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Our People - A Commitment to Quality
At RS Investments, we believe our people and their processes are what set us apart and differentiate our family of funds. By building on a foundation of quality individuals, with exceptional educational backgrounds, extensive investment experience, and a wide variety of professional experience and knowledge, we have established a most remarkable organization.
RS Investments (RS) is the investment adviser for RS Funds. Guardian Investor Services LLC (GIS) serves as investment subadvisor for each of RS Asset Allocation Fund, RS S&P 500 Index Fund, RS Investment Quality Bond Fund, RS Low Duration Bond Fund, RS High Yield Bond Fund, RS Tax-Exempt Fund, and RS Cash Management Fund. UBS Global Asset Management (Americas) Inc. (UBS) serves as investment subadviser for RS Large Cap Value Fund. Guardian Baillie Gifford Limited (GBG) and Baillie Gifford Overseas Limited (BG Overseas) serve as the investment subadvisor and the sub-subadviser, respectively, for RS International Growth and RS Emerging Markets Fund.
Growth Group
Value Group
Core Equity Group
Subadvised Value Group
Asset Allocation Group
International Group
Fixed Income Group
Stephen J. Bishop (RS) has been co-portfolio manager of RS Technology Fund (formerly The Information Age Fund®) since July 2001, of RS Emerging Growth Fund since January 2007, of RS Select Growth Fund since May 2007, and of RS MidCap Opportunities Fund since August 2008. Mr. Bishop joined RS Investments in 1996 as a research analyst, primarily covering the technology sector. Prior to joining the firm, he worked as an analyst in the corporate finance department of Dean Witter Reynolds, Inc. for three years. Mr. Bishop holds a B.A. in economics from the University of Notre Dame and an M.B.A. from Harvard Business School.
Funds: Emerging Growth Fund | MidCap Opportunities Fund | RS Technology Fund | Select Growth Fund
James L. Callinan, CFA (RS) has managed RS Emerging Growth Fund since 1996 and has been a co-portfolio manager of RS Select Growth Fund since May 2007. Prior to joining the firm in 1996, Mr. Callinan was portfolio manager of the Putnam OTC Emerging Growth Fund for two years and served on the investment team of Putnam's growth group for nine years. He received an 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.
Funds: Emerging Growth Fund | Select Growth Fund
Melissa Chadwick-Dunn(RS) has been a co-portfolio manager of RS Emerging Growth Fund since January 2007, of RS Select Growth Fund since May 2007, and of RS MidCap Opportunities Fund since August 2008. Before joining the firm in 2001, she was an equity analyst at Putnam Investments for two years. Prior to that, she spent four years in investment banking, working on corporate finance and mergers-and-acquisition transactions for Lehman Brothers and McDaniels S.A. Ms. Chadwick-Dunn holds a B.A. in economics and an M.A. in international relations from the University of Chicago and an M.B.A. from the Wharton School of Business.
Funds: Emerging Growth Fund | MidCap Opportunities Fund | Select Growth Fund
John H. Seabern, CFA (RS) has been a co-portfolio manager of RS MidCap Opportunities Fund since May 2007. In August 2008 he became sole portfolio manager of RS Growth Fund, a fund he had co-managed since May 2007. Mr. Seabern also served on the management team of RS Select Growth Fund from August 1996 until May 2007. Prior to joining the firm in 1993, he was a performance analyst at Duncan-Hearst Capital Management for two years. Mr. Seabern holds a B.S. in finance from the University of Colorado.
Funds: Growth Fund | MidCap Opportunities Fund
Allison K. Thacker (RS) has been a co-portfolio manager of RS Technology Fund (formerly The Information Age Fund®) since April 2003, of RS Emerging Growth Fund since January 2007, of RS Select Growth Fund since May 2007, and of RS MidCap Opportunities Fund since August 2008. Prior to joining RS Investments in 2000 as an analyst covering Internet and consumer discretionary stocks, she worked as a summer associate at Putnam Investments, and, prior to that, she was an analyst in the energy group at Merrill Lynch & Company for two years. Ms. Thacker holds a B.A. in economics from Rice University and an M.B.A. from Harvard Business School.
