CINXE.COM
Equity | T. Rowe Price
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<div class="page-wrapper"> <div class="breadcrumbs parbase"><a href="/institutional/global/en/home.html">Home</a> / <a href="/institutional/global/en/capabilities.html">Capabilities</a> / <span class="current-page">Equities</span> </div> </div> </div> <!-- Page template name is being used as css class for the main tag. If it is changed in the future, the change should be made here too --> <main class="capabilities-detail"> <div class="page-wrapper"> <div class="promotional-par parsys"> </div> </div><div class="banner parbase"><div class="hero-banner no-image" > <div class="banner-background-image" data-picture data-alt='About Us'> <div data-src='' data-media="(min-width: 1px)"></div> <div data-src='' data-media="(min-width: 768px)"></div> <noscript> <img src='' alt='About Us'> </noscript> </div> <div class="banner-copy-section"> <div class="banner-copy"> <div class="banner-head-line line"> Equity</div> <div style="clear:both;"></div> <div class="banner-section"> <div class="section-parent"> <div class="banner-paragraph"> <p>T. Rowe Price has over 86+ years of equity investment experience and has helped institutions pursue their equity investing goals since 1950. Our diverse capabilities and rigorous process have produced strong performance. We manage over EUR €673.1 billion in equity assets as of 31 December 2023.</p> </div> <div class="banner-hero"> <div class="banner-data-column"> <span class="banner-value">489</span> <span class="banner-label">Equity professionals</span> </div> <div class="banner-data-column"> <span class="banner-value">86+ YEARS</span> <span class="banner-label">Equity experience</span> </div> </div> </div> </div> </div> </div> </div></div> <div class="capabilities-bands parsys"><div class="tab-control-with-anchor tab-control parbase section"><!-- Tab Control --> <nav class="header-tab tabgroup-tab" data-tab-group="tabgroup"> <ul> <li class="selected"><a id="overview" data-tab-index="0" class="overview-section" data-tab-show="tabgroup-overview">Overview</a></li> <li ><a id="our-investment-process" data-tab-index="1" class="our-investment-process-section" data-tab-show="tabgroup-our-investment-process">Our Investment process</a></li> <li ><a id="investment-offerings" data-tab-index="2" class="investment-offerings-section" data-tab-show="tabgroup-investment-offerings">Investment Offerings</a></li> <li ><a id="resources" data-tab-index="3" class="resources-section" data-tab-show="tabgroup-resources">Resources</a></li> </ul> </nav> </div> <div class="band-component parbase section"><div class="whiteBg space " > <div class="page-wrapper parsys"><div class="anchor parbase section"><a href="#overview-section" id="overview-section" class="section-top-divider"></a> <div class="capabilities-section-heading">overview</div></div> <div class="overview parbase section"><!-- sn-overview component markup starts --> <div id="5e346668-cb6f-4743-aa7d-349a89f7de6f" class="sn-overview js-sn-overview-1"></div> <script id="ab71e209-0a8b-4ba3-8665-f308e7b89e18" type="text/x-handlebars-template"> <div class="sn-overview__wrapper sn-overview__wrapper--desktop"> <div class="sn-overview__row"> {{#each overviewItems}} <div class="sn-overview__item"> <div class="sn-overview__item__content"> <div class="sn-overview__text-item"> <h2 class="sn-overview__text-item__title">{{textItem.title}}</h2> <p class="sn-overview__text-item__text">{{textItem.desc}}</p> </div> </div> </div> {{/each}} </div> <div class="sn-overview__row-container sn-overview__row-container--grey"> <div class="sn-overview__row footer-sn-overview__row"> {{#each overviewItems}} <div class="sn-overview__item"> <div class="sn-overview__item__content"> <div class="sn-overview__figure-item"> <h2 class="sn-overview__figure-item__title"> {{{figureItem.title}}} </h2> <figure class="sn-overview__figure-item__figure"> <img