Here’s Why RS Large Cap Value Strategy Held Its Position in Corpay (CPAY)

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...