Brian Rogers

Brian Rogers

Last Update: 2014-10-15

Number of Stocks: 114
Number of New Stocks: 3

Total Value: $26,893 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Brian Rogers' s Profile & Performance

Profile

Brian Rogers has been the portfolio manager of T. Rowe Price Equity Income Fund (PRFDX) since its inception in 1985.

Web Page:http://www.troweprice.com/

Investing Philosophy

Brian Rogers has a conservative, value-oriented way to pursue substantial dividend income and long-term capital growth potential. He invests in common stocks of established firms that are expected to pay above-average dividends and appear to be out of favor or undervalued.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of T. Rowe Price Equity Income Fu

YearReturn (%)S&P500 (%)Excess Gain (%)
201329.7531.55-1.8
201217.2515.41.9
2011-0.722.08-2.8
3-Year Cumulative51 (14.7%/year)55 (15.7%/year)-4 (-1%/year)
201015.1515.060.1
200925.6226.46-0.8
5-Year Cumulative118.5 (16.9%/year)125.5 (17.7%/year)-7 (-0.8%/year)
2008-35.75-371.2
20073.35.61-2.3
200619.1415.793.3
20054.264.91-0.6
200415.05123.1
10-Year Cumulative107.2 (7.6%/year)104.1 (7.4%/year)3.1 (0.2%/year)
200325.7828.7-2.9
2002-13.04-22.19.1
20011.64-11.913.5
200013.12-9.122.2
19993.8221-17.2
15-Year Cumulative170.6 (6.9%/year)98.3 (4.7%/year)72.3 (2.2%/year)
19989.2328.6-19.4
199728.8233.4-4.6
199620.423-2.6
199533.3537.6-4.2
19944.531.33.2
20-Year Cumulative538.9 (9.7%/year)483.2 (9.2%/year)55.7 (0.5%/year)
199314.8410.14.7
199214.137.66.5
199125.2830.5-5.2
1990-6.79-3.1-3.7
198913.7431.7-18.0
25-Year Cumulative1012.2 (10.1%/year)1050.7 (10.3%/year)-38.5 (-0.2%/year)
198827.6916.611.1
19873.545.1-1.6
198626.7418.68.1

Top Ranked Articles

Staples Stock (SPLS) Is a Steal
Common shares of Staples (SPLS) trade on the NASDAQ at $14 for a market cap of roughly $9.5 billion. Read more...
T. Rowe Price's Brian Rogers Explains His Bullishness on MSFT
Brian Rogers explained his rationale for investing in Microsoft (MSFT) during the Barron's Roundtable. Rogers, a long time value investor, currently holds MSFT in his portfolio. However, it is only 1.4% of his total portfolio. Read more...
T. Rowe Price Chief Investor Brian Rogers Answers Investors' Questions
In addition to his roles as chairman and chief investment officer of the $692 billion asset management firm T. Rowe Price, Brian Rogers (Trades, Portfolio) manages the T. Rowe Price Equity Income Fund (PRFDX), an income and value-oriented strategy. Read more about him here. Read more...
Deep Sea Fishing in an Ocean of 52-Week Lows - Search 740 US Stocks
Like stocks at a 52-week low, some amazing and elusive deep sea fish live in the dark waters out of visual range, and some of the best catches can come from the mysterious floor. It could pay to motor out and cast a line in this week’s ocean of 52-week lows. Read more...
Stocks Multiple Gurus Agree On - DIS, GOOG, IR, MUR and XL
Several companies have looked like good buys to several gurus at the same time. The stocks owned by the most Gurus are: Walt Disney Co. (DIS), Google (GOOG), Ingersoll Rand (IR), Murphy Corp. (MUR) and XL Group (XL). Read more...
» More Brian Rogers Articles

Commentaries and Stories

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The Top 5 European Stocks Held During Q3 Tweedy Browne,Brian Rogers - The Top 5 European Stocks Held During Q3
GuruFocus publishes the implied future returns for the 18 largest stock markets in the world, which can be found on the Global Market Valuation page under the Market tab. More...

INTERNATIONAL, EUROPE, SANOFI, ROCHE, GLAXOSMITHKLINE, TESCO, CHRISTIAN DIOR


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Investors Should Enlarge their Portfolios
In this article, let's take a look at the Procter & Gamble Co (PG), a $239.41 billion market cap company that is a leading consumer products company which markets household and personal care products in more than 180 countries. More...

