MONEY MASTERS

T. Rowe Price: Global Equity Fund

Kurt Umbarger. global equity portfolio specialist T. Rowe Price

The T. Rowe Price Global Equity Fund provides investors with exposure to equities on a global scale across developed and emerging markets to help them diversify their portfolios and achieve their investment goals. This Money Masters course with Kurt Umbarger will provide insights into the benefits of investing in global equities, and how T. Rowe Price evaluates and selects companies for inclusion in the portfolio.

Remember to log-in to view the whole course and earn CPD hours. 

What you'll learn /

The Global Equity Fund masterclass with Kurt Umbarger will give you insights into:

 

The benefits of investing in global equities
How T. Rowe Price evaluates and selects companies for inclusion in the portfolio
What type of investors are best suited to the fund
How the T. Rowe Price Global Equity Fund can diversify an investor’s portfolio

About the expert /

Kurt Umbarger /

global equity portfolio specialist T. Rowe Price


Kurt Umbarger is a global equity portfolio specialist within the International Equity Division of T. Rowe Price. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd. Kurt has 23 years of investment experience, all of which have been at T. Rowe Price. He has been a portfolio specialist since 2001 and a member of the global equity team since 2005. Prior to 2005, he worked with the international and emerging market equity teams. As a portfolio specialist, he has traveled the world working closely with institutional clients, consultants, and prospects.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Snapshot

Kurt Umbarger is a global equity portfolio specialist within the International Equity Division of T. Rowe Price. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd. Kurt has 23 years of investment experience, all of which have been at T. Rowe Price. He has been a portfolio specialist since 2001 and a member of the global equity team since 2005. Prior to 2005, he worked with the international and emerging market equity teams. As a portfolio specialist, he has traveled the world working closely with institutional clients, consultants, and prospects.

Find out more

01.
Overview

Fund philosophy

The T. Rowe Price Global Equity Fund looks for growth-oriented companies which have the ability to grow earnings and cash flows at strong rates relative to the overall market.

Find out more

02.

Understanding global equities

The Global Equity Fund is founded on T. Rowe Price’s belief that you should invest without borders and think about the world as one big opportunity set.

Find out more

03.

Competitive advantage

Research and sound portfolio construction form the basis of the Global Equity Fund’s competitive advantage.

Find out more

04.

Fund objectives

The fund aims to find and invest in quality, durable growth companies which are headed by strong management teams.

Find out more

05.

The team

A global network of analysts ensures the T. Rowe Price team is able to uncover optimum investment opportunities.

Find out more

06.

Evaluating performance

T. Rowe Price evaluates its analysts over the time horizon the Global Equity Fund invests across.

Find out more

07.
Structure and objectives

Unique aspects of the fund

The ability to access companies it invests in is critical to how T. Rowe Price forms its investment decisions and is one way the Global Equity Fund sets itself apart in the market.

Find out more

08.

Guiding principles

The T. Rowe Price Global Equity Fund is structured in such a way that allows the stock picking to generate value for the fund.

Find out more

09.

How we invest money

T. Rowe Price is very value conscious when it comes to selecting investment opportunities.

Find out more

10.
Best suited for

The ideal investor

The Global Equity Fund provides investors with broad-based exposure to global markets which can help them diversify their portfolios.

Find out more

11.

Risks and returns

Although it is not immune to global market fluctuations the Global Equity Fund is structured in such a way to perform well in multiple different environments while diversifying an investor’s exposure.

Find out more

12.

Test yourself /