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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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Home / Insights / Equity Insights

Equity Insights

Access insights from our investment team as they go beyond the numbers to uncover new opportunities around the globe.

August 2022 / GLOBAL EQUITIES

Value Investing: A Q&A With Sebastien Mallet

Value Investing: A Q&A With Sebastien Mallet

Value Investing: A Q&A With Sebastien Mallet

A decade of insights, and reasons why I am optimistic about the next 10 years.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

August 2022 / GLOBAL EQUITIES

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

July 2022 / GLOBAL EQUITIES

QM Equity Quarterly Newsletter

QM Equity Quarterly Newsletter

QM Equity Quarterly Newsletter

Q2 2022

June 2022 / VIDEO

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S....

The U.S. natural gas industry may enjoy some emerging policy tailwinds.

By Michael Pinkerton

Michael Pinkerton Associate Analyst

June 2022 / U.S. EQUITIES

Meet Gabe Solomon

Meet Gabe Solomon

Meet Gabe Solomon

Portfolio Manager, US Large‑Cap Value Equity Strategy

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

June 2022 / U.S. EQUITIES

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have...

More persistent inflation and rising interest rates change the landscape.

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

May 2022 / U.S. EQUITIES

Dedicated to Value Investing and Focused on Fundamentals

Dedicated to Value Investing and Focused on Fundamentals

Dedicated to Value Investing and Focused...

We seek compelling value opportunities across the risk spectrum.

By John D. Linehan

John D. Linehan Portfolio Manager

May 2022 / GLOBAL EQUITIES

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the...

We focus on firms that we believe have years of strong growth potential ahead.

By Alan Tu

Alan Tu Portfolio Manager

May 2022 / MULTI-ASSET STRATEGY

Meet Richard Coghlan

Meet Richard Coghlan

Meet Richard Coghlan

Portfolio Solutions Manager, Global Multi‑Asset Team & Co‑Manager, T. Rowe Price’s...

By Richard Coghlan

Richard Coghlan Co-Portfolio Manager

May 2022 / U.S. EQUITIES

Keeping a Steady Hand in Uncertain Times

Keeping a Steady Hand in Uncertain Times

Keeping a Steady Hand in Uncertain Times

Volatility has not shaken our focus on long‑term fundamentals.

By Paul Greene

Paul Greene Portfolio Manager

April 2022 / GLOBAL EQUITIES

A Closer Look at Inflation and the "Value Rally"

A Closer Look at Inflation and the "Value Rally"

A Closer Look at Inflation and the "Value...

Discovering new ideas that deliver value.

By David J. Eiswert

David J. Eiswert Portfolio Manager

March 2022 / NATURAL RESOURCES

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy...

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager, Global Natural Resources Strategy

March 2022 / VIDEO

Inflation, Innovation, and Our Outlook for Health Care Stocks

Inflation, Innovation, and Our Outlook for Health Care Stocks

Inflation, Innovation, and Our Outlook for...

Our longer-term outlook for the health care sector is positive, but we expect markets...

By Ziad Bakri

Ziad Bakri Portfolio Manager

March 2022 / VIDEO

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

February 2022 / U.S. EQUITIES

Focused on Fundamentals in an Unsettled Market

Focused on Fundamentals in an Unsettled Market

Focused on Fundamentals in an Unsettled Market

Discerning the durable from the temporary is key to our process.

By Paul Greene

Paul Greene Portfolio Manager

December 2021 / U.S. EQUITIES

Dividend Growers Look Appealing as Market Headwinds Increase

Dividend Growers Look Appealing as Market Headwinds Increase

Dividend Growers Look Appealing as Market...

Selectivity and diligence are keys to long‑term compounding.

By Thomas J. Huber

Thomas J. Huber Portfolio Manager

November 2021 / U.S. EQUITIES

Above-Trend U.S. Growth Could See Smaller Companies Shine

Above-Trend U.S. Growth Could See Smaller Companies Shine

Above-Trend U.S. Growth Could See Smaller...

U.S. smaller companies and a strong domestic recovery are closely aligned.

