International Disciplined Equity Strategy Composite | T. Rowe Price

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Strategy

Investment Approach

Seeks long-term capital appreciation with a strong focus on risk management by investing in non-U.S. companies in developed and, to a lesser extent, emerging markets
Leverages T. Rowe Prices worldwide research platform together with insights from the firm’s sector and regional portfolio managers
Diversified portfolio focused on identifying mis-priced, quality stocks, underpinned by strong risk management
Close attention is given to diversification across regions, sectors and factor risks
Targets attractive opportunities irrespective of growth or value style or market capitalization

Portfolio Construction

Portfolio manager has full discretion in portfolio construction.
Individual position sizes are determined by each company’s individual risk/reward profile.
A rigorous, active risk-control process is used to eliminate unintended positions.
Typical sector and country weights within +/- 15% of benchmark.
Final construction results in a portfolio with 60-70 stocks.

Past performance is not a reliable indicator of future performance.

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GIPS^® Information

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.

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.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request.

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