MoneyAM Fund Centre

Quick Stats

Fund Objective

To increase the value of its shares, over the long term, through growth in the value of its investments.

Fund Managers

John D Linehan

John D. Linehan is head of the T. Rowe Price Equity Division, chairman of the Equity Steering Committee, and a member of the firm’s Management Committee. He is also portfolio manager of the U.S. Large-Cap Value Strategy in the U.S. Equity Division. Mr. Linehan is a vice president of T. Rowe Price Group, Inc.Mr. Linehan has 22 years of investment experience, 13 of which have been at T. Rowe Price. He started at the firm in 1998 as an equity analyst covering the paper and forest products and airline industries. Between 1990 and 1996, he was an executive in the oil trading and consulting industry, first as vice president and managing director for Delaney Petroleum, then as vice president and managing director for E.T. Petroleum. He began his investment career in 1987 while at Bankers Trust NY Corporation, where he served as an associate in mortgage-backed securities trading.Mr. Linehan attended Amherst College, where he earned a B.A. in economics. He earned an M.B.A. from Stanford University Graduate School of Business. While at Stanford, he was the Henry Ford II Scholar, an Arjay Miller Scholar, and the winner of the Alexander A. Robichek Award in finance. He also has earned the Chartered Financial Analyst designation Mr. Linehan has 20 years of investment experience, 11 of which have been at T. Rowe Price. He started at the firm in 1998 as an equity analyst covering the paper and forest products and airline industries. Between 1990 and 1996, he was an executive in the oil trading and consulting industry, first as vice president and managing director for Delaney Petroleum, then as vice president and managing director for E.T. Petroleum. He began his investment career in 1987 while at Bankers Trust NY Corporation, where he served as an associate in mortgage-backed securities trading. Mr. Linehan earned a B.A. in economics from Amherst College. He earned an M.B.A. from Stanford University Graduate School of Business. While at Stanford, he was the Henry Ford II Scholar, an Arjay Miller Scholar, and the winner of the Alexander A. Robichek Award in finance. He has also earned the Chartered Financial Analyst designation.

Mark Finn

Mark Finn,CFA,CPA,is a Vice President of T. Rowe Price Group,Inc., and T. Rowe Price Associates, Inc. He is the Portfolio manager and Chairman of Investment Advisory Committee. Mark is also a Vice President.From 2005 to 2009, he was an equity research analyst specializing in electric power generation,utilities,and coal. Prior to this, he was an analyst in T. Rowe Price's Fixed Income Division where he also covered utilities and power generation. From 1998 to 2001, Mark worked with the T. Rowe Price Recovery Fund team where he evaluated financially distressed companies. He began his career with the firm in 1990 in the Finance Division, where he served as controller of T.Rowe Price Investment Services, Inc., and as the Principal accounting officer.Prior to joining the firm, Mark had five years of auditing experience with Price Waterhouse LLP, where he worked on engagements for both public and private companies. Mark earned a B.S. from the University of Delaware and had obtained the Chartered Financial Analyst and Certified Public Accountant designations.

Heather McPherson

Heather McPherson is co-portfolio manager for the Institutional U.S. Large-Cap Value Equity Strategy in the U.S. Equity Division. She is also an investment analyst covering papers and forest products. He has completed B.S., from University of California-Davis, M.B.A. from Duke University.