class="sn-overview__figure-item__image" src="{{figureItem.imagePath}}" alt="{{figureItem.desc}}"> </figure> </div> </div> </div> {{/each}} </div> <div class="sn-overview__row footer-sn-overview__row sn-overview__row--border"> {{#each overviewItems}} {{#if footNoteItem}} <div class="sn-overview__footnote"> <h3 class="sn-overview__footnote__title"> {{footNoteItem.title}} </h3> <p class="sn-overview__footnote__desc">{{{footNoteItem.desc}}}</p> </div> {{/if}} {{/each}} </div> </div> </div> <div class="sn-overview__wrapper sn-overview__wrapper--mobile"> {{#each overviewItems}} <div class="sn-overview__col"> <div class="sn-overview__item"> <div class="sn-overview__item__content"> <div class="sn-overview__text-item"> <h2 class="sn-overview__text-item__title">{{textItem.title}}</h2> <p class="sn-overview__text-item__text">{{textItem.desc}}</p> </div> </div> <div class="sn-overview__item"> <div class="sn-overview__item__content"> <div class="sn-overview__figure-item"> <h2 class="sn-overview__figure-item__title"> {{{figureItem.title}}} </h2> <figure class="sn-overview__figure-item__figure"> <img class="sn-overview__figure-item__image" src="{{figureItem.imagePath}}" alt={{figureItem.imageDesc}}> </figure> </div> </div> </div> {{#if footNoteItem}} <div class="sn-overview__footnote"> <h3 class="sn-overview__footnote__title"> {{footNoteItem.title}} </h3> <p class="sn-overview__footnote__desc">{{{footNoteItem.desc}}}</p> </div> {{/if}} </div> </div> {{/each}} </div> </script> <script> // component plugin setup //document.addEventListener("DOMContentLoaded", function(event) { $(document).ready(function(event){ var templateContent = {"overviewItems":[{"textItem":{"text":null,"title":"Global Scale and Talent","desc":"We have decades of investment experience across global developed and emerging markets, with 489 investment professionals on the ground in the US, Europe, and Asia. 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class="investment-offerings-links-container"> <a href="/institutional/global/en/products/strategy.html?assetClass=Equity®ion=Global" class="investment-offerings-links three-columns"> Global<span class="fa fa-angle-right"></span> </a> <a href="/institutional/global/en/products/strategy.html?assetClass=Equity®ion=Europe" class="investment-offerings-links three-columns"> Europe<span class="fa fa-angle-right"></span> </a> <a href="/institutional/global/en/products/strategy.html?assetClass=Equity®ion=Asia-Pacific" class="investment-offerings-links three-columns"> Asia Pacific<span class="fa fa-angle-right"></span> </a> <a href="/institutional/global/en/products/strategy.html?assetClass=Equity®ion=Emerging%20Markets" class="investment-offerings-links three-columns"> Emerging Mkts<span class="fa fa-angle-right"></span> </a> <a href="/institutional/global/en/products/strategy.html?assetClass=Equity®ion=United%20States" class="investment-offerings-links three-columns"> US<span class="fa fa-angle-right"></span> </a> </div> </div></div> </div> </div> <div style="clear:both"></div> </div> <div class="band-component parbase section"><div class="darkBg space border-bottom" > <div class="page-wrapper parsys"><div class="circle-graph parbase section"><h2 class="sn-circle-graph__title">Equity Strategies*</h2> <p class="sn-circle-graph__desc">€673.1 billion in Equity AUM as of 31 December 2023</p> <div id="951f03c4-10bb-4137-a990-bcac0a710517" class="circle-graph-container sn-circle-graph sn-circle-graph--grey"></div> <footer>*List is not inclusive of all strategies available</footer> <script id="sn-circle-graph-template" type="text/x-handlebars-template"> <div class="sn-circle-graph__wrapper sn-circle-graph__wrapper--desktop"> <div class="sn-circle-graph__row sn-circle-graph__row--grey"> <div class="sn-circle-graph__graph" > <div class="sn-circle-graph__content-container"> {{#each circles}} <div class="sn-circle-graph__content" data-index="{{@index}}" style="border-top: 20px 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class="paragraph-with-heading