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Equity Capabilities
Always on, because the world never stays still
Markets are constantly changing, so we have built an equity investment ecosystem that’s designed to evolve with them. Our broad range of equity products are driven by teams of experts applying their individual intellect while leveraging the collective wisdom of our global investment teams.
At a Glance
years managing equity assets
equity investment professionals
USD of equity AUM*
Our equity investment ecosystem is alive to give us a holistic view of the investible universe.
Our focus on knowledge, talent, and culture aims to give our clients the best opportunity to meet their goals.
Seeing more to know more
We believe our advantage is fueled by our ability to derive, decipher, and process a deeper world of information. This gives us the potential to collect more pieces of the investment puzzle and the knowledge that comes with them—for a more complete picture of a company’s future and the potential for better outcomes for our clients.
A universe of talent, powering us forward
We believe investment ideas can come from anywhere. What drives us is a universe of talent, not individual stars. Each associate’s expertise plays a critical role in understanding what matters most to discern signal from noise and to develop insights that have the potential to benefit our clients’ portfolios.
Together, we are better
We believe working together makes us better and creates a culture of compounding knowledge and shared success. Our real-time marketplace of ideas helps us bring one another to the right answer, creating an environment that is greater than the sum of its parts and the potential to generate a world of greater opportunity for our clients.
Our thoughts on the issues that matter to you.
To identify actionable insights, our research across market caps, industries, and local markets never stops—building a real understanding of how companies and economies operate.
Feb 2025
Regional Thoughts
Ausbiz: All eyes on Trump and DeepSeek
Sam Ruiz, Portfolio Specialist spoke with Ausbiz on 30 October 2024 and discussed the importance of investor expectations in the tech sector. He noted that while companies report decent numbers, they often fail to meet high investor standards. Sam also shared why he believes there is potential in emerging markets such as Vietnam and India as U.S. political dynamics shift.
Nov 2024
Sector Views
AI’s “easy money” era is over, but an abundance of opportunities remain
Artificial intelligence is set to be one of the biggest productivity enhancers for the global economy since electricity.
PODCAST
Revolution to Reality – Exploring the Power of Artificial Intelligence
Revolution to Reality – Exploring the Power of Artificial Intelligence
In the second season of The Angle from T. Rowe Price, we explore the rapid rise of generative artificial intelligence (AI). Does AI represent the monumental change that headlines often indicate, or should we temper expectations? Where are we seeing the initial impacts on industries, and are there hidden risks to monitor? Host Jennifer Martin, portfolio specialist, and guests consider the evolving implications for financial markets and the global economy—including the potential opportunities and pitfalls.
Our equity strategies outperformed 79% of the time.
Ten-year periods, rolling monthly, over the last 20 years ended 31/12/23.
T. Rowe Price equity strategies delivered higher average annualised returns than their benchmarks over time. And they showed better results in the vast majority of rolling monthly periods over a 20-year span.
That’s the result of our rigorous global research and an understanding of regions, sectors, and companies that allowed us to uncover equity investment opportunities with long-term growth potential.
That's the T. Rowe Price difference.
Past performance is not an indicator of future performance.
Analysis by T. Rowe Price. Represents a comparison of all marketable institutional equity composites compared with the official composite primary benchmark assigned to each. Excludes index/passive composites. In order to avoid double-counting in the analysis, specialised composites viewed as substantially similar to strategies already included (e.g., constrained strategies, ex-single country excluded strategies, etc.) are also excluded. Composite net returns are calculated using the highest applicable separate account fee schedule for institutional clients. All figures in USD. The performance of each T. Rowe Price composite was compared against its official composite primary benchmark using 10-year rolling monthly periods from 1/1/04 to 31/12/23. For more information on the methodology of this analysis, please see Comparing T. Rowe Price Composites with Their Benchmarks, which is available upon request.
