Combined with a thorough macro-understanding, our ‘bottom-up’ research forms the foundation for thousands of investment decisions every day. This helps to ensure that we are well-positioned to understand the true value and possible risks for our clients.

Our approach is particularly important when looking at companies in Asia-Pac where the fast-changing dynamics of the region are creating opportunities to benefit from an increasingly wealthy middle class.

Of course, fundamental research is also critical to our understanding of companies in more mature markets. To understand the earnings potential of Australian companies, our local analysts will visit companies throughout the region and the world. This gives us a more complete view of the competitive landscape as well as a deeper understanding of a particular company’s potential.

By meeting management teams face-to-face, we seek to understand how a company’s specific market strategies and company dynamics fit into this larger landscape of change. In these meetings we challenge our own preconceptions and those of the management team. This often results in penetrating dialogue with revealing insights.

At T. Rowe Price, proprietary fundamental research is core to our ability to construct diversified portfolios of pan-Asian equities, Australian shares and regional fixed income bonds that instil confidence in our clients.