parbase"><div class="grey-paragraph-background"><h4 class="dark">Customized solution capabilities</h4> <p>Our investment process offers flexibility to incorporate a wide range of strategy designs as well as customized benchmarks. Examples of customized solutions we have designed to address specific investment objectives include:</p> </div></div> <div class="column-container "> <div class="column-1 customized-column parsys"><div class="solutions parbase section"><ul class="customized-solution-column-list"> <li><h5>Optimization for Institutional Investor (US)</h5><img alt="flag" src="/content/dam/ide/flags/flags-64/United-States.png" class="customized-solution-flag"/></li> <li>Iterative Process</li> <li>Separate analyses for U.S, Non-U.S, Developed, Global, and Emerging Market/Frontier</li> <li>Optimization performed with and without client constraints</li> </ul></div> </div> <div class="column-2 customized-column parsys"><div class="solutions parbase section"><ul class="customized-solution-column-list"> <li><h5>Tactically Managed Large Cap strategy (US)</h5><img alt="flag" src="/content/dam/ide/flags/flags-64/United-States.png" class="customized-solution-flag"/></li> <li>Allocation across value and growth sub-strategies</li> <li>Leverages tactical views employed across asset allocation strategies</li> <li>Integrates best thinking from security and style perspectives</li> </ul></div> </div> </div> </div> <div style="clear:both"></div> </div> </div> </div> <div style="clear:both"></div> </div> <div class="content-reference parbase section"></div> <div class="content-reference parbase section"></div> <div class="band-component parbase section"><div class="whiteBg space " > <div class="page-wrapper parsys"><div class="anchor parbase section"><a href="#resources-section" id="resources-section" class="section-top-divider"></a> <div class="capabilities-section-heading">resources section</div></div> <div class="tabs parbase section"><!-- sn-tabs component markup starts --> <div class="tabs-paragraph paragraph-with-heading parbase"><div class="white-paragraph-background"><h4 class="dark">Dedicated Teams Across Major Sectors and Markets</h4> </div></div> <div id="eb6d9ac2-647e-4859-9d14-004b3c898cb8" class="sn-tabs"> <div class="sn-tabs__wrapper sn-tabs__wrapper--desktop"> <div class="sn-tabs__row"> <nav class="sn-tabs__tab-nav"> <button class="sn-tabs__btn js-sn-tabs__btn" data-index="0">Teams</button> <button class="sn-tabs__btn js-sn-tabs__btn" data-index="1">Talent</button> </nav> <h3 class="sn-tabs__title sn-tabs__title--mobile">Teams</h3> <!-- add component related to tab nr 0 inside this element --> <section class="sn-tabs__content" data-index="0"> <div class="teams teams-map parbase"><!-- sn-teams-map component markup starts --> <div id="ec9499c9-1153-46b7-a3f4-2e4079c60303" class="sn-teams-map"></div> <script id="sn-teams-map-template" type="text/x-handlebars-template"> <div class="sn-teams-map__wrapper sn-teams-map__wrapper--desktop"> <div class="sn-teams-map__row"> <div class="sn-teams-map__map-wrapper"> <div class="sn-teams-map__map js-sn-teams-map__map" style="background-image:url(/etc.clientlibs/gdx/clientlibs/base/resources/images/capabilities/map.svg)"> {{#each mapMarkers}} <div class="sn-teams-map__map__marker sn-teams-map__map__marker--{{@index}}" style="background-image: url(/etc.clientlibs/gdx/clientlibs/base/resources/images/capabilities/icon-default.svg); 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Rowe Price","color":"#05C3DE"}]},{"name":"Equity Investment Analysts","talentItems":[{"years":"8","yearsText":"yrs","desc":"Average investment experience","color":"#054C70"},{"years":"4","yearsText":"yrs","desc":"Average tenure with<br>T. Rowe Price","color":"#05C3DE"}]}]};; // default usage window.talentComponent = $('#69b51999-736d-49ba-87c2-96e79c2c8594.sn-talent-graph').snTalentComponent({ templateContent: templateContent }).data('nComponent'); /* // advanced usage // attach the component plugin to an element window.talentComponent = $('.sn-talent-graph').snTalentComponent({ autoAnimateIn: false, templateContent: templateContent }).data('snTalentComponent'); if (window.talentComponent) { setTimeout(function() { // animate in overviewComponent component later or on scroll event window.talentComponent.animateIn(); }, 1000); // remove component & component event handlers // window.talentComponent.destroy(); } */ }); </script> <!