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

$829.7B

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.

Jan 2025 Sector Views

Highlights from T. Rowe Price’s annual technology tour

T. Rowe Price investment professionals met with U.S. technology companies in Silicon Valley.

Our equity strategies delivered more return, more often than other top active managers.

Ten-year periods, rolling monthly, over the last 20 years ended 31/12/24.

These strategies delivered higher average returns than their benchmark over time and compared favourably against other active managers.

Results stemmed from a connected, repeatable process focused on one goal—to pursue consistently strong long-term performance for our clients.

That's the T. Rowe Price difference.

View important information

Past performance is no guarantee or a reliable indicator of future results.

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 money market, asset allocation and 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. An aggregated view of 10-year rolling monthly periods net returns from 1/1/05 to 31/12/24 is shown. All figures in USD and may increase or decrease due to currency fluctuations. For more information on the methodology of this analysis, please visit troweprice.com/results.

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 Global Equity Division. He is the portfolio manager for the Global Focused Growth Equity Strategy, a role he has held since October 1, 2012. David is a member of the Global Equity Steering Committee. He also 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 in the Global Equity Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.

Justin P. White, CFA® Portfolio Manager

Justin White is a portfolio manager of the US Multi-Cap Growth Equity Strategy, including the T. Rowe Price All-Cap Opportunities Fund, in the Global Equity Division. He is chairman of the Investment Advisory Committee of the US Multi-Cap Growth Equity Strategy and a member of the Investment Advisory Committees of the US Structured Research Equity, US Growth Stock, US Large-Cap Core Growth Equity, US Mid-Cap Value Equity, and Communications and Technology Equity Strategies. He is a member of the Asset Allocation and Equity Steering Committees. Justin is a vice president of T. Rowe Price Group, Inc.

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 Global 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 December 31 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 December 31 2024.

Number and Time Periods of Composites and Competitive Data

¹52 composites covering 5,553 rolling 10-year periods.

²285 composites covering 27,681 rolling 10-year periods. The assets under management (AUM) as of 31/12/24 across all composites considered in the analysis are aggregated, and those composites offered by the largest 5 firms determined by total AUM, identified via eVestment, other than T. Rowe Price, are grouped together here. Source: Nasdaq’s eVestment Analytics database.

³4,554 composites covering 397,757 rolling 10-year periods. Source: Nasdaq’s eVestment Analytics database.

Competitor data are sourced from Nasdaq’s eVestment Analytics database and calculated on available net performance over manager-selected benchmark figures for comparable products selected based on eVestment Primary Universe and eA Universe Classifications. All equity composites considered except SMA/Wrap – Other, Liquid Real Assets, All Lifestyle/Target Risk Aggressive. Performance information reported by eVestment Alliance is self-reported by contributing firms and is unaudited. Results from other time periods may differ.

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