Proprietary fundamental research is core to our ability to consistently identify sound, long-term investments. This entails rigorous analysis at the regional, sector, industry, and company level to identify promising investment opportunities—and those to be avoided.

To select the best opportunities, we actively test and challenge our own opinions. For instance, selecting a corporate bond requires meeting with management teams to directly discuss their marketing strategies, company dynamics, and competitive landscape. We use these face-to-face meetings to challenge our own preconceptions and those of the management team—an approach that often results in a penetrating dialogue with revealing insights.

Combined with a thorough macro-understanding, our bottom-up approach forms the foundation for thousands of investment decisions every year, helping to ensure that we are well positioned to understand the true value and possible risks for our clients.

The principles of Thomas Rowe Price, Jr., are every bit as relevant today as they were when the company was founded. His belief in the value of a long-term approach, even to the detriment of short-term gain, has helped our clients weather many storms over the years.

As an investment manager, we have a solid balance sheet with zero long-term debt. This stability helps us to operate with a long-term view and to continually reinvest in our business and investment capabilities so that we can better serve our clients.