Funds: Emerging Growth Fund | MidCap Opportunities Fund | RS Technology Fund | Select Growth Fund
D. Scott Tracy, CFA (RS) has been a co-portfolio manager of RS Emerging Growth Fund and of RS Smaller Company Growth Fund since January 2007, of RS Select Growth Fund since May 2007, and of RS MidCap Opportunities Fund since August 2008. Prior to joining RS Investments in 2001, he spent three years at Shoreline Investment Management, the in house asset management arm of Hewlett-Packard. He has also served as an equity analyst at Montgomery Securities. Mr. Tracy holds a B.A. in history from Trinity College and an M.B.A. from the University of California at Berkeley.
Funds: Emerging Growth Fund | MidCap Opportunities Fund | Select Growth Fund | Smaller Company Growth Fund
William J. Wolfenden III (RS) has managed RS Smaller Company Growth Fund since joining RS Investments in April 2001. Prior to that time, Mr. Wolfenden had been at Dresdner RCM Global Investors since 1994, where he served on the micro-cap and small-cap growth investment management teams. Previously, he spent four years in commercial banking at Westamerica Bank and the Bank of California. Mr. Wolfenden holds a B.A. in economics from Southern Methodist University and an M.B.A. with a dual concentration in finance and accounting from Vanderbilt University.
Fund: Smaller Company Growth Fund
Brenda A. Barber (RS) is an analyst in the RS Growth Group. Prior to joining the firm in January 2005, she was an analyst at RCM Global Investors, where she focused on small-cap equities. Brenda holds a B.A. in psychology from the University of California at Santa Cruz and is currently a CFA level III candidate.
Christopher W. Clark, CFA (RS) is an analyst in the RS Growth Group. Prior to joining the firm in May 2007 he was a research associate at TIAA-CREF for three years, where he focused on global portfolio management and the health care sector. Prior to that he was a research assistant at Dresdner RCM Global Investors for three years. Chris holds a B.A. in economics from the University of Virginia.
MacKenzie B. Davis, CFA (RS) has been a co-portfolio manager of RS Global Natural Resources Fund since January 2005 and a co-portfolio manager of RS Value Fund, RS Partners Fund, and RS Investors Fund since October 2006. Prior to joining RS Investments in March 2004 as an analyst in the RS Value Group, Mr. Davis spent four years as a high-yield analyst at Fidelity Management & Research Company. Previously, he was a vice president at Fidelity Capital Markets. He was also an analyst at Goldman Sachs & Company. Mr. Davis holds an A.B. from Brown University in mathematical economics and modern American history.
Funds: Global Natural Resources Fund | Investors Fund | Partners Fund | Value Fund
David J. Kelley (RS) has been a co-portfolio manager of RS Partners Fund and of RS Value Fund since January 2004 and of RS Investors Fund since its inception. Prior to joining RS Investments as an analyst in the RS Value Group, Mr. Kelley was a small-cap analyst at Pequot Capital Management from 2001 to 2002. Previously, he had served as an analyst for three years with Crestwood Capital, an ING-affiliated hedge fund group, and spent three years at Goldman Sachs & Company in the mergers and acquisitions department. Mr. Kelley earned a B.A. in history from Yale University and an M.B.A. from Harvard Business School.
Funds: Investors Fund | Partners Fund | Value Fund
Andrew P. Pilara, Jr. (RS) has managed RS Partners Fund, RS Investors Fund, and RS Global Natural Resources Fund since their inceptions. Mr. Pilara has been responsible for the management of RS Value Fund since January 2001, and has been a member of that Fund's management team since 1999. Prior to joining the firm in 1993, he was president of Pilara Associates, an investment management firm he established in 1974. He has been involved in the securities business for more than 30 years, with experience in portfolio management, research, trading, and sales. Mr. Pilara holds a B.A. in economics from Saint Mary's College.
