Our clients always come first

Fundamental research is vital

Collaboration drives deeper insights

Experienced managers ensure a long‐term approach

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Why today’s investors can still rely on our founding principles

At T. Rowe Price, we have one business—investments.

And we have one purpose—to help our clients create more secure financial futures.

We are an independent, global investment management firm, offering a full range of equity, fixed income, and asset allocation strategies across multiple sectors, styles, and regions.

We have been serving investors since 1937. However, the fundamental principles upon which Thomas Rowe Price, Jr., founded the company remain as relevant today as they have ever been.

First and foremost, we put our clients first. We believe that the firm’s success follows from the success of our clients.

Today, clients all over the world rely on our steadfast principles and disciplined investment approach to remain confident in their investments.

Opening Quote The most important asset we can have is good will, which is so difficult to build up and so easy to lose…The personnel of this team must be highly conscious of their obligations to clients. They must possess a sincere desire to produce good results and obtain the public’s good will. Closing Quote
- Thomas Rowe Price
Opening Quote If you want to have an understanding of any business, it is important to know the background of the people who started it and directed its past and the hopes and ambitions of those planning its future. Closing Quote
- Thomas Rowe Price

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 to identify promising investment opportunities—and those to be avoided.

To select the best opportunities, we actively test and challenge our own opinions. For instance, selecting a corporate bond requires meeting with management teams to directly discuss their marketing strategies, company dynamics, and competitive landscape. We use these face-to-face meetings to challenge our own preconceptions and those of the management team—an approach that often results in a penetrating dialogue with revealing insights.

Combined with a thorough macro-understanding, our bottom-up approach forms the foundation for thousands of investment decisions every year, helping to ensure that we are well positioned to understand the true value and possible risks for our clients.

Opening Quote We do not expect all members of this team to be alike in their abilities. We expect and want different opinions. We like individuals who are broad-minded enough to respect the other person’s point of view. Closing Quote
- Thomas Rowe Price

Diverse thinking and healthy debate are deeply ingrained into our investment culture. We believe looking at investment opportunities from multiple perspectives is the most reliable way to reveal its true potential.

Our collaborative culture ensures that views are frequently shared between experts from diverse disciplines and with each fund manager. We also contrast and compare their opinions with information gathered on the ground and with macro-level views.

In addition, the company evaluates analysts not only by the performance of their recommendations but also by their ability to communicate and share ideas with their colleagues.

Overall, we believe that our culture of collaboration enhances our ability to identify opportunities others might overlook and generate solid, long-term results for our clients.

The principles of Thomas Rowe Price, Jr., are every bit as relevant today as they were when the company was founded. His belief in the value of a long-term approach, even to the detriment of short-term gain, has helped our clients weather many storms over the years.

The average tenure of portfolio managers is a remarkable 16 years. This means that we have knowledge of multiple market cycles and can bring significant experience to bear on every investment decision.

As an investment manager, we have a solid balance sheet with zero long-term debt. This stability helps us to operate with a long-term view and to continually reinvest in our business and investment capabilities so that we can better serve our clients.

Opening Quote I set up the firm because I believed that if I worked conscientiously for my clients and succeeded in doing a good job for them, my compensation would follow and be on a sounder and more enduring basis. Closing Quote
- Thomas Rowe Price
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