US Equities
Highlighting the opportunities across the US
  • We have been investing in US equities since the firm was established in 1937
  • Over US$700bn in US equity assets under management* – across large and small cap, growth, value and core investment styles
  • With 91 locally-based US equity analysts, we have one of the largest buy-side research platforms

  • We have access to management in many of the US companies we hold as a result of being one of the largest active shareholders in these companies


*Data as at (30 June 2019). US Equity AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

US Equities

Discover how we are ideally positioned to deliver opportunities across a range of US equities
Latest Analysis

May 2020 / INVESTMENT INSIGHTS

Consensus Expectations May Be Overestimating...

Consensus Expectations May Be Overestimating the Recovery Trajectory

Consensus Expectations May Be Overestimating...

Returning to a “normalized” environment could take longer than many anticipate

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Where Does Value Investing Go From Here?

Where Does Value Investing Go From Here?

Where Does Value Investing Go From Here?

Three key principles for investing in a postcrisis world

By John Linehan

John Linehan Portfolio Manager

April 2020 / VIDEO

Strategy Introduction: US Large-Cap Core...

Strategy Introduction: US Large-Cap Core Equity

Strategy Introduction: US Large-Cap Core...

US Large-Cap Core Equity Strategy Update

By Jeff Rottinghaus

Jeff Rottinghaus Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Health Care in Crosshairs of Democratic Presid...

Health Care in Crosshairs of Democratic Presidential Race

Health Care in Crosshairs of Democratic Presidential Race

Significant changes are likely, but not fundamental overhaul

By Katie Deal

Katie Deal Associate Analyst

March 2020 / INVESTMENT INSIGHTS

How Large‑Cap Stock Investors Can Adapt to...

How Large‑Cap Stock Investors Can Adapt to a Slowing Economy

How Large‑Cap Stock Investors Can Adapt to a Slowing Economy

While caution is warranted, cyclical opportunities exist.

By Joseph Fath & Mark S. Finn

By Joseph Fath & Mark S. Finn

February 2020 / INVESTMENT INSIGHTS

Phase One China Trade Deal: Key Issues Unreso...

Phase One China Trade Deal: Key Issues Unresolved Until After U.S. Election

Phase One China Trade Deal: Key Issues Unresolved Until After U.S. Election

Temporary détente suggests tensions could escalate

By Katie Deal

Katie Deal Associate Analyst

Fund Focus (available as an OEIC and SICAV)
RELATED FUND
SICAV
Class Q USD
ISIN LU1028171848
A pure growth portfolio of typically between 60-75 US large cap stocks with diversified exposure across industries. We seek to invest in competitively-advantaged businesses at various stages of their corporate life-cycle, leveraging innovation and change to drive rapid growth in earnings and cash flow.
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3YR Return
(Annualised)
18.10%
Fund Size
(USD)
$2.4b
RELATED FUND
SICAV
Class Q USD
ISIN LU1028172572
A best-ideas portfolio invested in approximately 50-60 large cap US companies, irrespective of style. The portfolio is tilted opportunistically between growth and value in respect to changing market conditions and investment opportunities.
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3YR Return
(Annualised)
7.97%
Fund Size
(USD)
$645.4m
RELATED FUND
SICAV
Class Q USD
ISIN LU0860350650
A widely diversified portfolio of around 150 to 250 smaller capitalisation companies (below US$12 billion market cap) in the US. We have a core style orientation that maintains broad exposure to both growth and value stocks.
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3YR Return
(Annualised)
10.51%
Fund Size
(USD)
$1.4b
RELATED FUND
SICAV
Class Q USD
ISIN LU1028172226
A best ideas portfolio of around 70-80 US large cap companies with hidden value and upside potential that we believe are overlooked by the market. We look for high quality companies with effective management teams where we believe they can materially improve the business.
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3YR Return
(Annualised)
0.10%
Fund Size
(USD)
$642.5m
RELATED FUND
SICAV
Class Q USD
ISIN LU1028172069
A broadly diversified portfolio of typically 100-140 stocks of large and medium sized US ‘blue chip’ companies. We seek to identify “all-season” growth stocks that offer the potential to deliver sustainable returns through differing market cycles.
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3YR Return
(Annualised)
17.50%
Fund Size
(USD)
$979.1m