Brian Rogers

Brian Rogers

Last Update: 07-15-2015

Number of Stocks: 115
Number of New Stocks: 2

Total Value: $26,105 Mil
Q/Q Turnover: 2%

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 (%)
20147.4913.69-6.2
201329.7532.39-2.6
201217.25161.2
3-Year Cumulative63.5 (17.8%/year)74.6 (20.4%/year)-11.1 (-2.6%/year)
2011-0.722.11-2.8
201015.1515.060.1
5-Year Cumulative86.9 (13.3%/year)105.1 (15.5%/year)-18.2 (-2.2%/year)
200925.6226.46-0.8
2008-35.75-371.2
20073.35.49-2.2
200619.1415.793.3
20054.264.91-0.6
10-Year Cumulative93.6 (6.8%/year)109.4 (7.7%/year)-15.8 (-0.9%/year)
200415.0510.884.2
200325.7828.68-2.9
2002-13.04-22.19.1
20011.64-11.8913.5
200013.12-9.122.2
15-Year Cumulative180.1 (7.1%/year)86.4 (4.2%/year)93.7 (2.9%/year)
19993.8221.04-17.2
19989.2328.58-19.4
199728.8233.36-4.5
199620.422.96-2.6
199533.3537.58-4.2
20-Year Cumulative557 (9.9%/year)554.6 (9.8%/year)2.4 (0.1%/year)
19944.531.323.2
199314.8410.084.8
199214.137.626.5
199125.2830.47-5.2
1990-6.79-3.1-3.7
25-Year Cumulative951.1 (9.9%/year)893.3 (9.6%/year)57.8 (0.3%/year)
198913.7431.69-18.0
198827.6916.6111.1
19873.545.1-1.6
198626.7418.68.1

Top Ranked Articles

Staples Stock (SPLS) Is a Steal
Common shares of Staples (NASDAQ: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 (NASDAQ: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. (NYSE:DIS), Google (NASDAQ:GOOG), Ingersoll Rand (NYSE:IR), Murphy Corp. (NYSE:MUR) and XL Group (NYSE:XL). Read more...
» More Brian Rogers Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Brian Rogers' Last Shareholder Letter for T. Rowe Price Equity Income Fund
HIGHLIGHTS More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers Boosts Stake in Las Vegas Sands Before Q2 Results
In this article, let's take a look at Las Vegas Sands Corp. (NYSE:LVS), a $45.26 billion market cap company, which is a company that operates casinos in Las Vegas, Nevada; Macau, China; Bethlehem, Pennsylvania; and Singapore. More...

  • Currently 2.75/5

Rating: 2.8/5 (4 votes)

Why Does Big Money Own Corning? Brian Rogers,Yacktman Fund,Joel Greenblatt,Dodge & - Why Does Big Money Own Corning?
  More...

TECHNOLOGY, GORILLA GLASS


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: ATI, GPC, RHP, WPX, SXC
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 4.00/5

Rating: 4.0/5 (2 votes)

Coach: Don’t Beat A Dead Horse
If you bought Coach (NYSE:COH) stock July 25, 2005, you paid $36 at the open and $34.94 at the close. Today, the stock sits under $31 and while they have paid out $4.71 in dividends, after taxes, you are flat and your money is kicking you for it. More...

LUXURY RETAIL GOODS, LOUIS VUITTON, GUCCI, HERMES, CHANEL, PRADA, BURBERRY, KORS, COACH


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers Buys Occidental Petroleum, Tyco In Q2 Brian Rogers - Brian Rogers Buys Occidental Petroleum, Tyco In Q2
Brian Rogers (Trades, Portfolio) of T. Rowe Price Equity Income Fund added two new stocks to the portfolio during the second quarter, and sold out six other positions, according to data reported by GuruFocus Real Time Picks. More...

BRIAN ROGERS, T. ROWE PRICE


  • Currently 2.00/5

Rating: 2.0/5 (1 vote)

T Rowe’s Brian Rogers Buys Occidental Petroleum
According to second quarter holdings disclosure, Brian Rogers (Trades, Portfolio) added 2,750,000 shares of Occidental Petroleum (NYSE:OXY) to his portfolio. Investors can have real time access to Guru Portfolios through the Guru Focus Real Time Picks. More...