Funds: Global Natural Resources Fund | Investors Fund | Partners Fund | Value Fund
Kenneth L. Settles Jr., CFA (RS) has been a co-portfolio manager of RS Global Natural Resources Fund since May 2007. Prior to joining the firm in September 2006, Mr. Settles was a senior energy analyst at Neuberger Berman, LLC for seven years where he also co-managed the Neuberger Berman Premier Energy Portfolio. Previously, Mr. Settles spent three years at Salomon Smith Barney, Inc., where he was a financial analyst. Mr. Settles holds a B.A. in economics from Williams College.
Fund: Global Natural Resources Fund
Joseph A. Wolf (RS) has been a co-portfolio manager of RS Value Fund and of RS Partners Fund since January 2004 and of RS Investors Fund since its inception. Prior to joining RS Investments in 2001 as an analyst in the RS Value Group, Mr. Wolf was the founder, director, and vice president of corporate development for zUniversity, an affinity marketing company focused on university students and alumni. Previously, he had worked as a senior financial analyst at Goldman Sachs & Company for four years in both the equities division and the strategic consulting group. Mr. Wolf holds a B.A. in medicine and psychology from Vanderbilt University and an M.B.A. from Harvard Business School.
Funds: Investors Fund | Partners Fund | Value Fund
Timothy Bei, CFA (RS) is an analyst in the RS Value Group. Prior to joining the firm in May 2008, he was an equity research analyst at T. Rowe Price Associates for five years. Previously, he worked at Jupiter Media Corporate in their venture capital and acquisitions group and was a senior financial analyst at Piper Jaffray. Timothy holds a B.S. in history from Santa Clara University and an M.B.A. from the University of Virginia.
Martin H. Engel (RS) is an analyst in the RS Value Group. Prior to joining the firm in January 2007, he was a generalist at Behrens Rubinoff Capital Partners LLC for two years. Previously, he was a vice president at TenX Capital Partners, a private equity firm affiliated with Cerberus Capital Management, L.P. Martin holds a B.S. in commerce from the McIntire School of Commerce at the University of Virginia and an M.B.A. from the Wharton School.
Robert J. Harris (RS) is an analyst in the RS Value Group. He joined RS Investments in June 2005 after seven years as a financial services analyst at Dresdner RCM Global Investors, LLC. Prior to that, he was a marketing associate for Chevron Texaco Corporation. He also spent seven years as a flight engineer in the United States Air Force. Robert holds a B.A. in Political Science from Sonoma State University and an M.B.A. from Golden Gate University.
Scott Hartman (RS) is a client portfolio manager in the RS Value Group. Prior to joining the firm in September 2007, Scott was a Partner at Blum Capital Partners where he spent over 6 years managing the firm's capital markets activities. Previously, he held CFO positions both at EGORA Holding Group and Security Capital U.S. Realty. Scott holds a BA in political science from Stanford University and completed a joint JD/MBA program at UC Berkeley's Haas School of Business and UC Hastings College of the Law.
Joseph Mainelli (RS) is an analyst in the RS Value Group. He joined RS Investments in March 2007 after working as an equity research analyst focusing on small- and mid-cap value investments at David J. Greene & Company. Prior to that, he was an equity research analyst at the hedge funds of Sagamore Hill Capital and ING Furman Selz Asset Management. Joe holds a B.A. in anthropology from Princeton University and an M.B.A. from Columbia Business School.
Byron E. Penstock, CFA (RS) is an analyst in the RS Value Group. He joined RS Investments in August 2004 after completing an M.B.A. program at Harvard Business School in June 2004. He worked as an equity research analyst at MFS Investment Management, covering business equipment manufacturers during the summer of 2003. Previously, Byron spent two years as a corporate lawyer at Skadden, Arps, Slate, Meagher & Flom LLP in New York, advising corporate clients on mergers, acquisitions, divestitures, joint ventures, and securities offerings. In addition to his M.B.A., he has a law degree from Osgoode Hall Law School at York University in Canada.
Ernst P. Schleimer, CFA (RS) is an analyst in the RS Value Group. Prior to joining the firm in June 2006, he worked eight years at RCM Global Investors, where he was a senior analyst and sector head in the financial services group. Additionally, he was the lead portfolio manager of the RCM Financial Services Fund for almost two years. Previously, he spent four years as an equity analyst at Franklin Resources covering the financial services sector. Ernst holds a B.A. in economics and German area studies from Tufts University and an M.B.A. from the Stanford Graduate School of Business.