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Several Indicators for a Good Buy
In this article, let's take a look at Deere & Company (DE), a $30.83 billion market cap company that is the world's biggest producer of farm equipment, as well as a large maker of construction machinery and lawn and garden equipment with a brand name that has been in the industry for 175 years. More...

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Blackhill Bets Almost Half of Portfolio on Williams-Sonoma
Over the past few days, hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings filed by institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Blackhill Capital Inc., a financial investment advisory firm headquartered in Morristown, New Jersey. More...

Blackhill, Williams-Sonoma, Kinder Morgan Management


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Acquisition Strategy Will Benefit ConAgra Foods
In this article, let's take a look at ConAgra Foods, Inc. (CAG), a $14.41 billion market cap company that is one of the larger U.S. food companies, with a number of widely known brands. More...

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Betting on a Fairly Valued Stock
In this article, let's take a look at The Walt Disney Company (DIS), a $153.68 billion market cap company that is a media and entertainment conglomerate that has diversified global operations in theme parks, filmed entertainment, television broadcasting and consumer products. More...

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Brian Rogers Buys 3 New Stocks for T. Rowe Price Equity Income Fund in Q3 Brian Rogers - Brian Rogers Buys 3 New Stocks For T. Rowe Price Equity Income Fund In Q3
Brian Rogers (Trades, Portfolio), who manages the T Rowe Price Equity Income Fund, purchased three new stocks for the fund in the third quarter. He has a cautious outlook on markets and believes they may begin to "moderate" in the near future, saying in his third quarter letter: More...

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These Two Sectors Have Weathered The Storm Brian Rogers,Chris Davis - These Two Sectors Have Weathered The Storm
At its worst yesterday, October 15, the S&P 500 just missed official correction territory when it bounced back up from 1820, a 9.9 percent drop from the recent high of 2019. In an effort to find stocks that might withstand any further beatings, I used the GuruFocus All-In-One Screener to discover which stocks have held their ground. I simply searched for S&P 500 stocks that were within 5 percent of their 52-week highs. From there, I used the Valuation Map that gives me the ability to quickly view the results based on sectors. More...

Correction, Real estate, Utilities


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T. Rowe Price Recent Portfolio Changes Brian Rogers,IVA International Fund,Charles de Vau - T. Rowe Price Recent Portfolio Changes
Baltimore-based investment firm T. Rowe Price recently released its updated portfolio dated Sept. 30. Brian Rogers (Trades, Portfolio), chairman of T. Rowe Price Group, has led the $30.2 billion Equity Income Fund since its inception in 1985. The Equity fund had a 17% annual average return over the past five years. More...

T ROWE PRICE, BRIAN ROGERS


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Brian Rogers' T Rowe Price Equity Income Fund Q3 Commentary
Considering the low absolute level of yields and the Fed's intent to move rates higher in 2015, we remain guarded about overextending ourselves for yield alone. The two- to five-year portion of the yield curve remains most at risk for a sell-off when the Fed begins to tighten monetary policy. The precise timing of the Fed's move is uncertain, as it will need to be cautious as it transitions from a period of extraordinary easing to one of even, gradual tightening. The central bank does not want to act too quickly and slow the economy back into a recession. The economic data in the months ahead should provide us with greater clarity as to the Fed's timing and pace, and we expect this period to be a critical time for fixed income markets. More...

Brian Rogers, T Rowe Price, Commentary


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Brian Rogers' T Rowe Price Equity Income Fund Q3 2014 Commentary
Environment More...

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International Guru Stocks Near 52-Week Lows Brian Rogers,James Barrow - International Guru Stocks Near 52-Week Lows
It is time to take a look at the international 52-week lows to go bargain hunting. There is a page at GuruFocus that is dedicated to finding 52-week lows. The different categories include: More...

International stocks, 52 week low


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Guru Held Stocks Near 52-Week Lows Brian Rogers,Carl Icahn - Guru Held Stocks Near 52-Week Lows
As the market reaches new highs, I searched for stocks that have yet to participate in this year’s gains. Below are some of the most widely held stocks by the investing gurus that are trading near their 52-week lows. More...

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Good Outlook for ConAgra Foods
In this article, let's take a look at ConAgra Foods, Inc. (CAG), a $13.47 billion market cap company, which is one of the larger U.S. food companies with a number of widely known brands. More...

