Equity Capabilities

Always on, because the world never stays still

Markets are constantly changing, so we have built an equity investment ecosystem that’s designed to evolve with them. Our broad range of equity products are driven by teams of experts applying their individual intellect while leveraging the collective wisdom of our global investment teams.

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At a Glance

85+

years managing equity assets

475+

equity investment professionals

$810.3B

USD of equity AUM*

Our equity investment ecosystem is alive to give us a holistic view of the investible universe.

Our focus on knowledge, talent, and culture aims to give our clients the best opportunity to meet their goals.

Seeing more to know more

We believe our advantage is fueled by our ability to derive, decipher, and process a deeper world of information. This gives us the potential to collect more pieces of the investment puzzle and the knowledge that comes with them—for a more complete picture of a company’s future and the potential for better outcomes for our clients.

A universe of talent, powering us forward

We believe investment ideas can come from anywhere. What drives us is a universe of talent, not individual stars. Each associate’s expertise plays a critical role in understanding what matters most to discern signal from noise and to develop insights that have the potential to benefit our clients’ portfolios.

Together, we are better

We believe working together makes us better and creates a culture of compounding knowledge and shared success. Our real-time marketplace of ideas helps us bring one another to the right answer, creating an environment that is greater than the sum of its parts and the potential to generate a world of greater opportunity for our clients.

Our thoughts on the issues that matter to you.

To identify actionable insights, our research across market caps, industries, and local markets never stops—building a real understanding of how companies and economies operate.

Jul 2024 Manager Perspectives

Active investing is suited to the uncertain markets ahead

Passive investing has enjoyed a long period of growth, but changing market conditions will increasingly require more active investment strategies.

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Jun 2024 Regional Thoughts

China’s economy enters a new cycle—unveiling fresh opportunities

We believe positive changes are happening within many excellent Chinese companies.

May 2024 Sector Views

What factors are driving U.S. exceptionalism, and will they last?

U.S. economic growth has outperformed and inflation has been stickier than that of other developed markets, leading to divergent monetary policy expectations.

Our equity strategies outperformed 79% of the time.

Ten-year periods, rolling monthly, over the last 20 years ended 31/12/23.

T. Rowe Price equity strategies delivered higher average annualised returns than their benchmarks over time. And they showed better results in the vast majority of rolling monthly periods over a 20-year span.

That’s the result of our rigorous global research and an understanding of regions, sectors, and companies that allowed us to uncover equity investment opportunities with long-term growth potential.

That's the T. Rowe Price difference.

View important information

Past performance is not an indicator of future performance.

^{Analysis by T. Rowe Price. Represents a comparison of all marketable institutional equity composites compared with the official composite primary benchmark assigned to each. Excludes index/passive composites. In order to avoid double-counting in the analysis, specialised composites viewed as substantially similar to strategies already included (e.g., constrained strategies, ex-single country excluded strategies, etc.) are also excluded. Composite net returns are calculated using the highest applicable separate account fee schedule for institutional clients. All figures in USD. The performance of each T. Rowe Price composite was compared against its official composite primary benchmark using 10-year rolling monthly periods from 1/1/04 to 31/12/23. For more information on the methodology of this analysis, please see Comparing T. Rowe Price Composites with Their Benchmarks, which is available upon request.}

^{Analysis aggregates and averages the performance history of 52 equity composites covering 5,525 rolling 10-year periods (33 U.S. equity composites covering 3,809 periods and 19 international equity composites covering 1,716 periods).}

Our associates use their generational knowledge and deep understanding of the market to recognise patterns and perpetually connect the dots of the financial world.

David J. Eiswert, CFA® Portfolio Manager

David Eiswert is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is the portfolio manager for the Global Focused Growth Equity Strategy, a role he has held since October 1, 2012. Prior to his current role, Mr. Eiswert was the portfolio manager for the Global Technology Strategy from October 2008 until May 2012. He was a technology analyst from 2003 until 2012. Mr. Eiswert is a vice president of T. Rowe Price Group, Inc.

Dominic Rizzo, CFA® Portfolio Manager

Dominic Rizzo is the portfolio manager of the Global Technology Equity Strategy. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.

Taymour Tamaddon, CFA® Portfolio Manager

Taymour Tamaddon is the portfolio manager of the US Large-Cap Growth Equity Strategy in the U.S. Equity Division. He is a vice president and a member of the Investment Advisory Committees for the Health Sciences Equity, Global Growth Equity, US Growth Stock Equity, and Global Focused Growth Equity Strategies. In addition, he is a member of the firm’s Equity Steering Committee. Taymour is an executive vice president of the T. Rowe Price Equity Funds, Inc., and a vice president of the T. Rowe Price International Funds, Inc., and T. Rowe Price Global Funds, Inc. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company.

Alexa M. Gagliardi, CFA® Co-Portfolio Manager

Alexa Gagliardi is the co-portfolio manager of the US, International, and Global Structured Research Equity Strategies in the U.S. Equity Division. She also is a member of the Investment Advisory Committee for the US Structured Research Equity Strategy. Alexa is a vice president of T. Rowe Price Group, Inc.

Experience our original ideas.

Helping to generate outcomes for investor needs

Our portfolio managers leverage the collective wisdom of our investment team and independently apply their bespoke investment framework to help generate specific outcomes. We manage a wide range of equity investment strategies to help achieve a diverse set of goals.

Important Information

All data as of 30 September 2024 unless otherwise stated.

*The total equity assets managed by T. Rowe Price Associates, Inc., and its investment advisory affiliates. Total equity assets include all equity separate accounts and funds along with a portion of certain T. Rowe Price U.S.-registered multi-asset funds as of 30 September 2024.

The above graphic shows a circular chart and bar graph that demonstrate how T. Rowe Price equity strategies at the composite level beat their benchmarks in 79% of periods analysed and delivered an average of 1.39% in additional return over their benchmarks across all periods analysed. Results shown after fees.

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