T. Rowe Price has helped institutions pursue their equity investing goals since 1950. Our diverse capabilities and rigorous process have produced strong performance. We firmly believe the best way to navigate increasingly complex global equity markets is through active management that is rooted in proprietary research of companies, sectors, and countries.
Our experience and approach allowed us to identify potential long-term winners in the U.S. market in a variety of economic environments. This is how our U.S. equity strategies delivered higher average returns than their benchmarks over time.
More return. More often.
That's the T. Rowe Price difference.
Past performance is no guarantee of future results. View Additional Information About Our Active Management Study below.
Access insights from our portfolio managers and industry experts on market trends, investment strategies, and economic factors affecting US equities. Topics include growth and value investing, sector opportunities, and macroeconomic impacts on the US stock market. Access our on-demand library anytime, anywhere, that fits your schedule.
The Analyst Spotlight is a quarterly series that allows you to hear directly from the experts behind our Structured Research Equity strategies. Each quarter, we highlight one of our investment analysts, showcasing their unique perspectives and deep research expertise.
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Insights from our investment team as they go beyond the numbers to uncover new opportunities around the globe.
Insights and analysis on the markets from our team of investment experts.
Additional Information About Our Active Management Study
Past performance is no guarantee 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. An aggregated view of 10-year rolling monthly periods net returns from 1/1/2004 to 12/31/23 is shown. All figures in USD. Competitor data is 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 or Fixed Income 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
133 composites covering 3,809 rolling 10-year periods.
2175 composites covering 17,938 rolling 10-year periods. The assets under management (AUM) as of 12/31/23 across all composites considered in the analysis are aggregated and those composites offered by the largest five firms determined by total AUM, identified via eVestment, other than T. Rowe Price, are grouped together here. Source: Nasdaq’s eVestment Analytics database.
32,338 composites covering 218,624 rolling 10-year periods. Source: Nasdaq’s eVestment Analytics database.
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.
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