Clinton I. Yara (RS) is an analyst in the RS Value Group. Prior to joining the firm in March 2007, he was an equity research associate at JMP Securities covering the hotel and resort sector for three years. Previously, he was an analyst at Banc of America Securities in the technology investment banking group for two years. Clinton holds a B.S. in business from Boston University and an M.B.A. from Harvard Business School.
Raymond Anello, CFA (RS) has managed RS Equity Dividend Fund since its inception. Mr. Anello joined RS Investments in October 2006 in connection with GIS's acquisition of an interest in RS
Investments. Prior to that, Mr. Anello served as an analyst/portfolio manager at GIS since October 1999. From 1995 to 1998, Mr. Anello was an equity portfolio manager/analyst and high-yield analyst for Orion Capital in New York. From 1988 to 1995, he served as an assistant portfolio manager at Garrison Bradford, a portfolio management firm in New York City. Mr. Anello holds a B.A. from Iona College and an M.B.A. from Baruch College.
Fund: Equity Dividend Fund
Manind V. Govil, CFA (RS) has managed RS Core Equity Fund since 2005.* Mr. Govil joined RS Investments in October 2006 in connection with GIS's acquisition of an interest in RS Investments. Prior to that, Mr. Govil served as the head of equity investments at Guardian Life since August 2005. From 2001 to August 2005, Mr. Govil served as the lead portfolio manager - large cap blend/core equity, co-head of equities and head of equity research at Mercantile Capital Advisers. Prior to 2001, he was lead portfolio manager - core equity, at Mercantile. Mr. Govil received a BCom degree from the University of Bombay, India and an M.B.A. from the University of Cincinnati.
Fund: Core Equity Fund
Matthew P. Ziehl, CFA (RS) has managed RS Small Cap Core Equity Fund since 2002.* Mr. Ziehl joined RS Investments in October 2006 in connection with GIS's acquisition of an interest in RS Investments. From December 2001 to October 2006, Mr. Ziehl served as a managing director at Guardian Life. Prior to joining Guardian Life, Mr. Ziehl was a team leader with Salomon Brothers Asset Management, Inc. for small growth portfolios since January 2001, and a co-portfolio manager of Salomon Brothers Small Cap Growth Fund since August 1999. He holds a B.A. in political science from Yale University and an M.B.A. from New York University.
Fund: Small Cap Core Equity Fund
Joy Budzinski (RS) is a sector manager for healthcare and is responsible for investment recommendations within her coverage universe across the RS Core Equity team. She joined Guardian in 2006 and transitioned to RS Investments in October 2006 in connection with GIS’s acquisition of an interest in RS. Prior to joining Guardian, Joy spent five years at the Bank of New York’s BNY Asset Management division. At BNY, Joy was a senior equity analyst covering healthcare stocks, supporting institutional and private client portfolios aggregating $15 billion in assets. Previously, Joy covered healthcare and consumer stocks, and co-managed the Global Life Sciences Fund for offshore clients at Allianz of America. Earlier in her career, Joy was an analyst and portfolio manager at JP Morgan Chase, following several sectors including energy, telecommunications, conglomerates and utilities. Joy holds a B.S. in Finance from Rider University and an M.B.A. from Fairleigh Dickinson University.
Anthony (Tony) W. Gennaro, Jr. CFA, CPA (RS) is a sector manager for media, internet, and telecom and is responsible for investment recommendations within his coverage universe across the RS Core Equity team. Tony joined Guardian in 2006 and transitioned to RS Investments in October 2006 in connection with GIS’s acquisition of an interest in RS. Tony spent the past 7 years at Principal Global Investors covering Media and Internet stocks. Tony began his career with Ernst & Young LLP and is licensed as a CPA in New Jersey. He has a B.S. in accounting from Albright College and an M.B.A. from Indiana University.
