了解普徠仕的管治原則,如何引領我們為客戶及社區創造價值。
我們藉著獨立的思維,並以主動及嚴謹的投資策略,洞悉市場風險與機遇,為客戶提供精闢見解及投資優勢。
我們定期與所投資公司的管理團隊會面:包括實地考察、面談和線上討論,以及參與有關行業及投資會議。因此,讓我們對所投資公司有更深入的了解,並可為客戶提供適時投資見解,締造理想的長線回報。
憑藉卓越的投資策略和管理資產規模,我們成為全球25大資產投資公司之一2。
我們的基金經理曾經歷過不少嚴峻的投資環境,就如:科網泡沫、全球金融危機和新冠疫情等,憑藉豐富的經驗為普徠仕帶來優勢,在現任基金經理當中,有57%在全球金融危機期間已於普徠仕擔任投資職務。
僅提供英文版本
Imagine that your disease is going to kill you in less than a year, but a company develops a way to genetically engineer your own blood and your own immune cells to actually recognize the cancer and attack it. Instead of poisoning the cancer cells with toxic chemicals that wreak havoc on the immune system, you tweak the patient’s blood and let the body’s natural immune defense take care of the rest. After medical school in the UK, I worked as an emergency room doctor. What drew me to capital allocation in health sciences was the potential to help many people for years to come through investments that help fund medical innovation. My team and I often choose to invest at the very early stages of human trials, and sometimes when it’s just a concept. It’s exciting to see innovations shift from concept to reality. The human body is made up of proteins. Any disease caused by too much of a bad protein can be controlled or cured by blocking protein production at the cellular level. It’s a priority of mine to go out into the field so I can see firsthand if this is something real. Making the right investment decision is important not only for our investors but for mankind in general—because today’s treatment, which took years to develop, can have long-term future benefits for generations to come. Investing lets me use everything I’ve learned as a doctor, to help make a positive impact on the world. So that’s why I go beyond the numbers.
Risks: All investments are subject to risks, including the possible loss of principal. Health Science stocks face special risks, including adverse legal or regulatory developments, patent expirations, market competition, and rapidly changing industry dynamics .
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我們致力為客戶創造佳績,因此我們抱持長線觀點,在任何市況下,旨在為投資者追求卓越的投資表現。
我們堅守原則,致力為客戶創造佳績,因此在任何市場環境下,都聚焦於持續的長線投資成果,助您實現投資目標。
Thomas Rowe Price, Jr. 於1937年創立普徠仕以來,永遠將客戶利益放在首位,誠信是我們最重要的公司原則。
我們基金經理的平均行業經驗為23年,留任率達97%。我們的豐富知識和經驗為客戶注入信心。
我們與客戶建立深厚的夥伴關係,透過了解客戶需要,提供適時可行的見解和投資方案,協助他們駕馭萬變投資世界,實現理想成果。
我們的員工重視與社區合作的機會,致力回饋社區。他們的貢獻包括:在全球參與28,700個小時義務工作、368名員工擔任非牟利組織的董事會職務,以及向社區作出2,440萬美元的捐款。
我們放眼未來,預測當今投資者的新需求。
2021年,我們收購了Oak Hill Advisors (OHA),加快我們拓展另類信貸市場的步伐。此舉反映出我們在提升實力,為客戶創造價值方面採取深思熟慮的策略。
2020年,我們推出了首批股票產品,成為主動型管理交易所買賣基金的早期供應商。我們不斷擴大產品範圍,以滿足客戶需要,現時提供一系列股票和固定收益策略。3
3 交易所買賣基金由 T. Rowe Price Investment Services, Inc. 經紀自營商交付。
我們在紐約市開設科技發展中心(TDC),吸納在大數據、機器學習和預測分析方面擁有專長的世界級人才,為我們的投資專家利用數據發掘洞見。
作為目標日期投資的先驅,我們推出首批目標日期投資方案;20年後的今天,我們仍不斷改善產品,以維持業界領先地位。
在MSCI新興市場指數推出超過15年前,我們已開始投資於新興市場。五年後,我們在1990年推出首項專屬新興市場策略。
在羅素2000指數成立之前,普徠仕已向客戶展示其小型股投資實力。普徠仕利用量化分析,專注研究高速增長的小型企業。
我們的創辦人在早期已著重物色長期盈利潛力優厚的企業,推動我們創立首隻美國增長股基金之一。
Thomas Rowe Price, Jr.致力創立一家「以最高誠信及最佳投資理念稱譽」的企業。我們不向客戶收取投資佣金,而是根據資產價值收取費用,這種方法確保我們將客戶利益放於首位。
(除另有說明外,所有數據均截至 2022 年 12 月 31 日。公司的管理資產規模包括T. Rowe Price Associates, Inc. 及其投資附屬公司的資產。所有金額均以美元顯示。)
1數據截至2025年3月31日,或會有調整。
2以總資產管理規模排名的頂級資產管理公司數據截至2023 年3 月31 日,由ADV Ratings 提供 (https://www.advratings.com/top-asset-management-firms) 。 資料來源:T. Rowe Price 2023 年4 月新聞稿。