RS Concentrated All Cap Value Strategy’s Q4 2024 Investor Letter

RS Investments, an investment management company, released its “RS Concentrated All Cap Value Strategy” fourth quarter 2024 investor letter. The S&P 500® Index saw a 25% gain for the year, following a 23% increase in 2023. Such back-to-back years of over 20% returns are rare, highlighting the overall positive trend despite some year-end weakness. In the fourth quarter, the strategy outperformed its benchmark Russell 3000® Value Index (the “Index”) and returned 1.07% net versus a return of -1.94% for the Index. The strong performance from stock selection in Health Care and Utilities aided relative performance in the quarter, while stock selection in Real Estate and Consumer Staples detracted. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of RS Concentrated All Cap Value Strategy’s Q4 2024 investor letter can be downloaded here.