Kristin Ketner Pak (RS) is a sector manager for consumer discretionary and staples and is responsible for investment recommendations within her coverage universe across the RS Core Equity team. Kristin joined the Guardian in February 2006 and transitioned to RS Investments in October 2006 in connection with GIS’s acquisition of an interest in RS. Previously, Kristin spent three years at Solstice Equity Management (a Bass Brothers-affiliated entity) managing a long/short portfolio focused on the retail sector. From 1999 to 2001 Kristin was a retail analyst at Goldman Sachs, with lead coverage for value retailers and natural food grocers. Kristin worked in the retail industry at Staples from 1997 to 1999, where she served as Director of Strategy and Integration. She began her career as an investment banker for nine years at Merrill Lynch and Montgomery Securities, the last 3 years as a Senior Associate at Merrill with a focus on corporate finance. Kristin holds a B.S. in Business Administration (concentration in Finance) from Indiana University and an M.B.A. from Harvard Business School.
Magnus Krantz (RS) is a sector manager for technology and is responsible for investment recommendations within his coverage universe across the RS Core Equity team. Magnus joined Guardian in December 2005 and transitioned to RS Investments in October 2006 in connection with GIS’s acquisition of an interest in RS. Previously, Magnus spent seven years at Citigroup Asset Management as a technology analyst, where he became team leader and portfolio manager for Technology sector funds in 2003. From 1997 to 1998 Magnus was a consultant at Price Waterhouse, after spending six years in the technology industry. Magnus began his career in 1990 as a software engineer at Mitel Corporation in Ottawa, Canada, before moving to Newbridge Networks in 1993 where he was a product development engineer and later a marketing manager of networking equipment. Magnus has a Bachelor of Engineering (Electrical) from Carleton University in Ottawa, Canada, and an M.B.A. from Columbia University.
Sudip Lahiri (RS) is a junior quantitative analyst and sector manager within the RS Core Equity team. Prior to joining RS Investments in July 2007, Sudip was a consultant for FactSet Research Systems. Sudip has a B.A. in economics from the University of Rochester and is currently a CFA level III candidate.
Benjamin Ram (RS) is a portfolio manager for mid-cap portfolios and sector manager for financial investments. Ben is responsible for investment recommendations within the RS Core Equity team. Ben joined Guardian in January of 2006 and transitioned to RS Investments in October 2006 in connection with GIS’s acquisition of an interest in RS. Previously, Ben served as a financials analyst at Mercantile Bank in Baltimore, MD from 2003 to 2005. In 2005 Ben was promoted to co-manager of the Mercantile Growth and Income Fund. From 2000 to 2003, Ben was a bank analyst at Legg Mason Securities. Ben spent the first five years of his career in the banking industry, most recently as senior financial analyst for Mergers and Acquisitions at CitiFinancial, a division of Citigroup. Ben holds a B.A. in economics from the University of Maryland and an M.B.A. from Johns Hopkins University.
Raman Vardharaj, CFA (RS) is a senior quantitative analyst and sector manager within the RS Core Equity team. His role includes quantitative analysis to build stock selection models, monitor portfolio risks, attribute portfolio performance, and undertake other analytical studies across the RS Core Equity portfolios. Raman joined Guardian’s Investment Department in 1998 and transitioned to RS Investments in October 2006 in connection with GIS’s acquisition of an interest in RS. Raman holds a Bachelor of Technology degree from the Indian Institute of Technology and an M.B.A from the University of Rochester in 1998. He has published professional articles in the Journal of Investing (Summer 2004), the Theory and Practice of Investment Management (Wiley, 2002), and the Financial Analysts Journal (May/June 2007).
Adam Weiner (RS) is a sector manager for industrials and is responsible for investment recommendations within his coverage universe across the RS Core Equity team. Prior to joining the firm in January 2007, he was a Director and senior equity analyst at Credit Suisse Asset Management for over two years responsible for coverage of the capital goods sector in support of institutional and private client portfolios exceeding $10 billion in assets. Prior to CSAM, Adam worked as a sell-side equity analyst for over eight years at both Credit Suisse First Boston and Morgan Stanley covering the aerospace and defense sector. From 1992-1996 he worked on the internal audit team at The Dun and Bradstreet Corporation. Adam began his career in 1989 as a budget manager for the Information Resources division of The White House in Washington D.C. Adam holds a B.A. in finance from George Washington University and an M.B.A. from New York University.
