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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.
At a Glance
years managing equity assets
equity investment professionals
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.
Oct 2024
Manager Perspectives
Key considerations for global equities beyond the U.S. election
Powerful factors provide a relatively positive backdrop for equity markets in 2025.
Dec 2024
Regional Thoughts
China’s policy pivot marks a turning point in the economic cycle
A policy pivot from risk control to growth support suggests a more favorable environment for growth and business.
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.
PODCAST
Revolution to Reality – Exploring the Power of Artificial Intelligence
Revolution to Reality – Exploring the Power of Artificial Intelligence
In the second season of The Angle from T. Rowe Price, we explore the rapid rise of generative artificial intelligence (AI). Does AI represent the monumental change that headlines often indicate, or should we temper expectations? Where are we seeing the initial impacts on industries, and are there hidden risks to monitor? Host Jennifer Martin, portfolio specialist, and guests consider the evolving implications for financial markets and the global economy—including the potential opportunities and pitfalls.
Our equity strategies beat their benchmarks more often—and at a higher level—than other top active managers.
Ten-year periods, rolling monthly, over the last 20 years ended 12/31/24.
These strategies delivered higher average returns than their benchmark over time. This outperformance stemmed from our experience and commitment to rigorous global research, which allowed us to uncover equity investment opportunities with long-term growth potential.
More return. More often.
That's the T. Rowe Price difference.
Past performance is no guarantee of future results.
Our associates use their generational knowledge and deep understanding of the market to recognize 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.
Peter J. Bates, CFA®
Portfolio Manager
Peter Bates is the portfolio manager of the Global Select Equity Strategy (marketed in Australia as Concentrated Global Equity) in the Global Equity Division. He is a member of the Investment Advisory Committees of the Global Focused Growth Equity and Japan Equity Strategies. Peter is a vice president of T. Rowe Price Group, Inc., and an executive vice president of T. Rowe Price International Ltd.
Ernest C. Yeung, CFA®
Portfolio Manager
Ernest Yeung is a portfolio manager for the Emerging Markets Discovery Equity Strategy in the Global Equity Division. He also is a member of the Global Equity Steering Committee. Ernest was the co-portfolio manager for the International Small-Cap Equity Strategies from 2009 to 2014. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Hong Kong Limited.
Ann Holcomb, CFA®
Director of Research
Ann Holcomb is a director of research, North America, in the Global Equity Division. Ann is a member of the Global Equity Steering Committee, and she is co-portfolio manager of the US Structured Research Equity Strategy. She also is cochair of the Investment Advisory Committee of the US Structured Research Equity Strategy. Ann is a vice president of T. Rowe Price Group, Inc.
Experience our original ideas — contact us.
A broad range of solutions designed to help meet your needs.
Our portfolio managers independently apply their bespoke investment frameworks to help generate outcomes for specific client needs. See how these investment products go beyond active investing to help clients thrive in a changing world.
Leveraging our global network of knowledge to stay more alive to new and developing opportunities, wherever they may be.
Global Focused Growth Equity
(also marketed as Global Stock)
Seeks to increase the value of its shares, over the long term, through growth in the value of its investments mainly in a diversified portfolio of shares of companies that have the potential for above-average and sustainable rates of earnings growth.
Global Value Equity
Seeks long-term capital appreciation and reasonable income primarily through investment in companies domiciled in developed countries globally.
Integrated Global Equity
Seeks long-term capital appreciation primarily through investment in a diversified portfolio of companies on the world’s stock markets through the application of quantitative and active management techniques.
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.
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 Associates, Inc., and T. Rowe Price Investment Management, Inc., investment advisers of T. Rowe Price strategies.
Download a mutual fund prospectus; each includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.
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, specialized 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 12/31/24 is shown. All figures in USD. For more information on the methodology of this analysis, please visit troweprice.com/active-performance-study.
Competitor data is sourced from Nasdaq’s eVestment Analytics database, an 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.
Number and Time Periods of Composites
153 funds covering 5,440 rolling 10-year periods.
2328 funds covering 31,586 rolling 10-year periods. The active assets under management (AUM) as of 12/31/24 across all funds considered in the analysis are aggregated and those funds offered at any point in the analysis period by the largest five active fund managers by AUM, identified by Morningstar, other than T. Rowe Price are grouped together here. Source: Morningstar.
33,112 funds covering 257,282 rolling 10-year periods.
Risks: All investments are subject to risk, including the possible loss of principal. Equity security prices can be volatile, which may result in gains or losses.
The above graphic shows a circular chart and bar graph that demonstrate how T. Rowe Price equity strategies beat their benchmarks in 78% of periods analyzed and delivered an average of 1.31% in additional return over their benchmarks across all periods analyzed. Results shown after fees.
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