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INVESTING APPROACH

At T. Rowe Price, we believe in strategic investing.

 

We believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives.

Strategic investing means that we don’t stop at surface-level analysis. Instead, we go beyond the numbers. More than 475 of our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since 1937.

T. Rowe Price recognized by Bloomberg as a “winner” among active investment managers

A recent article on Bloomberg singled out T. Rowe Price as one of the “rare winners” among active investment managers during a decade of dominance by passively managed index funds.  “Stock pickers may be under siege after decades of ruling Wall Street, but not every old-school champion of active mutual funds is losing ground to cheaper rivals tracking indexes,” reported Bloomberg.  “T. Rowe Price Group is one of the rare winners.”

During a decade when cash flows into index funds soared while many active managers saw outflows, T. Rowe has seen assets under management grow from nearly $400 billion at the end of 2009 to more than $1.4 trillion by the end of 2020.

The article added that T. Rowe garnered net inflows from clients in all but one of the five years through 2018, buoyed by strong investment performance and reasonable fees. 

T. Rowe’s $1 trillion answer to claims stock-picking is dead.

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Strategic Investing
Strategic Investing takes us beyond the numbers.
Rigorous Research


Over 475 of our investment professionals1 go out into the field to talk to customers, suppliers, employees, and managers to learn firsthand where a company stands and where it could go in the future.
 

Deep Experience


Our portfolio managers average 22 years in the industry and 17 years with T. Rowe Price2 —and they’ve weathered all kinds of markets.

 

Prudent Risk
Management


We carefully manage risk—seeking to both minimize losses and maximize returns for our clients. After all, gaining more is often a matter of losing less.

BETTER DECISION-MAKING

Prudent risk management is essential in all market conditions.

Helping to limit investors’ losses is just as important as—if not more important than—delivering growth. In addition to identifying promising investment opportunities, our strategic investing approach helps us prudently manage risk by: 

  • Combining different types of risk in carefully constructed portfolios—to avoid excessive concentration in any one sector, region, or company. 
  • Actively adjusting to the macroeconomic factors that impact volatility, such as global trade events, along with interest rate, credit, and currency risk in global capital markets. 
  • Monitoring risk throughout the investment process—through statistical tools and the oversight of senior investment professionals and corporate officers. 

ENVIRONMENTAL, SOCIAL, AND GOVERNANCE APPROACH

Conducting business responsibly.

Learn how we integrate environmental, social, and governance
(ESG) issues into our investment analysis and portfolio construction.

A PASSION FOR EXPLORATION

Our investment analysts' journey to uncover opportunities for our clients.

Our analysts

Curious. Astute. Experts in their fields. With diverse backgrounds—from medicine
to geology—our analysts bring unique perspectives to their work.

THE SEARCH BEGINS

Turning expertise into insights

IN THE FIELD

Covering every market in which opportunities exist

BACK HOME

Vetting and debating ideas with colleagues

THE INVESTMENT

Deep understanding that informs better decisions

LOOKING FORWARD

Renewing the process

All data as of December 31, 2020, unless otherwise stated.

1Investment professionals as of December 31, 2020.

2As of March 31, 2021