Download

Audience for the document: Share Class: Language of the document:

Download

Share Class: Language of the document:

Change Details

If you need to change your email address please contact us.
Subscriptions
OK
You are ready to start subscribing.
Get started by going to our products or insights section to follow what you're interested in.

Products Insights

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

Other Literature

You have successfully subscribed.

Notify me by email when
regular data and commentary is available
exceptional commentary is available
new articles become available

Thank you for your continued interest

Please enter valid search characters

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$130bn 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.

July 2021 / INVESTMENT INSIGHTS

Why This “Value” Recovery May Have Only Just...

Why This “Value” Recovery May Have Only Just Begun

Why This “Value” Recovery May Have Only Just...

Economic recovery and earnings momentum set to sustain the rotation back to value

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

June 2021 / INVESTMENT INSIGHTS

Finding Value in Equity Markets Amid Elevated...

Finding Value in Equity Markets Amid Elevated Valuations

Finding Value in Equity Markets Amid Elevated...

When the upside potential may be limited, selectivity is required

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

June 2021 / INVESTMENT INSIGHTS

Seeking Value Stocks on the Right Side of...

Seeking Value Stocks on the Right Side of Change

Seeking Value Stocks on the Right Side of...

Accelerating disruption creates potential opportunities for value investors

By Mark S. Finn

Mark S. Finn Portfolio Manager

November 2020 / MARKETS & ECONOMY

Why the Future Now Looks Brighter for Value...

Why the Future Now Looks Brighter for Value Investing

Why the Future Now Looks Brighter for Value...

Three scenarios that could propel a style rotation back to value

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

January 2021 / INVESTMENT INSIGHTS

Finding “Deeper Value” in Emerging Markets

Finding “Deeper Value” in Emerging Markets

Finding “Deeper Value” in Emerging Markets

Value-growth divergence may be peaking

By Ernest C. Yeung

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

adImage

SICAV

Global Value Equity Fund

ISIN LU0859255472
Targeting attractively valued global companies with prospects for improving earnings growth.

SICAV

US Large-Cap Value Equity Fund

ISIN LU0133100338
Invest in large US companies with hidden value and potential overlooked by the market majority.

SICAV

Emerging Markets Equity Fund

ISIN LU0133084979
Seeking to capture compelling growth opportunities in dynamic emerging markets.