Does CACI International (CACI) have the Potential to Generate Sustainable Returns For Its Shareholders?

RS Investments, an investment management company, released its “RS Large Cap Value Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the strategy underperformed its benchmark, the Russell 1000 Value Index (the “Index”), and returned 3.55% (net) versus a return of 3.79% for the Index. The strong performance from stock selection in Health Care and Communication Services aided relative performance in the quarter, while stock selection in Consumer Discretionary and Industrials detracted. In addition, you can check the...