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透过其投资价值的增长,长远而言提高其股份价值。基金以主动方式管理及主要投资于美国小型公司股票的广泛多元化投资组合。尽管基金不以可持续投资为目标,惟将通过基金承诺维持将其投资组合的价值至少10%投资于可持续投资,以实现推动环境及社会特征。投资经理实施以下投资策略:剔除筛选、可持续投资持仓及积极所有权。本公开说明书的基金可持续发展附件进一步阐明了如何推动环境及社会特征的详情。基金主要投资于在美国注册成立或在美国经营其大部分业务,且于买入时市值等于或低于罗素2500指数的公司的股票及股本相关证券。证券类型可包括普通股、优先股、认股权证、美国预托证券(Adr)、欧洲预托证券(Edr)及环球预托证券(Gdr)。在寻求实现基金目标时,基金亦可以辅助形式投资于第66页开始的「一般投资权力及限制」一节所述的其他合资格证券。截至本公开说明书日期,可能包括在限制以上额外投资于房地产投资信托基金(Reits)或来自其他国家的合资格证券。有关此基金的投资并无考虑欧盟有关环境可持续发展经济活动的标准。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Matt Mahon | - | 2023 | now |
Curt J Organt | Portfolio Manager | 2019 | now |
背景介紹 | Curt Organt is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He is the associate portfolio manager of the Small-Cap Stock Fund. Curt is a vice president of the Small-Cap Stock, Small-Cap Value, QM U.S. Small-Cap Growth Equity, and New America Growth Funds and vice president of T. Rowe Price International Funds, Inc. Prior to joining the firm in 1995, he served as a financial analyst and marketing analyst at DAP Products, Inc. Curt earned a B.S. in finance and philosophy at La Salle University and an M.B.A. at Wake Forest University. | ||
Ryan Burgess | - | 2016 | 2019 |
Frank M. Alonso | Portfolio Manager | 2013 | 2016 |
背景介紹 | Francisco (Frank) M. Alonso joined T. Rowe Price Associates in 2000 and is currently a Vice President of T. Rowe Price Group and T. Rowe Price Associates. He is also the portfolio manager for the Small-Cap Stock Fund. From 2013 to September 2016 Frank ran the US Smaller Companies Equity Fund (SICAVS) and was the Associate PM for the Small-Cap Stock Fund. Prior to 2013 he worked as an investment analyst in TRP’s U.S. Equity Division covering discount stores, soft goods retailing and hard goods under the consumer industry. | ||
John David Wagner | Vice President | 2008 | 2013 |
背景介紹 | David Wagner is a portfolio manager in the U.S. Equity Division of T. Rowe Price. Mr. Wagner has 13 years of investment experience, 12 of which have been with T. Rowe Price. He joined the firm in 2000 after serving as a summer intern at T. Rowe Price in 1999, covering senior living companies. Prior to this, Mr. Wagner was employed as an associate analyst in the antitrust area by National Economic Research Associates Inc. Mr. Wagner earned a B.A., summa cum laude, in economics from the College of William and Mary and an M.B.A. from the Darden Graduate School of Business, University of Virginia | ||
Gregory A. McCrickard | Chairman | 2001 | 2008 |
背景介紹 | Greg McCrickard is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He is also a portfolio manager in the U.S. Equity Division and a member of the Equity Steering Committee. Greg is president of the Small-Cap Stock Fund and chairman of the fund's Investment Advisory Committee. In addition, he is a vice president and Investment Advisory Committee member of the Mid-Cap Value and Small-Cap Value Funds. Prior to joining the firm in 1986, he was a trust officer at Wachovia Bank. | ||
Preston G. Athey | Chairman | 2001 | 2004 |
背景介紹 | Preston Athey is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company and a small-company portfolio manager in the U.S. Equity Division. Preston is an Investment Advisory Committee member of four small- and mid-cap funds, and for 23 years until 2014, he was president and portfolio manager of the Small-Cap Value Fund. Prior to joining the firm in 1978, he was a contract administrator on Admiral H.G. Rickover's staff at the U.S. Atomic Energy Commission. Preston earned a B.A. in economics from Yale University and an M.B.A. from Stanford University. He has also earned the Chartered Financial Analyst (CFA) designation and is a Chartered Investment Counselor (CIC). Outside of T. Rowe Price, Preston is chairman of the Board of The Hill School, a college preparatory boarding school in Pottstown, PA. | ||
Hugh M. Evans | Portfolio Manager | 2001 | 2004 |
背景介紹 | Hugh M. Evans III is lead portfolio manager for T. Rowe Price Distribution Management Services and manages the Strategic Partners Private Equity Fund. He also has portfolio management responsibilities for the U.S. Small-Cap strategies. Mr. Evans is a vice president of T. Rowe Price Group, Inc. Mr. Evans has 18 years of investment experience, 16 of which have been at T. Rowe Price. Prior to joining the firm in 1992, he was a financial analyst with Morgan Stanley & Co. in their Mergers and Acquisitions Department. Mr. Evans earned a B.A. in psychology, with distinction, from the University of Virginia, where he was a Jefferson Scholar. He holds an M.B.A. in finance from the Stanford University Graduate School of Business, where he was an Arjay Miller Scholar. Mr. Evans also has earned the Chartered Financial Analyst accreditation. In addition, Mr. Evans is chairman of the Catholic Charities of Maryland Investment Committee. | ||
Joseph M. Milano | Chairman | 2001 | 2004 |
背景介紹 | Milano is a chairman of the committee and member of investment advisory committee with T. Rowe Price.He joined T. Rowe Price in 1996. |
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