US Equity Specialists

A heritage of success

Investment expertise and extensive local research in US equities are essential to identifying the companies that will be the long-term winners across a variety of economic environments.

Heritage

Success in US
equities since
1937

Heritage

We have been managing US equity strategies for over 80 years, so you can have confidence that we know our markets.

Access

£652.3 bn GBP1 assets under management in US equities

Access

We are amongst the largest active shareholders in many of the US companies in our portfolios. This provides us with excellent access to management and influence when we engage in the interests of shareholders.

Insights

Breadth and depth of expert research and analysis

Insights

Filtering out the noise, exploiting mispricing and always thinking long-term, our on the ground analysts look to identify forward-looking insights of change in their industries.

Our research edge in US equities

We believe our active, research-intensive approach, our experienced team and our collaborative culture are key to delivering long-term success in US equities.

Local research

Boots on the ground

  • Local analysts immersed in US industries, in close proximity to local companies and markets.
  • Understanding of local dynamics and a physical presence for better interaction and engagement in the processes of innovation and change.

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Global collaboration

Multiple perspectives

  • Global context, to identify trends that innovative companies can benefit from, and potential headwinds too.
  • Looking at investment opportunities from multiple perspectives – the most reliable way to reveal their true potential.
  • Each of our investment decisions is backed by one of the industry’s largest and most experienced buy-side global research platforms, with local analysts in the world’s major economies working in collaboration with our global network of specialists across all industries and major asset classes to find the best investment ideas for our clients.

Our research culture

Going beyond the numbers for investable insights of change

  • Forward-looking analysis identifies progressive companies on the right side of change
  • Validating research through one-to-one meetings and on-site visits is core to our approach

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Our thinking

US Markets Weekly Review T.Rowe Price

The week in review – US financial markets

Read Time: 6 mins download-icon-wht Download article Read Time: 6 mins Economic and political backdrop Last week began on a down note, with the renewed rise in coronavirus cases

Election 2020

Federal Help Wanted: Municipalities Face Fiscal Uncertainties

Read Time: 4 mins Federal Help Wanted: Municipalities Face Fiscal Uncertainties Katie Deal , Washington Analyst,US Equity Division download-icon-wht Download article Read Time: 8 mins US election could impact ailing municipal

Thematic

Fed Moves to Average Inflation Targeting

Read Time: 6 mins Alan Levenson, Ph.D., Chief US EconomistNikolaj Schmidt, Ph.D., Chief International EconomistAdam Marden, Multi‑Asset Investment Analyst download-icon-wht Download article Read Time: 6 mins New policy framework

THE T.ROWE Price approach

Ready for what lies ahead

All figures are as at 30 June 2020 unless stated otherwise.

1 Total US Equity Assets: 652.3 Billion GBP. As of 30 June 2020. US Equity AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates

2 T. Rowe Price Funds OEIC – US Large Cap Growth Equity Fund, T. Rowe Price Funds SICAV – US Large Cap Growth Equity Fund.
3 T. Rowe Price Funds SICAV – US Blue Chip Equity Fund.
4 T. Rowe Price Funds OEIC – US Equity Fund, T. Rowe Price Funds SICAV – US Equity Fund.
5 T. Rowe Price Funds OEIC – US Large Cap Value Equity Fund, T. Rowe Price Funds SICAV – US Large Cap Value Equity Fund.
6 T. Rowe Price Funds OEIC – US Smaller Companies Equity Fund, T. Rowe Price Funds SICAV – US Smaller Companies Equity Fund