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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request

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The Value Opportunity

What does the future look like for Value investors post-COVID?

Growth has consistently and significantly outperformed Value for over a decade, a trend that has accelerated in recent years as fast growing, highly valued tech stocks have left many Value investors behind. So, as we consider the post-COVID landscape, what are the prospects for Value? Can it finally challenge Growth’s style leadership, and is it sustainable? Having gained over 30 years’ experience of investing in Value portfolios, which total more than US$210bn under management, we think we can help you understand these dynamics. Please find our latest investment insights below, along with details of our range of Value funds.

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Invest in large US companies with hidden value and potential overlooked by the market majority.