LONG, ENERGY, OIL & GAS EXPLORATION


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers' Q2 T. Rowe Price Equity Income Fund Commentary
The broad market, measured by the S&P 500 Index, was virtually flat during the second quarter of 2015 and through the year to date, resulting in its weakest first half since 2010. Stocks sputtered to a close as the Federal Reserve signaled its intention to raise short-term interest rates sometime this year, should conditions warrant such a move. Turmoil in Greece and, more significantly, China added to equities' lackluster performance. Large-cap growth stocks slightly outperformed large-cap value shares, propelled by strength in the health care sector. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5-year lows: Fifth Street Finance Corporation, ARMOUR Residential REIT Inc, Adtran Inc, and Coach Inc.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Fifth Street Finance Corporation, ARMOUR Residential REIT Inc, Adtran Inc, and Coach Inc. More...

  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

Brian Rogers Significantly Increases His Stake in Flowserve
Brian Rogers (Trades, Portfolio) has been the portfolio manager of T. Rowe Price Equity Income Fund since its inception in 1985. Brian Rogers (Trades, Portfolio) 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. More...

LONG, INDUSTRIALS


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers' T Rowe Price Equity Income Fund Q1 2015 Commentary
Environment More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers' Stocks With Most Growing Yield
Brian Rogers (Trades, Portfolio) has been the portfolio manager of T. Rowe Price Equity Income Fund (PRFDX) (website) since its inception in 1985. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5-year lows: ION Geophysical Corp, American Science & Engineering Inc, Destination Maternity Corp, and Joy Global Inc.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: ION Geophysical Corp, American Science & Engineering Inc, Destination Maternity Corp, and Joy Global Inc. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers Adds Three New Positions to Portfolio Brian Rogers - Brian Rogers Adds Three New Positions To Portfolio
Brian Rogers (Trades, Portfolio) of value-based T. Rowe Price Equity Income Fund has been focusing on investing in companies over $2 billion and undervalued since 1985, when the fund was created. At the end of last month, Rogers added three new positions to his portfolio. More...

Brian Rogers, T. Rowe Price


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

T. Rowe Price Equity Income Fund Selects 3 New Stocks in Quarter 1 Brian Rogers - T. Rowe Price Equity Income Fund Selects 3 New Stocks In Quarter 1
Brian Rogers (Trades, Portfolio) will give up the reigns of the T. Rowe Price Equity Income Fund (PRFDX) at the end of October after managing it for 30 years and remains chairman of the $746.8 billion company. The new overseer will then be John Linehan. More...

  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

A Look at McDonald´s Performance
In this article, let's take a look at McDonald's Corp. (NYSE:MCD), a $93.19 billion market cap company, which ist he largest fast-food restaurant company in the world, with about 35,000 restaurants in 119 countries. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Recent Insider Buys
The All-In-One Guru Screener can be used to find the most insider buys over the past week by clicking on the Insiders tab and changing the settings for All Insider Buying to "500,000+ shares at $2,000,000" and Duration to "over the past 15 days." More...

Insider, Insider Buys


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Vulcan Material Announced a Huge 66.7% Increased in its Quarterly Dividend
In this article, let's take a look at Vulcan Materials Company (NYSE:VMC), a $11.18 billion market cap company, which produces and sells construction aggregates, asphalt mix, and ready-mixed concrete primarily in the U.S. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers' Annual Letter for T. Rowe Price Equity Income Fund 2014
The views and opinions in this report were current as of December 31, 2014. They are not guarantees of performance or investment results and should not be taken as investment advice. Investment decisions reflect a variety of factors, and the managers reserve the right to change their views about individual stocks, sectors, and the markets at any time. As a result, the views expressed should not be relied upon as a forecast of the fund’s future investment intent. The report is certified under the Sarbanes-Oxley Act, which requires mutual funds and other public companies to affirm that, to the best of their knowledge, the information in their financial reports is fairly and accurately stated in all material respects. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly 3-Year Low Highlights: RYN, PICO, JIVE, GEOS
According to GuruFocus list of 3-year lows, Rayonier Inc, PICO Holdings Inc, Jive Software Inc, and Geospace Technologies Corp have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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User Comments

Tedol1000@google
ReplyTedol1000@google - 2 months ago
dorobbong~
Mpdowd
ReplyMpdowd - 1 year 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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