Forward looking research is at the heart of everything we do and how we do it.
Proprietary fundamental research is core to our ability to consistently identify sound, long-term investments. This entails rigorous analysis at the regional, sector, industry and company level.
Combined with a thorough macro-understanding of markets and sectors, our ‘bottom-up’ approach forms the foundation for thousands of investment decisions enabling us to understand the true value and possible risks for our clients.
It informs our decision-making
It ensures we are all focused in the same direction
It drives our business culture of collaboration to achieve best outcomes
Being an analyst here is a high profile career – it’s not seen as a stepping stone to becoming a portfolio manager. This is important as it encourages specialism, loyalty and longevity.
Many of us joined early in our careers. We’re motivated to train up and make a career as an analyst here.
We are often the biggest active shareholder in many of the companies we own.
It’s a high profile career to be an analyst here.
We’re immersed in the industries we cover.
We do joint research meetings and trips across equity and fixed income, giving us different perspectives on companies and industries.
We’re rewarded on long-term impact of our recommendations on client portfolios.
We’re spread around the world in 9 different offices. We have deep local knowledge in all the major markets, and close relationships with local companies.
We have a strong record of anticipating major market events before they happen.
All our clients benefit from our global analyst teams working tirelessly to generate a 360 degree view of all investments. We believe this is a critical factor in providing the best outcomes for investors. Our teams work together, travel together and share insights at the regional, sector, industry and company level. This collaborative analysis from multi-disciplinary and diverse teams breeds more reliable decision-making and helps us really understand opportunity and risk.
Investment professionals*
Research offices worldwide
In-house bottom-up research analysts*
* All figures as at 31 March 2019
Collaboration helps us spot connections others miss
Diverse thinking and healthy debate are deeply ingrained into the T. Rowe Price culture. We believe looking at investment opportunities from multiple perspectives is the most reliable way to reveal their true potential.
Our collaborative culture ensures that views are constantly shared between experts from diverse disciplines, and with each fund manager. Macro-level views are contrasted with information gathered on the ground. In fact, our equity and credit analysts often travel together to visit the management of jointly-covered companies to share each others’ insight and understanding.
Strategic Investing
To deliver results we don’t stop at surface-level analysis. Instead, we go beyond the numbers.
The breadth and scale of our research capabilities enables rigorous analysis across an array of countries, sectors, and specialisms. Combined with our culture of diverse thinking and constant debate, this conviction-led approach informs better decision-making.
We call this strategic investing, and since 1937 it’s helped inform better decision-making and prudent risk management for clients through all market cycles.
Today, is no time to be on autopilot. Nor is it time to invest on yesterday's news.
We believe in a investment approach that is forward looking and based on deep insights in the real world, one based on in-depth research in order to benefit from change.
The power of change Value of $1 invested at Amazon.com's IPO date (15 May 1997 - 31 March 2019)
Example: In consumer discretionaries, a $1 investment in Amazon at its IPO in 1997 (which we did buy) is now worth $909. That same dollar invested in Macy’s would now be worth just $2.
Past performance is not a reliable indicator of future results. Source: Copyright © 2018 FactSet Research Systems Inc. All rights reserved. The specific securities identified and described above do not necessarily represent securities purchased or sold by T. Rowe Price. This information is not intended to be a recommendation to take any particular action and is subject to change. No assumptions should be made that the securities identified and discussed above were or will be profitable.