Analysis aggregates and averages the performance history of 52 equity composites covering 5,525 rolling 10-year periods (33 U.S. equity composites covering 3,809 periods and 19 international equity composites covering 1,716 periods).
Our associates use their generational knowledge and deep understanding of the market to recognise patterns and perpetually connect the dots of the financial world.
Scott Berg, CFA®
Portfolio Manager
Scott Berg is the portfolio manager for the Global Growth Equity Strategy in the Global Equity Division. In addition, he is an Investment Advisory Committee member of the Global Impact Equity, Institutional International Disciplined Equity, and International Disciplined Equity Funds. He is an executive vice president of T. Rowe Price Global Funds, Inc., and T. Rowe Price International Funds, Inc. In addition, he is a vice president of T. Rowe Price Group, Inc.
Peter J. Bates, CFA®
Portfolio Manager
Peter Bates is the portfolio manager of the Global Select Equity Strategy (marketed in Australia as Concentrated Global Equity) in the Global Equity Division. He is a member of the Investment Advisory Committees of the Global Focused Growth Equity and Japan Equity Strategies. Peter is a vice president of T. Rowe Price Group, Inc., and an executive vice president of T. Rowe Price International Ltd.
David J. Eiswert, CFA®
Portfolio Manager
David Eiswert is a portfolio manager in the Global Equity Division. He is the portfolio manager for the Global Focused Growth Equity Strategy, a role he has held since October 1, 2012. David is a member of the Global Equity Steering Committee. He also is a vice president of T. Rowe Price Group, Inc.
Hari Balkrishna
Portfolio Manager
Hari Balkrishna is a portfolio manager for the Global Impact Equity Strategy in the Global Equity Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
A broad range of solutions designed to help meet your needs.
Our portfolio managers independently apply their bespoke investment frameworks to help generate outcomes for specific client needs. See how these investment products go beyond active investing to help clients thrive in a changing world.
Leveraging our global network of knowledge to stay more alive to new and developing opportunities, wherever they may be.
Concentrated Global Equity Fund
High conviction, global equity portfolio that seeks long-term capital appreciation through investment in a concentrated portfolio of mid- to large-cap companies which are traded or listed on recognised exchange and/or markets throughout the world, including developing countries.
Global Equity Fund
High conviction, global equity portfolio that seeks to invest in companies with above-average and sustainable growth characteristics.
Global Impact Equity Fund
Dual mandate portfolio that seeks both long-term capital appreciation as well as a positive effect on the environment and society by investing in companies whose current or future business activities are expected to generate a positive impact.
Important Information
All data as of 30 September 2024 unless otherwise stated.
*The total equity assets managed by T. Rowe Price Associates, Inc., and its investment advisory affiliates. Total equity assets include all equity separate accounts and funds along with a portion of certain T. Rowe Price U.S.-registered multi-asset funds as of 30 September 2024.
Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298 AFSL 240975) is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Stock Exchange (ASX:EQT). Equity Trustees and T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895 and AFSL: 503741) are, respectively, the responsible entity and investment manager of the T. Rowe Price Australian Unit Trusts.
A Target Market Determination for each T. Rowe Price Australian Unit Trust (or class of units in a Trust) is available here (http://www.eqt.com.au/insto). It describes who the financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where Equity Trustees Limited, the responsible entity of the T. Rowe Price Australian Unit Trusts may need to review the Target Market Determination for the financial product.
Past performance is not a reliable indicator of future performance. The price of any fund may go up or down. Investment involves risk including a possible loss to the principal amount invested. For general information purposes only, does not take into account the investment objectives, financial situation or needs of any particular investor. For further details, please refer to each fund's product disclosure statement and reference guide which are available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au).
The above graphic shows a circular chart and bar graph that demonstrate how T. Rowe Price equity strategies at composite level beat their benchmarks in 79% of periods analysed and delivered an average of 1.39% in additional return over their benchmarks across all periods analysed. Results shown after fees.
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