Thomas M. Cole, CFA (UBS) has been a member of the investment management team of RS Large Cap Value Fund since its inception.* Mr. Cole is the director of research for the Fund's investment team, responsible for overseeing the analyst team that provides the investment research on the large-cap markets that is used in making the security selections for the Fund's portfolio. Mr. Cole is head of research - North American equities and a managing director of UBS Global AM, where he has been an investment professional since 1995. He received a B.B.A. and an M.B.A. from the University of Wisconsin.
Fund: Large Cap Value Fund
Thomas Digenan, CFA (UBS) has been a member of the investment management team of RS Large Cap Value Fund since its inception.* Mr. Digenan, together with Mr. Hazen, is the primary strategist for the investment team, responsible for providing cross-industry and risk management assessments for portfolio construction for the Fund. Mr. Digenan has been a North American equity strategist at UBS Global AM since 2001 and is an executive director of UBS Global AM. Prior to joining UBS Global AM in 1993, he was a senior manager in the tax department at KPMG Peat Marwick. Mr. Digenan earned a B.S. at Marquette University and an M.S.T. from DePaul University.
Fund: Large Cap Value Fund
Scott Hazen, CFA (UBS) has been a member of the investment management team of RS Large Cap Value Fund since 2004.* Mr. Hazen, together with Mr. Digenan, is the primary strategist for the investment team, responsible for providing cross-industry and risk management assessments for portfolio construction for the Fund. Mr. Hazen has been a North American equity strategist at UBS Global AM since 2004 and is an executive director of UBS Global AM. From 1992 to 2004, Mr. Hazen was a client service and relationship management professional with UBS Global AM. Mr. Hazen earned a B.B.A. from the University of Notre Dame and an M.B.A. from the University of Chicago.
Fund: Large Cap Value Fund
John Leonard, CFA (UBS) has been a member of the investment management team of RS Large Cap Value Fund since its inception.* Mr. Leonard serves as the head of the Fund's investment team and is responsible for overseeing the other members of the team, leading the portfolio construction process and reviewing the overall composition of the Fund's portfolio to ensure compliance with its stated investment objective and strategies. Mr. Leonard is the head of North American equities and the deputy global head of equities at UBS Global AM. Mr. Leonard is also a managing director of UBS Global AM and has been an investment professional with UBS Global AM since 1991. Prior to joining UBS Global AM in 1991, Mr. Leonard worked as an investment manager at a real estate management company. He holds an A.B. from Dartmouth College and an M.B.A. from the University of Chicago.
Fund: Large Cap Value Fund
Jonathan C. Jankus, CFA (GIS) has been a co-portfolio manager of RS Asset Allocation Fund and of RS S&P 500 Index Fund since 1999.* Mr. Jankus joined Guardian Life in 1995, and has been a managing director at Guardian Life since March 1998. He received a B.A. in mathematics from Queens College, an M.S. in investment management from Pace University, an M.S. in computer science from Polytechnic Institute of New York, and an M.A. in mathematics from Columbia University.
Funds: Asset Allocation Fund | S&P 500 Index Fund
Stewart M. Johnson (GIS) has been a co-portfolio manager of RS Asset Allocation Fund and of RS S&P 500 Index Fund since 2004.* Mr. Johnson has been a senior director at Guardian Life since January 2002. Mr. Johnson was second vice president of investment information systems at Guardian Life from December 2000 to January 2002. Mr. Johnson received a B.A. in mathematics from City College of New York.
Funds: Asset Allocation Fund | S&P 500 Index Fund
Timothy Campbell (BG) has managed RS Emerging Markets Fund since 2008. Mr. Campbell joined Baillie Gifford in 1999 and worked as an investment manager in the emerging markets investment team before joining the institutional clients department in 2007. He is a member of the emerging markets policy committee. Mr. Campbell holds a B.A. in history from Trinity College, Dublin.
