US Large-Cap Value Equity Strategy Composite | T. Rowe Price

Your Country:

Your Language:

Confirm Cancel

Download

Latest Date Range

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

Download Cancel

Download

Share Class: Language of the document:

Download Cancel

Once registered, you'll be able to start subscribing.

Email address
First name
Last name
Company name

By clicking the Continue button, I acknowledge that I have read and accepted the Privacy Notice

Continue Back

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

All Strategy Highlights

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

All Products Documents

Capital at risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Strategy

Investment Approach

Focus on relative value relationships to opportunistically identify attractively valued companies.
Fundamental research is key to uncovering companies with potential for stock price mean reversion
Integrate qualitative inputs to assess potential for improved investor perception.
Verify relative valuation anomalies through quantitative analysis.
Balance valuation analysis and qualitative overlay.

Portfolio Construction

Typically 70-80 stock portfolio
Individual positions typically are below 3%, but higher conviction ideas can range to 5.00%
Sector weights will typically vary from 0.5X to 2.0X of primary value sectors of the Russell 1000 Value Index
Reserves will range from 0% to 2%

Past performance does not predict future returns.