Strategy
Investment Approach
- Invest primarily in U.S. common stocks of companies operating in, and servicing, the financial services industry.
- Employ a bottom-up, fundamental process that leverages T. Rowe Price’s global financial services research platform.
- Top-down portfolio monitoring process is utilized to help manage risk.
- Focus on companies with strong fundamentals and attractive valuations where we have specific insights relative to the market.
- Our long-term investment horizon and contrarian investment style aims to make opportunistic investments that have attractive upside and risk/reward profiles.
Risks
Typical Investor
For long-term investors who seek to participate in the growth prospects of the financial services sector and are willing to accept the risks of investing in a single-industry portfolio in an effort to achieve significant capital appreciation.