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Why You Should Stay From The Clorox Company?
On June 30, the Yacktman Focused Fund (Trades, Portfolio) and Brian Rogers (Trades, Portfolio) reduced their positions on The Clorox Company (CLX). The company, a $11.32 billion market cap, has a trailing P/E ratio that indicates that the stock is relatively undervalued (20.6x vs 24.6x of industry mean). So one question arises, why they are not betting on it? More...

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Brian Rogers Buys 3 New Stocks for T Rowe Price Equity Income Fund Brian Rogers - Brian Rogers Buys 3 New Stocks For T Rowe Price Equity Income Fund
Brian Rogers (Trades, Portfolio) will step down as manager of the T. Rowe Price Equity Income Fund in October 2015 (PRFDX), he announced in June, but will remain the firm’s chairman and chief investment officer. He is still investing as usual up till that time, buying three new stocks in the second quarter. More...

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Brian Rogers' T Rowe Price Equity Income Fund Q2 2014 Commentary
U.S. stocks rose in the second quarter of 2014, adding to first-quarter gains and lifting large-cap indexes to new all-time highs in June. Equities climbed amid signs that the economy was recovering from a first-quarter economic contraction driven by harsh weather and inventory corrections. Corporate merger and acquisition activity was supportive, as were signs that Russia wanted to de-escalate tensions with Ukraine, whose eastern region is experiencing violent separatism. Investors were undeterred by the Federal Reserve's continued tapering of its asset purchases or by rising oil prices late in the quarter in response to a sharp increase in sectarian violence in Iraq. More...

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Top Five Guru-Owned Mid Cap Stocks Brian Rogers,Larry Robbins - Top Five Guru-Owned Mid Cap Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see mid-cap companies which are held by the most gurus. The following five mid-capped companies are held by the largest number of gurus during the past quarter. More...

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Top Guru Held Utilities Companies Led by Exelon Brian Rogers,Charles Brandes - Top Guru Held Utilities Companies Led By Exelon
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see energy companies which are held by the most gurus. The following five utilities companies are held by the largest number of gurus during the past quarter. More...

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Market Valuations and Expected Returns – May 5, 2014 John Hussman,Brian Rogers - Market Valuations And Expected Returns – May 5, 2014
In January 2014, the stock market benchmark S&P 500 lost 3.36% after the excellent 2013. The enthusiasm went back as the market gained 4.31% over February. In March, it went up only 0.69%. And in April, it was about even for the whole month. More...

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User Comments

Mpdowd
ReplyMpdowd - 9 months ago
how can you be so bullish on financials after 2008 financial crisis ? what's to prevent another situation
where contacts were not honored ? In the 70's financials made up 8% of the S&P today it's closer to 29%
with derivatives Wouldn't it make more sense to be long more electric utilities which have underperformed for a long time and shouldn't there be a reversion back to the mean? I've always thought that in order to outperform one has to be right on the "macro picture" first then drill down and buy the best companies or the ones that put the greatest amount of their sales dollars back into R & D.
When you compete on price it's a race to zero. Do you really think that the banks are actually marking their real estate to the market ? After Janet Yellen's comets today don't you think that she's telling the world that we can't stop the buying back treasuries and the taper will continue at 8o Billion plus a month for a long time. You can't win at poker when the rest of the world can see your cards.
Helicopter been left a mess. Janet Yellin has no choice but to continue to print, print, print
while the GLD and CEF continue to print more certificates that actual Gold held in reserve.
Does anyone even think of these things. When Paulson at Goldman holds up the U.S. for a 700 Billion dollar bailout while Blankefeld tells people he's doing God's work while GS is putting together baskets of overpriced mortgage backs and allowing the other side of GS to cherry pick which baskets their preferred clients are allowed to Short ?? How is GS allowed to get away with this deceptive behavior ?
What a mockery of markets. Who was the firm that allowed Greece to to deceive it's creditors with
GS to structure deceptive mortgage backed baskets that were truly weapons of mass destructions.
To be 19 % long financials you're trying to catch a falling knife ? Has that ever worked for you in the past ? Be different think for your self. I thought you were a smart guy. You're just following the herd.
Think outside the box and for yourself. Just because previous metrics tell you something is cheap don't mean it is.. Just like all the fools who took down the muni offering in Puerto Rico this past week.
We need to get people back to work and you should only be looking at things to invest in where there is pricing power. So to be so blunt but I'm surprised you're listening to the majority of talking heads.
Sincerely Yours
Michael D.

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