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本附属基金的目标是透过其投资价值的增长,长远而言提高其股份价值。本附属基金主要投资于美国大型及中型「蓝筹」公司股票的多元化投资组合。具体而言,本附属基金至少将其70%的资产净值投资于在美国注册成立或在美国经营其大部分业务,且市值等于或高于罗素中型股指数或标准普尔中型股400指数中最小型公司(按市值计算),以及具领先市场地位、资深管理层和强劲财政基础的公司所发行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)。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Paul D. Greene | Vice President | 2021 | now |
背景介紹 | Paul Greene is an associate portfolio manager of the US Large-Cap Core Growth Equity Strategy in the U.S. Equity Division. He is a vice president and an Investment Advisory Committee member of the US Large-Cap Core Equity, US Capital Appreciation, US Structured Research Equity, and US Growth Stock Strategies and an Investment Committee member of the Global Growth Equity Strategy. Paul is a vice president of T. Rowe Price Group, Inc. | ||
Larry J. Puglia | Chairman | 2003 | 2021 |
背景介紹 | Larry J. Puglia is a portfolio manager in the U.S. Equity Division and is lead manager for T.Rowe Price's US Large-Cap Core Growth Equity Strategy. He joined T.Rowe Price Associates in 1990 and his investment experience dates from 1989. | ||
Rob Sharps | Chief Executive Officer | 2003 | 2004 |
背景介紹 | Mr. Sharps has been a director of Price Group since January 2022. He is the chief executive officer and president of T. Rowe Price Group, Inc., and is the chair of the company's Executive, Management, and Management Compensation and Development Committees. Mr. Sharps has been with Price Group since 1997, beginning as an analyst specializing in financial services stocks, including banks, asset managers, and securities brokers, in the U.S. Equity Division. He was the lead portfolio manager of the Institutional Large-Cap Growth Equity Strategy from 2001 to 2016. In 2016, Mr. Sharps stepped down from portfolio management to assume an investment leadership position as co-head of Global Equity, at which time he joined the Management Committee. He was head of Investments and group chief investment officer from 2017 to 2021. In February 2021, Mr. Sharps became president of Price Group and then chief executive officer in January 2022. Prior to Price Group, he completed an internship as an equity research analyst at Wellington Management. Mr. Sharps also was employed by KPMG Peat Marwick as a senior management consultant, where he focused on corporate transactions, before leaving to pursue his M.B.A. in 1995. | ||
Robert W. Smith | Vice President | 2003 | 2004 |
背景介紹 | Bob Smith is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price International, Inc., serving as an equity portfolio manager. He is a member of the T. Rowe Price International Equity Steering Committee. Bob is an executive vice president of T. Rowe Price International Funds, Inc., and is chairman of the Investment Advisory Committee of the T. Rowe Price International Stock Fund. He is also a vice president and Investment Advisory Committee member of the Growth Stock Fund and Media & Telecommunications Fund. Bob joined the firm in 1992 as a research analyst. He served as an investment analyst for Massachusetts Financial Services for five years. Bob earned a B.S. in finance and economics from the University of Delaware and an M.B.A. from the Darden Graduate School of Business, University of Virginia. |
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