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Why US Equities?
An alpha opportunity for skilled stock pickers
Accounting for over 50% of listed global indices, US equities are a permanent feature for many asset allocators; the largest, most liquid and most researched of all world equity markets. But the scale and pace of innovation, transition and evolution across sectors and companies makes it no job for autopilot. Market participants don’t always act rationally, and investors need to look beyond the array of data at their disposal to identify the true long-term winners.
An approach for the long term
Like other financial markets today, the US faces meaningful challenges, both domestically and globally. Such testing environments, however, can play to the skilled, active investor who has the analytical experience and insight to find and invest in those companies best positioned to offset the market environment and generate consistent, long term returns.
Why T. ROWE PRICE FOR US EQUITIES?
In US Equities, it’s not just what you know, but who you know (well)
In US equities, we believe relationships count. Which is why our analysts have been developing and nurturing those relationships with companies – old and new, large and small, public and private – over the past 85 years. That gives us unparalleled access to the key decision-makers where we can ask the right questions to make fully informed decisions and spot the right opportunities (and avoid the wrong ones), whatever the conditions. It’s made all the difference to our clients over the years, and it’s still the difference today.
Way back when
We’ve built an unrivalled coverage of the US market since we started way back in 1937.
Today
Our analysts are at the forefront of industry and company trends and are able to uncover future opportunities.
CREDENTIALS
Trust the experts
EXPERIENCE & SCALE
With +85 years of analysing and investing in american companies of all sizes, we are one of the largest active managers of US Equities with USD 560.7bn under management*.
ACTIVE RESEARCH
Fundamental analysis, backed by a well-resourced research platform of 392 analysts, is the core of our active approach.
SECTOR EXPERTISE
Our 163 US analysts cover all sectors, sub-sectors and industries that compose the US market, and have unparalleled access to key decision makers.
FUND RANGE
Your active allocation to the US
We have been investing in US equities since the founding of our firm in 1937, and have thoughtfully evolved our capabilities over time to meet the needs of our clients. Today, we offer a range of solutions to suit different client objectives: from large to small cap, across value, core and growth strategies.
Explore our strategies in focus:
US Large Cap Growth Fund
US Large Cap Value Fund
US Smaller Companies Fund
US Blue Chip Equity Fund
INSIGHTS
Our thoughts on the US
General fund risks. Equity - Equities can lose value rapidly for a variety of reasons and can remain at low prices indefinitely. ESG and sustainability - ESG and Sustainability risk may result in a material negative impact on the value of an investment and performance of the fund. Geographic concentration - Geographic concentration risk may result in performance being more strongly affected by any social, political, economic, environmental or market conditions affecting those countries or regions in which the Fund’s assets are concentrated. Hedging - Hedging measures involve costs and may work imperfectly, may not be feasible at times, or may fail completely. Investment fund - Investing in funds involves certain risks an investor would not face if investing in markets directly. Management - Management risk may result in potential conflicts of interest relating to the obligations of the investment manager. Market - Market risk may subject the fund to experience losses caused by unexpected changes in a wide variety of factors. Operational - Operational risk may cause losses as a result of incidents caused by people, systems, and/or processes.
All data as of December 31, 2022, unless otherwise stated.
*Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
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Important Information
This material is being furnished for general informational and/or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.
The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources' accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.
The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request.
It is not intended for distribution to retail investors in any jurisdiction.
The Funds are sub-funds of the T. Rowe Price Funds SICAV, a Luxembourg investment company with variable capital which is registered with Commission de Surveillance du Secteur Financier and which qualifies as an undertaking for collective investment in transferable securities (“UCITS”). Full details of the objectives, investment policies and risks are located in the prospectus which is available with the key investor information documents (KIID) and/or key information document (KID) in English and in an official language of the jurisdictions in which the Funds are registered for public sale, together with the articles of incorporation and the annual and semi-annual reports (together “Fund Documents”). Any decision to invest should be made on the basis of the Fund Documents which are available free of charge from the local representative, local information/paying agent or from authorised distributors. They can also be found along with a summary of investor rights in English at www.troweprice.com. The Management Company reserves the right to terminate marketing arrangements.
EEA – Unless indicated otherwise this material is issued and approved by T. Rowe Price (Luxembourg) Management S.à r.l. 35 Boulevard du Prince Henri L-1724 Luxembourg which is authorised and regulated by the Luxembourg Commission de Surveillance du Secteur Financier. For Professional Clients only.
Switzerland - Issued in Switzerland by T. Rowe Price (Switzerland) GmbH, Talstrasse 65, 6th Floor, 8001 Zurich, Switzerland. First Independent Fund Services Ltd, Klausstrasse 33, CH-8008 Zurich is Representative in Switzerland. Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zurich is the Paying Agent in Switzerland. For Qualified Investors only.
UK – Issued and approved in the UK by T. Rowe Price International Ltd, 60 Queen Victoria Street, London, EC4N 4TZ which is authorised and regulated by the UK Financial Conduct Authority. For Professional Clients only.
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*All figures are as at 31 December 2020 unless stated otherwise. Total US Equity Assets: US$ 979.0 billion. As of 31 December 2020. US Equity AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
EEA ex-UK and ex-Netherlands – Unless indicated otherwise this material is issued and approved by T. Rowe Price (Luxembourg) Management S.à r.l. 35 Boulevard du Prince Henri L-1724 Luxembourg which is authorised and regulated by the Luxembourg Commission de Surveillance du Secteur Financier. For Professional Clients only.
Switzerland – Issued in Switzerland by T. Rowe Price (Switzerland) GmbH, Talstrasse 65, 6th Floor, 8001 Zurich, Switzerland. First Independent Fund Services Ltd, Klausstrasse 33, CH-8008 Zurich is Representative in Switzerland. Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zurich is the Paying Agent in Switzerland. For Qualified Investors only.