Europe ex-UK Equity Strategy Composite | T. Rowe Price

Contact Us

All Products Documents

Strategy

Investment Approach

Fundamental research is critical to successfully identify and asses long-term investment opportunities. The portfolio benefits from our considerable equity research resources with over 20 European analysts seeking insights into the industries and companies that they cover.
We look to discover quality businesses that will benefit from change, either as a result of being on what we believe to be the "right side" of change, or from idiosyncratic change, and where we have an insight on key long-term drivers for the stock.
Valuation needs to present an attractive risk/reward profile, and we follow this overall approach across the market cycle and across style and market cap boundaries.
ESG considerations are embedded across our investment process, particularly as they can be a key indicator of the durability of a business and a source of change across many industries.
Risk management is integral to the portfolio construction process, and the portfolio benefits from close collaboration with our Risk, Quantitative and ESG teams as well as other investment personnel.

Portfolio Construction

Typically 40-70 stocks
Individual position size up to 4.0% relative to the benchmark
Sector ranges: typically +/-10% relative to benchmark
Country ranges: typically +/-10% relative to benchmark
Cash target range: fully invested, typically less than 5.0%
Turnover range: 30-60%

Past performance is not a reliable indicator of future performance.

Open

Audience for the document: Share Class: Language of the document:

Download

Share Class: Language of the document:

Download Cancel

Once registered, you'll be able to start subscribing.

Email address
First name
Last name
Company name

By clicking the Continue button, I acknowledge that I have read and accepted the Privacy Notice

Continue Back

Change Details

If you need to change your email address please contact us.

Subscriptions

OK

You are ready to start subscribing.

Get started by going to our products or insights section to follow what you're interested in.

Products Insights

All Strategy Highlights

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.

Other Literature

You have successfully subscribed.

Notify me by email when

regular data and commentary is available
exceptional commentary is available

new articles become available

Thank you for your continued interest