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Victory Rs Small Cap Growth Fund Class A (RSEGX)

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60.55 +0.87    +1.46%
19/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 285.29M
Victory RS Small Cap Growth A 60.55 +0.87 +1.46%

RSEGX Overview

 
On this page you'll find an in-depth profile of Victory Rs Small Cap Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of RSEGX among other information.
Category

Small Growth

Total Assets

285.29M

Expenses

1.40%

Inception Date

32111

Contact Information

Address 15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
Phone 210-694-9700

Top Executives

Name Title Since Until
Trevor Martin - 2024 Now
Biography Trevor Martin has been a member of the RS Investments Growth team since 2014 and a co-portfolio manager of Victory RS Small Cap Growth Fund, Victory RS Select Growth Fund, Victory RS Mid Cap Growth Fund, Victory RS Growth Fund, and Victory RS Small Cap Equity Fund since May 2024. Mr. Martin is a CFA charterholder.
Paul Leung Portfolio Manager 2018 Now
Biography Paul Leung has been a co-portfolio manager of Victory RS Mid Cap Growth Fund and Victory RS Small Cap Equity Fund since May 2018. Mr Leung has been an analyst with the RS Growth team since 2012. Mr. Leung joined Victory Capital in 2016 in connection with Victory Capital’s acquisition of RS Investments. Prior to that, he worked as a senior investment analyst at Ashfield Capital Partners where he focused on the technology sector. Previously, he held research and financial analyst positions at Sterling Johnston Capital Management, from 2002 to 2010, and Citigroup, from 1999 to 2001. Mr. Leung is a CFA charterholder.
Christopher W. Clark Co-Portfolio Manager 2014 Now
Biography Christopher W. Clark has been a co-portfolio manager of the Victory RS Investments Custom Growth Strategy (formerly, the RS Investments Custom Growth Strategy) of the Fund since September 2015. He has worked in investment management since 2001, has been with RS Investments since 2007, has managed investment portfolios since 2014, and has been with Victory Capital since 2016. Before joining RS Investments, 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. Chris is a CFA Charterholder.
Melissa Chadwick-Dunn Co-Portfolio Manager 2007 Now
Biography Melissa Chadwick-Dunn has been a member of the RS Growth team since 2001. She has been a co-portfolio manager and analyst of Victory RS Mid Cap Growth Fund (including its predecessor fund) since 2008 and Victory RS Small Cap Equity Fund (including its predecessor fund) since 2009. From 2001 to 2016, she was an investment professional with RS Investment Management Co. LLC, which was acquired by the Adviser in 2016. Before joining RS Investments, she was an equity analyst at Putnam Investments for two years, covering international small-cap stocks. 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.
D. Scott Tracy Portfolio Manager 2007 Now
Biography Mr. Tracy joined RS Investments and has been a member of the RS Growth Team since 2001. 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. He is also a Chartered Financial Analyst.
Stephen J. Bishop Co-Portfolio Manager 2007 Now
Biography Stephen J. Bishop has been a member of the RS Growth team since 1996 and has been with Victory Capital Management Inc. since 2016. Mr. Bishop has been a co-portfolio manager and analyst of Victory RS Mid Cap Growth Fund (including its predecessor fund) since 2008, Victory RS Small Cap Equity Fund (including its predecessor fund) since 2009. From 1996 to 2016, Mr. Bishop was a research analyst primarily covering the technology sector with RS Investment Management Co. LLC, which was acquired by the Adviser in 2016. Prior to joining RS Investments, he worked as an analyst in the corporate finance department of Dean Witter Reynolds, Inc., for two years.
Allison Thacker Managing Director 2007 2011
Biography Thacker is Managing Director, co-portfolio manager and an analyst in the RS Growth Team. She has been a co-portfolio manager of RS Technology Fund since April 2003, RS Small Cap Growth Fund and RS Select Growth Fund since 2007, RS Mid Cap Growth Fund since July 2008, RS Small Cap Equity Fund since April 2009, and RS Growth Fund since May 2009. She also co-manages separate accounts. Prior to joining the firm in 2000 as an analyst covering Internet and consumer discretionary stocks, she worked as an analyst for the energy investment banking group at Merrill Lynch for two years.
Jim Callinan CEO 1996 2009
Biography Jim Callinan graduated from Harvard College (B.A. Economics), New York University (M.S. Accounting) and Harvard Business School (M.B.A.). Mr. Callinan holds the Chartered Financial Analyst designation. Mr. James L. Callinan serves as Vice President and Portfolio Manager for the Adviser and Osterweis Capital Management, Inc. (an affiliate of the Adviser).Prior to joining Osterweis Capital Management in 2016, Mr. Callinan was the CEO of Callinan Asset Management and Portfolio Manager of the Emerging Growth Partners, LP. Before that, he was Co-Founder & Chief Investment Officer at RS Investments and founded the RS Concentrated Small Cap Growth investment strategy. He also co-founded the RS Growth Group LLC at Robertson Stephens Investment Management in 1996 and managed the RS Emerging Growth Fund from 1996 until 2010. He began his career at Putnam Investments as an equity research analyst in 1987 and served as portfolio manager for the Putnam OTC Emerging Growth Fund from 1994 to 1996. Mr. Callinan is a Board and Finance committee member of the Bay Area Make-A-Wish Foundation, a member of the Jumpstart Northern California Advisory Board, the Weatherbie Capital Advisory Board, the President’s Committee on Communication for Harvard University, the Pacific Union Club Investment Committee and the Friends of Harvard Football Board. Mr. Callinan is a Portfolio Manager for the Emerging Opportunity strategy.
David Evans principal and Portfolio Manager 1996 1996
Biography Evans is principal and portfolio manager with Robertson Stephens Investment Mgmt., his employer since 1989. Prior to joining the firm, Evans was vice president and portfolio manager of the CIGNA Aggressive Growth Fund.
Robert C. Czepiel President 1987 1996
Biography Czepiel serves as president of Robertson Stephens Investment Management Inc., his employer since 1985. Previously, he spent fours years as a vice president and portfolio manager with CIGNA Corporation, and 19 years as an analyst with C.J. Lawrence. He holds the Chartered Financial Analyst designation.
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