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Putting Clients First

Fundamental research

Our Culture of Collaboration

Long Term Success

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Why today’s investors can still rely on our founding principles

In an increasingly diverse world which demands a wide variety of approaches to identify the best opportunities, T. Rowe Price offers a full range of equity and fixed income strategies across multiple asset classes throughout the developed, frontier and emerging markets.

Since we began in 1937, we have of course grown in size and scale. However, the fundamental principles upon which Thomas Rowe Price Jr founded the company remain as relevant today as they have ever been.

Opening Quote The personnel of this team must be highly conscious of their obligations to clients. They must possess a sincere desire to produce good results and obtain the public’s good will. Closing Quote
- Thomas Rowe Price

First and foremost, we put our clients first. We believe that the firm’s success follows those of our clients and we strive to build long-term, mutually beneficial relationships.

Today, clients all over the world rely on our steadfast principles and disciplined investment approach to remain confident in their investments for the long-term.

At T. Rowe Price, proprietary fundamental research is core to our ability to consistently identify sound, long-term investments. This entails rigorous analysis at the regional, sector, industry and company level.

To select the best investment opportunities we actively test and challenge our own opinions. Before selecting a corporate bond, for instance, we conduct face-to-face meetings with company management teams to directly discuss their marketing strategies, company dynamics and competitive landscape. Ultimately this penetrating dialogue enables us to challenge our own preconceptions and those of the management.

Opening Quote If you want to have an understanding of any business, it is important to know the background of the people who started it and directed its past, and the hopes and ambitions of those planning its future. Closing Quote
- Thomas Rowe Price

Combined with a thorough macro-understanding of markets and sectors, our ‘bottom-up’ approach to proprietary research forms the foundation for thousands of investment decisions every year enabling us to understand the true value and possible risks for our clients.

Diverse thinking and healthy debate are deeply ingrained into the T. Rowe Price culture. We believe looking at investment opportunities from multiple perspectives is the most reliable way to reveal their true potential.

Opening Quote We do not expect all members of this team to be alike in their abilities. We expect and want different opinions. We like individuals who are broad-minded enough to respect the other person’s point of view. Closing Quote
- Thomas Rowe Price

Our collaborative culture ensures that views are constantly shared between experts from diverse disciplines, and with each fund manager. Macro-level views are contrasted with information gathered on the ground. In fact, our equity and credit analysts often travel together to visit the management of jointly-covered companies to share each others’ insight and understanding.

Overall, we believe that our culture of collaboration enables us to identify opportunities others might overlook and generate solid, long-term results for our clients.

Combining multiple perspectives for a fuller picture

The principles of Thomas Rowe Price Jr. are as relevant today as they were when T. Rowe Price was founded. His belief in the value of a long-term approach has enabled the company and our clients to weather many storms over the years.

We have knowledge of multiple market cycles and can bring significant experience to bear on every investment decision.

We have a solid balance sheet with zero long-term debt. This stability helps us to maintain a long-term view and to continually reinvest in our business so that we can serve our clients.

We believe that Thomas Rowe Price Jr, were he here today, would be proud to recognise the continued importance of his founding principles.

The value of thinking and acting long-term

Opening Quote I set up the firm because I believed that if I worked conscientiously for my clients and succeeded in doing a good job for them, my compensation would follow and be on a sounder and more enduring basis. Closing Quote
- Thomas Rowe Price


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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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