Trends Investment Summit

T. Rowe Price at the Trends Investment Summit, 12 March 2025

Our Session

Our presentation

Diversification with Purpose – US Equity Impact investing across the full value to growth spectrum

14:30 CET | Conference Room #3

The US public equity market's size, breadth, technology and innovation leadership make it a fertile ground for active managers. These companies offer attractive long-term financial prospects with business models providing solutions to some of the most pressing challenges our Planet and Society face.

Importantly, US impact equities provide a differentiated universe that brings diversification benefits to your asset allocation. David Rowlett, Portfolio Manager of the US Impact Equity strategy, will discuss some of the latest opportunities he sees in the US impact equity space across exciting themes such as Artificial Intelligence, the circular economy, GLP-1s, Financial Inclusion and Cybersecurity.

Speaker

David Rowlett

Portfolio Manager, US Impact Equity, T. Rowe Price

David Rowlett is the portfolio manager for the US Impact Equity Strategy in the U.S. Equity Division. He is a vice president and member of the Investment Advisory Committees of the US Large-Cap Growth Equity, US Large-Cap Core Equity, Global Industrials Equity, and Global Impact Equity Strategies and a vice president of the International Funds.

David's investment experience began in 2003, and he has been with T. Rowe Price since 2008, beginning as an investment analyst focusing on aerospace and defense and multi-industrial companies in the U.S. Equity Division. Prior to this, David was employed by Neuberger Berman as an analyst and a portfolio manager. David also was employed by Merrill Lynch as an investment banker within the Financial Institutions Group.

You can find us here

Our booth

Visit us any time during the day at booth #11. We look forward to welcoming you!

Our team

David Rowlett

Portfolio Manager, US Impact Equity, T. Rowe Price

Rogier Westhuis

Relationship Manager, T. Rowe Price

Downloads and Insights

Downloads

Strategy Focus on US Impact Equity

US Impact Equity Strategy 2023 Annual Report

US Impact Equity Fact Sheet

US Equities Capabilities Brochure

Equity General Portfolio Risks

Capital risk – the value of your investment will vary and is not guaranteed. It will be affected by changes in the exchange rate between the base currency of the portfolio and the currency in which you subscribed, if different. ESG and Sustainability risk – may result in a material negative impact on the value of an investment and performance of the portfolio. Equity risk – in general, equities involve higher risks than bonds or money market instruments. Geographic concentration risk – to the extent that a portfolio invests a large portion of its assets in a particular geographic area, its performance will be more strongly affected by events within that area. Hedging risk – a portfolio's attempts to reduce or eliminate certain risks through hedging may not work as intended. Investment portfolio risk – investing in portfolios involves certain risks an investor would not face if investing in markets directly. Management risk – the investment manager or its designees may at times find their obligations to a portfolio to be in conflict with their obligations to other investment portfolios they manage (although in such cases, all portfolios will be dealt with equitably). Operational risk – operational failures could lead to disruptions of portfolio operations or financial losses.

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