-- sn-talent-graph component markup ends --></div> </section> </div> </div> </div> <script> $(document).ready(function(event){ // default usage window.snTabsComponent = $('#eb6d9ac2-647e-4859-9d14-004b3c898cb8.sn-tabs').snTabs() .data('snTabs'); }); </script> <!-- sn-tabs component markup ends --> </div> <div class="content-reference parbase section"><div class="footnote-item"> <div class="content-only base-page page basicpage"><div class="content-only-par parsys"><div class="paragraph parbase section"><div class="grey-paragraph-background"><p>All data as of 31 March 2024, unless otherwise stated.</p> </div></div> </div> </div> </div> </div> <div class="content-reference parbase section"><div class="footnote-item"> <div class="content-only base-page page basicpage"><div class="content-only-par parsys"><div class="paragraph parbase section"><p>The total strategy assets includes assets managed by T. Rowe Price Associates, Inc. and its relevant investment advisory affiliates.<br> </p> </div> </div> </div> </div> </div> </div> </div> <div style="clear:both"></div> </div> </div> <div class="tiles-container parsys"> </div> <!-- .tiles-container --> <div class="page-wrapper"> <div class="disclosure-par parsys"> </div> </div> </main> <div class="cmp-experiencefragment cmp-experiencefragment--footer"> <link rel="stylesheet" href="/etc.clientlibs/iid/components/structure/footer/v1/clientlib.7449660549278bd18c66f4d0305f36ab.css" type="text/css"/> <script src="/etc.clientlibs/iid/components/structure/footer/v1/clientlib.57ce18a6414bc13ecbadb6e1537eba78.js"></script> <footer class="beacon-theme-modern-outlook beacon-on-darker" data-metrics-location="FTR"> <iid-aem-beacon-footer defer-until="defined visible"> <div slot="trademark">Invest With Confidence<sup>®</sup></div> <div slot="mission" class="b-flow-space"> We’re driven by our purpose: To identify and actively invest in opportunities to help people thrive in an evolving world </div> <iid-aem-beacon-navigation-footer slot="links" defer-until="defined visible"> <h3 slot="title"></h3> <ul> <li> <a href="/enterprise/legal/privacy-notices/emea.html" target="_blank">EMEA Privacy Notice</a> </li> <li> <a href="/enterprise/legal/cookie-policy/en.html" target="_blank">Cookie Policy</a> </li> <li> <a href="/institutional/global/en/site-content/footer/legal-information.html" target="_self">Legal Information</a> </li> <li> <a href="https://www.troweprice.com/en/accessibility.html" target="_blank">Accessibility Statement</a> </li> </ul> </iid-aem-beacon-navigation-footer> <iid-aem-beacon-navigation-footer slot="links" defer-until="defined visible"> <h3 slot="title"></h3> <ul> <li> <a href="https://www.troweprice.com/corporate/global/en/careers.html" target="_self">Careers</a> </li> <li> <a href="https://www.troweprice.com/content/dam/ide/footer/Company_Overview_EURO.pdf" target="_self">Company Overview</a> </li> <li> <a href="https://www.troweprice.com/corporate/global/en/what-sets-us-apart/corporate-responsibility.html" target="_self">Responsibility</a> </li> <li> <a href="/institutional/global/en/site-content/footer/site-map.html" target="_self">Site Map</a> </li> </ul> </iid-aem-beacon-navigation-footer> <iid-aem-beacon-navigation-footer slot="links" defer-until="defined visible"> <h3 slot="title"></h3> <ul> <li> <a href="/institutional/global/en/about/shareholder-notices.html" target="_self">Shareholder Notices and other Announcements</a> </li> <li> <a href="https://www.troweprice.com/content/dam/tpd/legal-documents/summary_of_investor_rights.pdf" target="_blank">Summary of T. 