U.S. Dividend Growth Equity SMA

The fund will normally invest 65% of the fund’s total assets in common stocks of dividend-paying companies that we expect to increase their dividends over time and also provide long-term capital appreciation. We identify companies with a sustainable competitive advantage that are likely to show consistent growth of earnings and dividends.
Thomas J.  Huber, CFA
Portfolio Manager

Tom Huber is the portfolio manager of the US Dividend Growth Equity Strategy in the U.S. Equity Division. He also is the chairman of the Investment Advisory Committee of the US Dividend Growth Equity Strategy and an Investment Advisory Committee member of the US Large-Cap Core Growth Equity and US Real Estate Equity Strategies. Tom is a vice president of T. Rowe Price Group, Inc.

U.S. Dividend Growth Equity SMA

The fund will normally invest 65% of the fund’s total assets in common stocks of dividend-paying companies that we expect to increase their dividends over time and also provide long-term capital appreciation. We identify companies with a sustainable competitive advantage that are likely to show consistent growth of earnings and dividends.
Thomas J.  Huber, CFA
Portfolio Manager

Tom Huber is the portfolio manager of the US Dividend Growth Equity Strategy in the U.S. Equity Division. He also is the chairman of the Investment Advisory Committee of the US Dividend Growth Equity Strategy and an Investment Advisory Committee member of the US Large-Cap Core Growth Equity and US Real Estate Equity Strategies. Tom is a vice president of T. Rowe Price Group, Inc.

Investment Approach

  • We seek to provide a growing level of dividend income, long-term capital appreciation, and a reasonable level of current income.
  • The portfolio will normally invest 65% of total assets in common stocks of dividend-paying companies that we expect to increase their dividends over time and also provide long-term capital appreciation.
  • The portfolio employs a conservative, growth-at-a-discount investment approach with an emphasis on dividend growth. We identify companies with a sustainable competitive advantage that are likely to show consistent growth of earnings and dividends.
  • We particularly favor companies that generate excess cash flow with attractive valuations and solid cash flow to support future dividend increase.

Risks

All investments are subject to risks, including possible loss of principal. Dividend-paying stocks may lag shares of smaller, faster-growing companies. Also, stocks that appear temporarily out of favor may remain out of favor for a long time.

Why A T. Rowe Price SMA

T. Rowe Price’s SMAs offer access to our firm’s expertise to identify opportunities and pursue solid, long-term results through our disciplined approach to investing. We are focused on helping our clients invest confidently. Backed by our experience over many investment cycles, our SMAs provide one more way to access T. Rowe Price’s established active management approach.

 

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