our investment process

We firmly believe the best way to navigate increasingly complex global equity markets is through active management that is rooted in proprietary research of companies, sectors, and countries.


Our Approach

  • An active investment management approach allows analysts and portfolio managers to deploy their knowledge and skills to capitalize on opportunties in all market environments.
  • Our proprietary research focuses on rigorous bottom-up stock analysis as the primary source of value creation.
  • Teamwork combines with distinct company, sector, and local market perspectives to identify diverse sources of alpha. Insights misunderstood by the market can lead to decisions that create long-term value for our clients.

Equity Risk Management

We believe that evaluating risk from multiple perspectives can improve client outcomes. We assess risk at every step in the investment process and at both the portfolio and position level. Investments are carefuly evaluated based on risk appetite.


Our investment professionals collaborate across regions, industries and market capitalizations. What gives our research platforms extra dimension is our collaboration with T. Rowe Price's fixed income division. Investment professionals across the entire organization share insights, enabling us to evaluate companies from many angles and bring broader and deeper insights to our clients.

Equity Strategies*

CAD $940.7 billion in Equity AUM as of 31 March 2023.

*List is not inclusive of all strategies available
resources section

Dedicated Teams Across Major Sectors and Markets



All data as of 31 March 2023, unless otherwise stated.

The total strategy assets includes assets managed by T. Rowe Price Associates, Inc. and its relevant investment advisory affiliates.