U.S. Select Value Equity SMA

Formerly U.S. Large-Cap Equity Income SMA

Aims to provide investors with income and capital appreciation through a conservative, relative value investment approach. The strategy focuses on finding high-quality dividend-paying companies with strong brands, franchises, or assets that appear undervalued.
John D.  Linehan, CFA
Portfolio Manager

John D. Linehan is the portfolio manager for the U.S. Large Cap Equity Income Strategy, U.S. Select Value Strategy and co-portfolio manager for the US Large-Cap Value Equity Strategy in the U.S. Equity Division. In addition, he is the chief investment officer of Equity and a member of the firm's U.S. Equity Steering and Equity Brokerage and Trading Control Committees. He also is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

U.S. Large-Cap Equity Income SMA

Aims to provide investors with income and capital appreciation through a conservative, relative value investment approach. The strategy focuses on finding high-quality dividend-paying companies with strong brands, franchises, or assets that appear undervalued.
John D.  Linehan, CFA
Portfolio Manager

John D. Linehan is the portfolio manager for the U.S. Large Cap Equity Income Strategy, U.S. Select Value Strategy and co-portfolio manager for the US Large-Cap Value Equity Strategy in the U.S. Equity Division. In addition, he is the chief investment officer of Equity and a member of the firm's U.S. Equity Steering and Equity Brokerage and Trading Control Committees. He also is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

Investment Approach

  • Employ a conservative, value-oriented investment approach and typically invest in high quality, dividend-paying companies with strong brands, franchises, or assets we think are undervalued. 
  • To identify these companies, we let valuation be our guide and utilize a variety of different metrics and proprietary screens to assess valuation appeal.
  • Leverage our global research platform to assist in uncovering companies with strong reward-to-risk characteristics. 
  • Maintain a long-term orientation to allow for full exploitation of valuation anomalies.
  • Construct a diversified portfolio to help manage our risk profile.

Current Year Performance

Past performance cannot guarantee future results. All investments are subject to risks, including possible loss of principal.

1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. Actual fees may vary. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Returns include reinvestment of dividends and capital gains. 

Team (As of 03/31/2020)

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