T. ROWE PRICE ASSOCIATES INC.Overview
TD Mutual Funds Advised
Investment
Philosophy
Management
Team
Adviser Reports
OverviewT. Rowe Price Associates and T. Rowe Price International are
subsidiaries 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$269
billion as of March 31, 2009. 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
- TD Global Multi-Cap Fund
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Investment PhilosophyIn 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 | Larry J. Puglia, CFA 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 | |  | Brian W.H.
Berghuis, CFA 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 | |  | Gregory A. McCrickard, CFA 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 | |  | David J. Eiswert, CFA Title:
Vice President and Portfolio Manager
Education:
B.A., summa cum laude, economics and political science, St.
Mary’s College of Maryland; M.A., economics, University
of Maryland; Chartered Financial Analyst accreditation.
Industry
Experience:
Since 2000
Previous
Positions:
Analyst, Mellon Growth Advisors and Fidelity Management and
Research; Consultant, communications industry
Fund(s):
TD Science & Technology Fund | |  | 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 | |  | J. David Wagner, CFA 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 | |  | Brian C. Rogers, CFA 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 | |  | Daniel Martino, CFA Title:
Vice President and Portfolio Manager
Education:
MBA, The Wharton School, University of Pennsylvania, B.S., with
distinction, in Finance, University of Virginia Chartered Financial
Analyst designation
Industry
Experience:
Since 1997
Previous
Positions:
Analyst, T. Rowe Price; Research Analyst, Taurus Asset Management
Fund(s):
TD Entertainment & Communications Fund | |  | 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 | |  | Josh Nelson Title:
Vice President and Associate Portfolio Manager
Education:
B.S., with honors in industrial systems and engineering and minor
in business, University of Florida; M.B.A., with honors, in
finance, Wharton School of the University of Pennsylvania.
Industry
Experience:
Since 2004
Previous
Positions:
Investment banker, Citigroup Global Markets, Inc.; Intern covering
agricultural commodities and ethanol companies, T. Rowe Price
Fund(s):
TD Global Multi-Cap Fund | |  | Robert N. Gensler Title:
Vice President and Portfolio Manager
Education:
BSc, Wharton School of Business, University of Pennsylvania; MBA,
Stanford University
Industry
Experience:
Since 1986
Previous
Positions:
Equity Analyst, Salomon Brothers Risk Arbitrage department
Fund(s):
TD Global Multi-Cap Fund |
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