T.Rowe Price - Investment Philosophy

Our founder, Thomas Rowe Price, Jr., noted that “change is the investor's only certainty.” At T. Rowe Price, we believe our consistent, client-centered investment philosophy has helped us navigate all kinds of markets.

The core of this philosophy―utilizing proprietary research to guide
active investment selection and diversification to reduce risk―anchors our investment process. Our investment professionals share insights, ideas, and opinions across disciplines and time zones to find the best solutions for our clients in more than 40 countries. For nearly 80 years, this collaborative, disciplined approach has stood the test of time.

T. Rowe Price Talent Growth Despite Volatility

237

INVESTMENT
PROFESSIONALS
WORLDWIDE

496

Investment Professionals Worldwide

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FUNDAMENTAL RESEARCH

Rigorous analysis drives our active investment approach.

Our investment decisions are backed by a powerful buy-side research platform.

Our equity and fixed income professionals around the globe cover a broad range of companies worldwide, from IPOs to market leaders.

We gather reliable information through on-site company visits and conversations with management, suppliers, competitors, distributors, and customers.

Our search for competitive performance carefully balances both risk and reward.

227

IN-HOUSE ANALYSTS
DEDICATED TO
FUNDAMENTAL RESEARCH

2,300

public companies
worldwide covered
by our analysts

COLLABORATION

Working together, experienced investment teams uncover opportunities.

Our culture
encourages a
continuous
exchange of ideas
and information.

Analysts work
closely with each
other and portfolio
managers to
formulate buy
and sell decisions.

Fixed income and equity analysts frequently share ideas and travel together to meet with company management teams.

ACTIVE APPROACH

We’re committed to well-executed
active management for long-term success.

Our disciplined, active approach is based on bottom-up fundamental analysis, careful stock selection, risk awareness, a well-resourced global research platform, and teamwork.

We believe that there will always be an important role for this approach in diversified portfolios that strive for consistent long-term returns.

90%

of U.S.-registered T. Rowe Price mutual funds beat their respective Lipper peer group average for the 10-year period. The performance of the firm’s institutional strategies remains very competitive.

ENVIRONMENTAL, SOCIAL, AND GOVERNANCE APPROACH

Conducting business responsibly.

Learn how we integrate environmental, social, and governance
(ESG) issues into our investment analysis and portfolio construction.

Taking a steady, long-term approach.

Our founder, Thomas Rowe Price, Jr., noted that “change is the investor's only certainty.” At T. Rowe Price, we believe our consistent, client-centered investment philosophy has helped us navigate all kinds of markets.

T. Rowe Price Talent Growth Despite Volatility

FUNDAMENTAL RESEARCH

Rigorous analysis drives our active investment approach.

COLLABORATION

Working together, experienced investment teams uncover opportunities.

ACTIVE APPROACH

We’re committed to well-executed active management for long-term success.

ENVIRONMENTAL, SOCIAL, AND GOVERNANCE APPROACH

Conducting business responsibly.

CORPORATE RESPONSIBILITY

INVESTMENT CAPABILITIES

leadership

Taking a steady,
long-term approach.

We’re committed to well-executed
active management for long-term success.