Fund Advisers
T. ROWE PRICE ASSOCIATES INC.
Overview
TD Mutual Funds Advised
Investment Philosophy
Management Team
Adviser Reports
Overview
T. Rowe Price Associates and T. Rowe Price International are subsidaries of T. Rowe Price Group, an investment management firm based in Baltimore, Maryland, offering individuals and institutions around the world investment management excellence, world-class service, and guidance. T. Rowe Price has over 65 years of investment experience. Assets under management were over US$400 billion as of December 31, 2007. T. Rowe Price's disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research. Reflecting its commitment to rigorous investment analysis, T. Rowe Price supports one of the industry's largest proprietary research efforts, undertaken by analysts, economists, and statisticians. The T. Rowe Price investment approach strives to achieve superior performance but is always mindful of the risks incurred relative to the potential rewards.
TD Mutual Funds Advised
- TD U.S. Large-Cap Value Fund
- TD U.S. Blue Chip Equity
- TD U.S. Mid-Cap Growth Fund
- TD Science & Technology Fund
- TD Health Sciences Fund
- TD U.S. Small-Cap Equity Fund
- TD Entertainment and Communications Fund
Click here for fund profiles
Investment Philosophy
In their search for companies which are likely to achieve rapid earnings growth, T. Rowe Price employs in-house analysts who devote all their time to uncovering new investment trends. Using a bottom-up approach allows a concentration on any industry or business that may exhibit rapid growth as reflected in appreciating stock prices.
Management Team
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Larry J. Puglia
Title: Vice President and Portfolio Manager
Education: B.A., University of Notre Dame; M.B.A., University of Virginia; Chartered Financial Analyst; Certified Public Accountant
Industry Experience: Since 1988
Previous Positions: Senior Manager, Peat Marwick Main & Co.
Fund(s): TD U.S. Blue Chip Equity Fund
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Brian W.H. Berghuis
Title: Vice President and Portfolio Manager
Education: B.A., Princeton University; M.B.A., Harvard Business School, Chartered Financial Analyst
Industry Experience: Since 1983
Previous Positions: President, Baltimore Security Analysts Society
Fund(s): TD U.S. Mid-Cap Growth Fund
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Gregory A. McCrickard
Title: Vice President and Portfolio Manager
Education: B.A., University of Virginia; M.B.A., Amos Tuck School at Dartmouth College, Chartered Financial Analyst
Industry Experience: Since 1984
Previous Positions: Trust Officer, Wachovia Bank
Fund(s): TD U.S. Small-Cap Equity Fund
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Jeff Rottinghaus
Title: Vice President and Portfolio Manager
Education: B.Sc., Bowling Green State University; M.B.A., Wharton School of Business, University of Pennsylvania; Certified Public Accountant
Industry Experience: Since 2001
Previous Positions: Independent Financial Consultant in aerospace and defense contracting industry, Part Owner of Kelly, Levey and Associates
Fund(s): TD Science & Technology Fund
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Dr. Kris Jenner
Title: Vice President and Portfolio Manager
Education: B.Sc., University of Illinois; D. Phil., Oxford University/England; M.D., Johns Hopkins School of Medicine
Industry Experience: Since 1997
Previous Positions: Medical Research, Harvard Medical School
Fund(s): TD Health Sciences Fund
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J. David Wagner
Title: Vice President and Associate Portfolio Manager
Education: B.A., summa cum laude, College of William and Mary; M.B.A., Darden Graduate School of Business, University of Virginia; Chartered Financial Analyst
Industry Experience: Since 1999
Previous Positions: Associate Analyst, National Economic Research Associates Inc.
Fund(s): TD U.S. Small-Cap Equity Fund
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Brian C. Rogers
Title: Chief Investment Officer and Portfolio Manager
Education: B.A., Harvard College; M.B.A., Harvard Business School, Chartered Financial Analyst, Chartered Investment Counseller
Industry Experience: Since 1982
Previous Positions: Loan Officer and Credit Analyst in Bankers Trust Company
Fund(s): TD U.S. Large-Cap Value Fund
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Henry M. Ellenbogen
Title: Vice President & Portfolio Manager
Education: B.A., Harvard College; J.D., Harvard Law School; M.B.A., Harvard Business School
Industry Experience: Since 1997
Previous Positions: Chief of Staff to member of the U.S. Commerce Committee
Fund(s): TD Entertainment & Communications Fund
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John F. Wakeman
Title: Vice President & Portfolio Manager
Education: B.A., B.B.A., M.S. in Finance, University of Wisconsin
Industry Experience: Since 1989
Previous Positions: Analyst, T. Rowe Price
Fund(s): TD U.S. Mid-Cap Growth Fund
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Adviser Reports
Real Audio Adviser Reports
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