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United Kingdom
Broad Mandate
- The broad U.S. universe provides access to the best ideas spanning market caps (small, mid, and large) and styles (growth and value).
- We have the flexibility to capitalise on any opportunities presented by the market, and the nimbleness to adjust to changing market conditions in the pursuit of strong relative performance.
Consistent Investment Approach
- We use a defined investment framework based on four pillars for stock selection: quality, expectations, better or worse, and valuation.
- This framework provides a consistent and pragmatic approach to pursuing our highest-conviction ideas.
- Our holistic approach to portfolio construction seeks to balance stock-specific and factor-level risks.
Rigorous Fundamental Research
- Proprietary fundamental research provides a strong foundation for understanding opportunities and risks in a broad investment universe.
- Our global research platform provides the breadth and cross-collaboration needed to uncover opportunities that are attractively priced and fundamentally sound.
Why T. Rowe Price?
What we believe
At T. Rowe Price, we believe that active management can uncover high-conviction ideas; near-term enthusiasm or despair is often overemphasised by the markets. These overreactions can create opportunities to harvest gains. Rapid-moving markets can also create noise.
To find clarity and pursue outperformance, Justin uses the following components from his Four-Pillar Investment Framework to govern the portfolio-construction process.
Quality
- Who will be the winners and losers of macro events?
- What investment style stands to gain from this?
Expectations
- Is our view below, in line with, or above the Street’s view?
- Is the risk/reward profile skewed in our favour?
Better or worse
- Is the business at an inflection point?
- Are impairments temporary?
- Is the industry structure improving?
Valuation
How is a company priced versus:
- Its intrinsic value
- Its own history
- Peers
- The market
US All-Cap Opportunities Equity Fund
All-Cap fund seeking to identify companies we believe offer the highest outperformance probability across a broad investable universe
Risks - The following risks are materially relevant to the fund: Currency risk, Issuer concentration risk, Market risk, Sector concentration risk, Small/mid cap risk, Volatility risk.
Past performance is not a reliable indicator of future performance.
Full details of the fees payable by investors are available within the offering document.
This benchmark is shown for comparison purposes only.
OEIC Inception Date
7 June 2022
Comparator Benchmark
Russell 3000 Index Net 15% Withholding Tax
IA Sector
North America
Portfolio Manager
Justin White
Full details of the fees payable by investors are available within the offering document.
This benchmark is shown for comparison purposes only.
INSIGHTS
Our thoughts on the US
Want to know more? Get in touch.
If you have questions or would like more information about T. Rowe Price please contact us.
020 7002 4372
Important Information
This material is being furnished for general informational and/ or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.
T. Rowe Price Funds OEIC – US All Cap Opportunities Equity Fund The OEIC Funds are sub-funds of the T. Rowe Price Funds OEIC, an investment company with variable capital incorporated in England and Wales which is registered with the UK Financial Conduct Authority and which qualifies as a UCITS. Full details of the objectives, investment policies and risks are located in the prospectus which is available with the key investor information documents in English and in an official language of the jurisdictions in which the Funds are registered for public sale, together with the articles of incorporation and the annual and semi-annual reports (together ‘Fund Documents’). Any decision to invest should be made on the basis of the Fund Documents which are available free of charge from the local representative, local information/paying agent or from authorised distributors and via troweprice.com.
The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources’ accuracy or completeness. There is
no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.
The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request.
It is not intended for distribution to retail investors in any jurisdiction.
UK - This material is issued and approved by T. Rowe Price International Ltd, Warwick Court, 5 Paternoster Square, London EC4M 7DX which is authorised and regulated by the UK Financial Conduct Authority. For Professional Clients only.