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

October 2020 / BLOG

Federal Spending Could Be a Catalyst for...

Federal Spending Could Be a Catalyst for Industrials

Federal Spending Could Be a Catalyst for...

Sector is particularly sensitive to economic conditions

By Katie Deal

Katie Deal Associate Analyst

October 2020 / INVESTMENT INSIGHTS

Extracting US Alpha Outside the FAANG Phenomen...

Extracting US Alpha Outside the FAANG Phenomenon

Extracting US Alpha Outside the FAANG Phenomenon

Identifying innovation and growth beyond the tech giants

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

October 2020 / INVESTMENT INSIGHTS

U.S. Presidential Election Adds to Uncertain...

U.S. Presidential Election Adds to Uncertain Environment

U.S. Presidential Election Adds to Uncertain...

Candidates offer divergent agendas that could impact markets

By T. Rowe Price

T. Rowe Price

September 2020 / BLOG

Federal Help Wanted: Municipalities Face...

Federal Help Wanted: Municipalities Face Fiscal Uncertainties

Federal Help Wanted: Municipalities Face...

U.S. election could impact ailing municipal budgets

By Katie Deal

Katie Deal Associate Analyst

September 2020 / INVESTMENT INSIGHTS

Volatility in Technology Highlights Importance...

Volatility in Technology Highlights Importance of Selectivity

Volatility in Technology Highlights Importance...

We believe the sector’s long-term growth stories remain strong

By Alan Tu

Alan Tu Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Betting on Secular Change Is Not Just for...

Betting on Secular Change Is Not Just for Growth Investors

Betting on Secular Change Is Not Just for...

Disruption creates risks and opportunities for value strategies

By Heather McPherson & John Linehan

By Heather McPherson & John Linehan

September 2020 / INVESTMENT INSIGHTS

A Potentially Attractive Entry Point for...

A Potentially Attractive Entry Point for U.S. Smaller Companies

A Potentially Attractive Entry Point for...

A long-term allocation to this dynamic market segment makes sense.

By Curt Organt

Curt Organt Portfolio Manager

August 2020 / BLOG

Potential Winners and Losers from Biden's...

Potential Winners and Losers from Biden's Climate Plan

Potential Winners and Losers from Biden's...

Regulations would affect the energy sector and automotive industry

By Katie Deal

Katie Deal Associate Analyst

July 2020 / INVESTMENT INSIGHTS

Taking Stock of U.S. Equities Amid the Crisis

Taking Stock of U.S. Equities Amid the Crisis

Taking Stock of U.S. Equities Amid the Crisis

A closer look at diverging U.S. equity market and economic performance.

By Julian Cook & Eric Papesh

By Julian Cook & Eric Papesh

July 2020 / INVESTMENT INSIGHTS

Getting the Most Out of Your U.S. Equity...

Getting the Most Out of Your U.S. Equity Allocation

Getting the Most Out of Your U.S. Equity...

A dynamic, diversified exposure could be the answer.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / POLICY INSIGHTS

Higher Tax Rates Expected in Biden Administrat...

Higher Tax Rates Expected in Biden Administration

Higher Tax Rates Expected in Biden Administration

Rise in corporate and personal taxes to finance domestic programs

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.
View More...
3YR Return
(Annualised)
23.02%
Fund Size
(USD)
$3.1b
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.
View More...
3YR Return
(Annualised)
12.04%
Fund Size
(USD)
$859.7m
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.
View More...
3YR Return
(Annualised)
14.63%
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.
View More...
3YR Return
(Annualised)
1.30%
Fund Size
(USD)
$570.4m
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.
View More...
3YR Return
(Annualised)
22.94%
Fund Size
(USD)
$1.2b