Fund: Emerging Markets Fund
John F. Carnegie (BG) has managed RS International Growth Fund since 2008. He joined Baillie Gifford in 2006 and is a director in the institutional clients department with responsibility for North American clients. Prior to that, he spent ten years working as a sell side equity analyst for Credit Suisse, Citigroup and ABN AMRO. Mr. Carnegie holds a B.A. in sociology from Durham University and a MLitt in management, economics and politics from St Andrews University.
Fund: International Growth Fund
Joseph M. Faraday (BG) has managed RS International Growth Fund since 2008. He joined Baillie Gifford’s graduate scheme in September 2002 and is an investment manager in the developed Asia including Japan investment team. Mr. Faraday holds an MEng in Chemical Engineering from Cambridge University.
Fund: International Growth Fund
Paul Faulkner (BG) has been a member of the investment management team of RS International Growth Fund since June 2008. He joined Baillie Gifford in 2000 and since then has had experience with both the United Kingdom and European investment teams. Dr. Faulkner holds a BSc in geology from Edinburgh University, an MSc in petroleum geo-science from Imperial College, and a PhD in geology/geophysics from Cambridge University.
Fund: International Growth Fund
Edward H. Hocknell (BG) has managed RS Emerging Markets Fund since 1997.* In this role, Mr. Hocknell works with the investment management teams at BG Overseas, who make the securities selections for the Fund, and an investment policy committee of the firm, which reviews geographical allocations. Mr. Hocknell, as coordinator, has responsibility for reviewing the overall composition of the Fund's portfolio to ensure its compliance with its stated investment objective and strategies. Mr. Hocknell is a director at BG Overseas and a partner at Baillie Gifford & Co., where he has worked since 1984. He holds a B.A. from Oxford University.
Fund: Emerging Markets Fund
Christopher C. Huckle, CFA (BG) has managed RS International Growth Fund since 2008. He joined Baillie Gifford in 2000 and is a director in the institutional clients department where he has responsibility for North American clients. Mr. Huckle holds a M.A. in psychology from Edinburgh University, a MSc in neural computation from the University of Stirling, and a PhD in cognitive science from the University of Edinburgh.
Fund: International Growth Fund
R. Robin Menzies (BG) has managed RS International Growth Fund since 1993.* In this role, Mr. Menzies works with the investment management teams at BG Overseas, which make the securities selections for the Fund, and an investment policy committee of BG Overseas, which reviews geographical allocations. Mr. Menzies, as coordinator, has responsibility for reviewing the overall composition of the Fund's portfolio to ensure its compliance with its stated investment objective and strategies. Mr. Menzies is a director of BG Overseas and a partner of Baillie Gifford & Co., where he has worked since 1976. He received a B.A. in engineering and law from Cambridge University.
Fund: International Growth Fund
Richard E. Sneller (BG) has been a member of the investment management team of RS Emerging Markets Fund since its inception.* He joined Baillie Gifford in 1994 and is an investment manager in the emerging markets investment team. Mr. Sneller is a partner of Baillie Gifford & Co. Mr. Sneller holds a BSc (Econ) in statistics from the London School of Economics and an MSc in investment analysis from Stirling University.
Fund: Emerging Markets Fund
Michael P. Stirling-Aird (BG) has managed RS Emerging Markets Fund since 2008. He is a manager in the institutional clients department. Michael joined Baillie Gifford’s Institutional Clients Department in 2006 after four years with Alliance Trust, where he spent the final year as a business manager (third parties). Mr. Stirling-Aird is a client service manager with responsibility
for international clients. He is a member of the emerging markets investment policy committee.
He holds a MA in politics from Edinburgh University and a MSc in investment analysis from Stirling
University.
Fund: Emerging Markets Fund
William Sutcliffe (BG) has managed RS Emerging Markets Fund since 2008. He joined Baillie Gifford in 1999 and is an investment manager in the emerging markets investment team. Mr. Sutcliffe holds a MA in History from Glasgow University.