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</label> </div> </td> <td class="watchdata alignment"> {{#if regularEmailUpdates}} <input type="checkbox" name="notify" class="subscription-notification blocked_data" id="{{contentId}}_ContentEmailNotification" data-originalState="checked" checked="checked"> {{else}} <input type="checkbox" name="notify" class="subscription-notification blocked_data" id="{{contentId}}_ContentEmailNotification" data-originalState="unchecked"> {{/if}} </td> <td class="watchdata" style="text-align:center;"> </td> <td class="watchdata alignment"> </td> </tr> {{/each}} </tbody> </table> {{/if}} </script><div class="overlay-container fund-range-documents-overlay" data-metrics-location="PU"> <em class="fa fa-times cancel" data-overlay-type="close-fund-range-documents-overlay"></em> <div class="fundrange_error error alert-container" style="display:none;"> No document available</div> <div class="fund-range-documents-overlay-error-container"></div> </div> <div class="overlay-container gips-overlay" data-metrics-location="PU"> <em class="fa fa-times cancel" data-overlay-type="close-gips-overlay"></em> <h4>GIPS<sup>®</sup> Information</h4> <!-- Disclaimer with code: SEP-GIPS --> <div data-disclaimer-code="SEP-GIPS"> <p>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 27-year period ended June 30, 2023, 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.</p> <p>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.</p> <p>A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are <a adhocenable="false" href="mailto:institutional@troweprice.com" target="_blank">available upon request</a>. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is <a adhocenable="false" href="mailto:institutional@troweprice.com" target="_blank">available upon request</a>. </p> </div> </div> <div id="-otherliterature-overlay" class="overlay-container otherliterature-overlay" data-metrics-location="PU"> <em class="fa fa-times cancel" data-overlay-type="close-otherliterature-overlay"></em> <h4>Other Literature</h4> <ul> </ul> </div> <div id="legalPop" class="legalContainerBackground status-overlay-background overlay-background"></div> <div class="overlay-container product-on-off" data-metrics-location="PU"> <div id = "success-case"> <i class="fa fa-times close-status-overlay"></i> <div class="alert-container registration-status-message"></div> <h4>You have successfully subscribed.</h4> <div> <span class="sub-heading">Notify me by email when</span> </div> <div class="fund-on-off"> <span id="regularemailcontainer"> <input type="checkbox" data-cb="ProductEmailNotification" checked class="on-off-overlay-checkbox blocked_data"> </span> <span class="subtitle2">regular data and commentary is available</span><br> <span id="exceptionalemailcontainer"> <input type="checkbox" data-cb="ProductExpEmailNotification" checked class="on-off-overlay-checkbox blocked_data"> </span> <span class="subtitle2">exceptional commentary is available</span> </div> <div class="collection-on-off"> <span id="contentregularemailcontainer"> <input type="checkbox" data-cb="ContentEmailNotification" checked class="on-off-overlay-checkbox blocked_data"> </span> <span class="subtitle2">new articles become available</span> </div> <div class="registration-resend-fail"></div> <div class="button-control"> <button onclick="void(0)" class="productOnOff-ok button superslim nohover tertiary" >OK</button> </div> </div> <div id = "fail-case"> <i class="fa fa-times cancel"></i> <h4>Thank you for your continued interest</h4> <div id="subscription-error" class="alert-container error"></div> </div> </div> <div class="inactive-message-copy hidden"> <b>Registration incomplete.</b> <div class="note">Please reference the email we sent you and click the link to confirm. 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