. from Princeton University; M.B.A. from Columbia Business School
Byron E. Penstock
Byron E. Penstock
Member of RS Value Team
- Tenure with RS Investments: Since 2004
- Tenure in Industry: Since 2004
- Prior Experience: Equity Research Analyst at MFS Investment Management; Corporate Lawyer at Skadden, Arps, Slate, Meagher & Flom LLP
- Education: Law Degree Osgoode Hall Law School at York University in Canada; M.B.A. from Harvard Business School
Andrew P. Pilara, Jr.
Andrew P. Pilara, Jr.
Member of RS Hard Assets Team and RS Value Team
- Tenure with RS Investments: Since 1993
- Tenure in Industry: Since 1966
- Prior Experience: President of Pilara Associates; Over 30 years of experience in portfolio management, research, trading, and sales
- Education: B.A. from Saint Mary's College
Ken Settles, CFA
Ken Settles, CFA
Member of RS Hard Assets Team and RS Value Team
- Tenure with RS Investments: Since 2006
- Tenure in Industry: Since 1996
- Prior Experience: Senior Energy Analyst / Co-portfolio manager at Neuberger Berman, LLC; Financial Analyst at Salomon Smith Barney, Inc.
- Education: B.A. from Williams College; CFA Charterholder
Randy Sternke, CFA
Randy Sternke, CFA
Member of RS Value Team
- Tenure with RS Investments: Since 2009
- Tenure in Industry: Since 2004
- Prior Experience: Equity Research Analyst at Merrill Lynch; Equity Analyst at A.G. Edwards
- Education: B.S. from the University of Missouri; CFA Charterholder
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
Andrew Walker, CFA
Andrew Walker, CFA
Member of RS Hard Assets Team and RS Value Team
- Tenure with RS Investments: Since 2011
- Tenure in Industry: Since 1996
- Prior Experience: Research Analyst at Janus Capital Group; Financial Analyst at Goldman Sachs & Co.
- Education: B.A. from Yale University; M.B.A. from Harvard Business School; CFA Charterholder
Joe Wolf
Joe Wolf
Member of RS Value Team
- Tenure with RS Investments: Since 2001
- Tenure in Industry: Since 1994
- Prior Experience: Senior Financial Analyst at Goldman Sachs & Company
- Education: B.A. from Vanderbilt University; M.B.A. from Harvard Business School
Clinton Yara
Clinton Yara
Member of RS Value Team
- Tenure with RS Investments: Since 2007
- Tenure in Industry: Since 2001
- Prior Experience: Equity Research Associate at JMP Securities; Analyst at Banc of America Securities
- Education: B.S. from Boston University; M.B.A. from Harvard Business School
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The RS Large Cap Alpha Fund has been recognized by Lipper, as "the Best Large-Cap Core Fund over Five Years." The Award is based on the Fund's risk-adjusted performance for the five and December 31, 2010.
The Lipper Fund Awards winners are selected using the Lipper Leader rating for consistent returns for funds with at least 36 months of performance history as of the end of the evaluation year. Awards are presented for the highest Lipper Leader for Consistent Return within each eligible classification over 3, 5 or 10 years. Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns, adjusted for volatility, relative to peers. The ratings are subject to change every month, and are based on an equal-weighted average of percentile ranks for the Consistent Return metric over 3-, 5-, and 10-year periods (if applicable). The awards incorporate risk-adjusted performance data as of the previous December 31. A high Lipper rating does not necessarily imply that a fund had the best total performance or that the fund achieved positive results for that period. Lipper Inc. is a major independent mutual fund tracking organization.