Fund: Emerging Markets Fund
Leslie Barbi (GIS) has been a member of the investment management team of RS High Yield Bond Fund since July 2008. She is a managing director and head of public fixed income at Guardian Life. Ms. Barbi is the primary top-down strategist for the Fund’s investment team, responsible for providing assessments of the economy and providing oversight of portfolio construction and risk management. Her previous investment management experience includes serving as managing director of fixed income at Goldman Sachs Asset Management from July 2001 through March 2003, where she served as a member of the investment strategy group and head of U.S. investment grade corporates. Previously, Ms. Barbi was portfolio manager and executive vice president of fixed income at Pacific Investment Management Co., from July 1993 to February 2001. Ms. Barbi holds an A.B. from Harvard University and an M.B.A. from the University of Chicago Graduate School of Business.
Fund: High Yield Bond Fund
Howard W. Chin (GIS) has been a co-portfolio manager of RS Investment Quality Bond Fund since 1998* and of RS Low Duration Bond Fund since 2003.* Mr. Chin has been a managing director at Guardian Life since 1997. He also manages part of the fixed-income assets of Guardian Life and the fixed-income assets for other GIS subsidiaries. Prior to joining Guardian Life, Mr. Chin spent four years as a strategist at Goldman Sachs & Company. Mr. Chin earned a B.S. in engineering from Polytechnic Institute of New York and an M.B.A. from the University of California at Berkeley.
Funds: Investment Quality Bond Fund | Low Duration Bond Fund
Robert J. Crimmins, Jr. (GIS) has been a co-portfolio manager of RS Investment Quality Bond Fund and of RS Low Duration Bond Fund since 2004.* Mr. Crimmins has been a managing director of Guardian Life since 2004. From March 2001 to March 2004, Mr. Crimmins was a senior director at Guardian Life and prior to that, Mr. Crimmins was an assistant vice president of fixed-income investments of Guardian Life. Mr. Crimmins holds a B.A. in finance from St. John's University and an M.B.A. from Fordham University.
Funds: Investment Quality Bond Fund | Low Duration Bond Fund
Alexander M. Grant, Jr. (GIS) has managed RS Tax-Exempt Fund since 1993* and RS Money Market Fund since 1986.* Mr. Grant has been managing director at Guardian Life since 1999 and has managed Guardian Life's tax-exempt assets since 1993. He holds a B.A. in English from State University of New York at Buffalo.
Funds: Money Market Fund | Tax-Exempt Fund
Marc Gross (GIS) has been a member of the investment management team of RS High Yield Bond Fund since July 2008. He is a senior director of Guardian Life. Mr. Gross is responsible for issuer and security selection for the Fund, as well as industry allocations. Prior to joining Guardian Life as a senior credit analyst in October 2005, Mr. Gross was employed by the Clinton Group, a registered investment adviser, where he was responsible for high yield and distressed credit analysis, idea generation and trade execution. From 2002 to 2004, Mr. Gross worked as a senior analyst at RBC Dain Rauscher, where he focused on special situations research and trading in high yield securities. Mr. Gross holds a B.A. in history from the University of North Carolina at Chapel Hill and an M.B.A. in finance from the New York University Stern School of Business.
Fund: High Yield Bond Fund
Howard G. Most (GIS) has been a member of the investment management team of RS High Yield Bond Fund since July 2008. He is a managing director and head of fixed income credit research at Guardian Life. Mr. Most is the head of research for the Funds’ investment team, responsible for overseeing the analyst team that provides the investment research that is used in making industry, issuer, and security selections. Mr. Most has over 20 years of investment experience, and is responsible for oversight of the credit analyst team at Guardian Life. Prior to joining Guardian Life in 1998, Mr. Most was a managing director at Salomon Smith Barney, having earlier been at UBS Securities and Drexel Burnham Lambert. Mr. Most began his bond research career at Moody’s Investors Service and Standard & Poor’s Corporation. Mr. Most received a B.A. from City College of New York, a J.D. from Fordham University, and an M.B.A. from Columbia University.
Fund: High Yield Bond Fund
* Includes service as a portfolio manager or co-portfolio manager, as applicable, of the Fund's Predecessor Fund for periods prior to October 9, 2006, the commencement of operations of the Fund.
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