Why we have an investment edge
Experienced investors who have navigated their way through many market cycles

Access to a world class platform – our global perspective provides an information advantage

Limited exposure to extreme market movements with a focus on quality companies
High conviction portfolio with over 50% active share1

1 as of 30 June 2021

Watch our film: Ryan Martyn, Head of Research, explains how they choose investments and the role of valuation in the process.

T. Rowe Price Australian Equity proprietary investment process

Our proprietary fundamental research and analysis enables us to group companies into six categories based on a company’s return on capital and future growth prospects with a 3–5 year time horizon. 

A

+ -
Highest Quality - Generate superior returns with above market earnings growth

B

+ -
Generate superior returns with market earnings growth

C

+ -
Generate superior returns with sub-market earnings growth

D

+ -
Generate returns in line with cost of capital with positive earnings growth

E

+ -
Generate inferior returns with market or lower earnings growth

F

+ -
Lowest quality - generate inferior returns with above market earings growth
Within each category we further refine the rating with a “ + “ or “ – “ to indicate whether the direction of change is positive or negative.

For illustrative purposes. As at 30 June 2021.

Responsible investing at T. Rowe Price
Watch our film: Our approach to ESG integration
Integrating ESG considerations into our fundamental research has helped the firm identify well-managed companies that are leaders in their industries, more forward-thinking, better at anticipating and mitigating risk, and focused on the long term.
Bill Stromberg, CEO

Our capabilities

Our thinking
TRP-Video-cover-template-1600x940[4]

Views on the market and portfolio positioning

Read time: 5 Minutes

0009486_TRP_Video_cover_1600x940_V3[43]

Evolution of Australian banks

Read time: 5 Minutes

iStock-187092411_2000x1000px[1]

Australia in the “living with covid” era

Read time: 11 mins

A global investment ecosystem