By Curt J. Organt

Curt J. Organt Portfolio Manager

November 2021 / INTERNATIONAL EQUITIES

T. Rowe Price Strategy Focus On European Select Equity

T. Rowe Price Strategy Focus On European Select Equity

T. Rowe Price Strategy Focus On European...

By Tobias Mueller

Tobias Mueller Portfolio Manager, European Select Equity Strategy

November 2021 / GLOBAL EQUITIES

Higher Oil Prices Unlikely to Prove Sustainable

Higher Oil Prices Unlikely to Prove Sustainable

Higher Oil Prices Unlikely to Prove Sustainable

Supply response and productivity gains should pressure prices.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager

November 2021 / U.S. EQUITIES

A Disciplined Investment Approach in Pursuit of Compounding

A Disciplined Investment Approach in Pursuit of Compounding

A Disciplined Investment Approach in Pursuit of Compounding

Avoid complacency when seeking to buy and hold durable growers.

By Paul Greene

Paul Greene Portfolio Manager

October 2021 / U.S. EQUITIES

Meet Paul Greene

Meet Paul Greene

Meet Paul Greene

Portfolio Manager, US Large‑Cap Core Growth Equity Strategy

By Paul Greene

Paul Greene Portfolio Manager

October 2021 / GLOBAL EQUITIES

How ESG Helps Make Us Better Value Investors

How ESG Helps Make Us Better Value Investors

How ESG Helps Make Us Better Value Investors

Advantages of incorporating ESG factors into company analysis.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

October 2021 / GLOBAL EQUITIES

Staying Disciplined as Equities Confront a Wall of Worry

Staying Disciplined as Equities Confront a Wall of Worry

Staying Disciplined as Equities Confront...

Lofty valuations in equity markets may not reflect potential risks.

By Federico Santilli

Federico Santilli Portfolio Manager in the Equity Division at T. Rowe Price

August 2021 / U.S. EQUITIES

Seeking Growth Stories That Can Be Stronger for Longer

Seeking Growth Stories That Can Be Stronger for Longer

Seeking Growth Stories That Can Be Stronger...

Understanding innovation and disruption could create opportunities.

By Joseph Fath

Joseph Fath Portfolio Manager

Expanding Opportunities in China

Rediscovering Value Opportunities

Unlocking Deeper Opportunities in Emerging Markets

July 2022 / U.S. EQUITIES

Clean Energy Transition Should Be a Tailwind for Utilities

Clean Energy Transition Should Be a Tailwind for Utilities

Clean Energy Transition Should Be a Tailwind...

By Vineet Khanna

Vineet Khanna Investment Analyst

June 2022 / GLOBAL EQUITIES

Finding Opportunity in Private Investments

Finding Opportunity in Private Investments

Finding Opportunity in Private Investments

T. Rowe Price’s place in the ecosystem of innovative growth companies.

By Eric L. Veiel & David M. DiPietro

By Eric L. Veiel & David M. DiPietro

June 2022 / JAPAN EQUITIES

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on...

Maintaining perspective on long-term opportunities.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

June 2022 / U.S. EQUITIES

Four Key Considerations Within the U.S. Energy Sector

Four Key Considerations Within the U.S. Energy Sector

Four Key Considerations Within the U.S. Energy...

Looking for “multiple ways to win” in the broad energy space.

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

June 2022 / U.S. EQUITIES

Active Large‑Cap Managers Could Be Poised to Outperform

Active Large‑Cap Managers Could Be Poised to Outperform

Active Large‑Cap Managers Could Be Poised...

A narrow U.S. market potentially sets stage for excess returns.

By Eric L. Veiel

Eric L. Veiel Head of Global Equity and CIO

May 2022 / ECONOMICS

QM Equity Quarterly Newsletter

QM Equity Quarterly Newsletter

QM Equity Quarterly Newsletter

Updates From the First Quarter of 2022

May 2022 / U.S. EQUITIES

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for...

We are positioned relatively defensively amid rate headwinds

By Taymour Tamaddon

Taymour Tamaddon Investment Analyst

May 2022 / INTERNATIONAL EQUITIES

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting...

Beijing remains cautious about a near-term policy shift.

