Awards & Recognition
★2025 Morningstar Outstanding Portfolio Manager - Allocation (3rd win, 7th nomination)
★2017 and 2012 Morningstar Fund Manager of the Year
★23 Lipper Best Fund awards
★2005 Institutional Investor Best of the Buy Side Capital Goods/Industrials winner
★17 consecutive years outperforming Morningstar category peers (record)
Notable Facts
→Chief Investment Officer and Head of Investment Strategy at T. Rowe Price Investment Management
→Manages $104.6 billion in assets including $67.8 billion in Capital Appreciation Fund
→Published author of 'Capital Allocation' book (McGraw Hill, 2021)
→Has Wikipedia entry recognizing his prominence in finance
→27 years at T. Rowe Price, started as analyst in 1998
→CFA designation, magna cum laude graduate from Hillsdale College
→Holds record for longest streak of outperforming peers (17 consecutive years)