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

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

June 2020 / INVESTMENT INSIGHTS

China Becomes a Renewed Target in the 2020...

China Becomes a Renewed Target in the 2020 Election

China Becomes a Renewed Target in the 2020...

Tensions mount over key policy issues in wake of the pandemic

By Katie Deal

Katie Deal Associate Analyst

June 2020 / INVESTMENT INSIGHTS

How Coronavirus is Reshaping the Blue-Chip...

How Coronavirus is Reshaping the Blue-Chip Universe

How Coronavirus is Reshaping the Blue-Chip...

Defining potential winners and losers—near and longer term.

By Larry J. Puglia

Larry J. Puglia Portfolio Manager

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

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)
20.26%
Fund Size
(USD)
$3.0b
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)
9.65%
Fund Size
(USD)
$884.3m
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)
13.37%
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)
0.31%
Fund Size
(USD)
$615.2m
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)
19.89%
Fund Size
(USD)
$1.0b