T. Rowe Price’s head of quantitative equity, Farris Shuggi, discussed how blending fundamental research with quantitative investing can produce strong strategies. Shuggi highlighted the T. Rowe Price Capital Appreciation Premium Income ETF, which charges 34 basis points and uses a covered call strategy to generate income, as an example where both toolsets inform risk assessment. He noted that AI remains a key trend, with investors seeking to maintain exposure while balancing portfolios against potential pullbacks. The firm’s approach starts with multifactor stock selection models that incorporate fundamental insights, then combines them with analyst ratings to improve hit rates.
T. Rowe Price Group IncArticle highlights T. Rowe Price's innovative blend of fundamental and quant investing, positioning the firm as a leader in AI-driven strategies.