By Christopher J. Kushlis

Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy

April 2022 / GLOBAL EQUITIES

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

April 2022 / INTERNATIONAL EQUITIES

Q&A With Justin Thomson

Q&A With Justin Thomson

Q&A With Justin Thomson

T. Rowe Price’s CIO for International Equities

By Justin Thomson

Justin Thomson CIO and Head of International Equity

March 2022 / INVESTMENT APPROACH

T. Rowe Price's Strategic Investing Approach Has Benefited Our Results

T. Rowe Price's Strategic Investing Approach Has Benefited Our Results

T. Rowe Price's Strategic Investing Approach Has Benefited Our Results

Discipline that has brought long‑term rewards.

March 2022 / GLOBAL EQUITIES

Positioning for the Future in Global Equities

Positioning for the Future in Global Equities

Positioning for the Future in Global Equities

How our investment framework is adapting to the challenge of change.

By David J. Eiswert

David J. Eiswert Portfolio Manager

March 2022 / EMERGING MARKETS

A Q&A Session With Ernest Yeung

A Q&A Session With Ernest Yeung

A Q&A Session With Ernest Yeung

Attractive opportunities for active investors in EM stocks.

By Ernest C. Yeung

Ernest C. Yeung Portfolio Manager, Emerging Markets Discovery Equity Strategy

December 2021 / JAPAN EQUITIES

2022 Outlook—Prospects for Japan Look Bright

2022 Outlook—Prospects for Japan Look Bright

2022 Outlook—Prospects for Japan Look Bright

Highly open market expected to benefit from global economic recovery.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

December 2021 / GLOBAL EQUITIES

Asia ex-Japan 2022 Market Outlook

Asia ex-Japan 2022 Market Outlook

Asia ex-Japan 2022 Market Outlook

Risk/reward looks attractive for Asia ex‑Japan equities.

By Anh Lu

Anh Lu Vice President of T. Rowe Price Group, Inc., and Portfolio Manager, Asia Ex Japan Equity Strategy, Hong Kong

November 2021 / GLOBAL EQUITIES

Meet Peter Bates

Meet Peter Bates

Meet Peter Bates

Portfolio Manager, Global Select Equity Strategy

By Peter J. Bates

Peter J. Bates Portfolio Manager

November 2021 / GLOBAL EQUITIES

T. Rowe Price Strategy Focus On Global Select Equity

T. Rowe Price Strategy Focus On Global Select Equity

T. Rowe Price Strategy Focus On Global Select...

By Peter J. Bates

Peter J. Bates Portfolio Manager

November 2021 / JAPAN EQUITIES

Change in Political Leadership and Outlook for Japan

Change in Political Leadership and Outlook for Japan

Change in Political Leadership and Outlook...

Prospects for stocks look bright amid expected policy continuity.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

November 2021 / THE U.S. EQUITY T. ROWE PRICE APPROACH

Our Careful Approach to Portfolio Manager Transitions

Our Careful Approach to Portfolio Manager Transitions

Our Careful Approach to Portfolio Manager...

Skilled PMs and a talented analyst pool are both key.

By Eric L. Veiel

Eric L. Veiel Head of Global Equity and CIO

October 2021 / U.S. EQUITIES

The U.S. Value Stock Rally—Expect a Shift to Quality

The U.S. Value Stock Rally—Expect a Shift to Quality

The U.S. Value Stock Rally—Expect a Shift to Quality

Higher‑quality value stocks set to lead the next stage.

By Eric Papesh

Eric Papesh Portfolio Specialist

October 2021 / GLOBAL EQUITIES

Investing in Health Care’s Technological Transformation

Investing in Health Care’s Technological Transformation

Investing in Health Care’s Technological...

A wave of innovation underlies the success of mRNA vaccines.

By Ziad Bakri

Ziad Bakri Portfolio Manager

September 2021 / GLOBAL EQUITIES

The Cycle—Where Are We? Implications for Global Equity Investors

The Cycle—Where Are We? Implications for Global Equity Investors

The Cycle—Where Are We? Implications for...

Complex environments need active management to help steer portfolios in the right...

By David J. Eiswert

David J. Eiswert Portfolio Manager

August 2021 / VIDEO

Global Equities: Moving Beyond the In-Between – Video Series

Global Equities: Moving Beyond the In-Between – Video Series

Global Equities: Moving Beyond the In-Between – Video Series

By David J. Eiswert

David J. Eiswert Portfolio Manager

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