Core Viewpoint - Goldman Sachs (GS.US) is set to invest up to $1 billion in T. Rowe Price Group (TROW.US), marking a significant partnership aimed at expanding private market offerings to retail investors, with T. Rowe Price's stock rising over 7% in pre-market trading following the announcement [1]. Group 1: Investment Details - Goldman Sachs will acquire up to 3.5% of T. Rowe Price's shares through a series of open market purchases, making it one of the top five shareholders of the asset management firm [1]. - This investment represents Goldman Sachs' only external investment in an asset management company [1]. Group 2: Market Context - The collaboration comes at a time when traditional asset management firms are increasingly seeking to enter the alternative asset space, which has been dominated by leading private equity firms [1][2]. - T. Rowe Price has faced challenges since 2022, with significant outflows from its funds due to market downturns and a shift towards low-cost index funds and ETFs [2]. Group 3: Future Plans - T. Rowe Price and Goldman Sachs plan to launch a co-branded retirement fund by mid-2026, which will include investments from Oak Hill Advisors and Goldman Sachs' private market strategies [3]. - The partnership aims to provide tailored investment solutions for high-net-worth individuals and lower-wealth clients, with plans to introduce two new strategies encompassing private equity, credit, and infrastructure [3].

Core Viewpoint - Goldman Sachs and T. Rowe Price have announced a strategic collaboration to provide diversified public and private market solutions tailored for retirement and wealth investors [1][2]. Group 1: Collaboration Details - The collaboration aims to leverage the strengths of both firms, focusing on wealth and retirement offerings that include access to private markets for various clients [2]. - Goldman Sachs plans to invest up to $1 billion in T. Rowe Price common stock, aiming to own up to 3.5% of the company [3]. - The partnership is expected to enhance T. Rowe Price's and OHA's capabilities in delivering a wider range of investment strategies, emphasizing innovation and new product creation [4]. Group 2: Investment Strategies - New co-branded target-date strategies will be offered, utilizing T. Rowe Price's retirement expertise and incorporating Goldman Sachs' investment capabilities [7]. - A series of jointly created model portfolios will be introduced, combining various investment vehicles tailored for mass-affluent and high-net-worth clients [7]. - The firms are considering multi-asset offerings that provide access to private equity, private credit, and private infrastructure within a single vehicle [7]. Group 3: Advisory Solutions - The collaboration will deliver a scalable advisory platform for advisors to manage retirement accounts both in-plan and out-of-plan [7]. - Integration of retirement planning and advice into T. Rowe Price's recordkeeping and Individual Investor platforms is part of the collaboration [7]. Group 4: Company Backgrounds - Goldman Sachs oversees approximately $3.3 trillion in assets under supervision as of June 30, 2025, and is a leading global financial institution [8]. - T. Rowe Price manages $1.70 trillion in client assets as of July 31, 2025, with a significant portion related to retirement [10]. - OHA, as part of T. Rowe Price Group, manages approximately $98 billion in assets across various credit strategies as of June 30, 2025 [12].

Goldman Sachs will invest as much as $1 billion in T. Rowe Price and team up with the asset manager to sell private-market products to retail investors https://t.co/EvP3R45uH7 ...

格隆汇9月4日｜据市场消息，高盛将在一笔私募资金交易中购买10亿美元的T. Rowe Price股票。 ...

Group 1: Podcast Overview - "The Angle" is an investment-themed podcast by T. Rowe Price, focusing on timely topics affecting financial markets and featuring executives from leading companies [1][4] - The latest episode features Jane Fraser, CEO of Citi, discussing Citi's strategic focus, global positioning, economic outlook, investor resilience, and growth opportunities in the banking sector [2][3] Group 2: Industry Insights - The banking industry is undergoing significant changes due to globalization, technological advancements, and evolving financial trends, creating new opportunities for innovation and growth [3] - Jane Fraser's leadership is highlighted as pivotal in modernizing Citi for the digital age, positioning the firm as a disrupter in the banking industry [3] Group 3: T. Rowe Price Background - T. Rowe Price manages $1.70 trillion in client assets as of July 31, 2025, with approximately two-thirds being retirement-related [6] - The firm has over 85 years of investment excellence and is known for its independent proprietary research, emphasizing a culture of integrity and prioritizing client interests [6]

Company Overview - Oak Hill Advisors (OHA) is a leading global credit-focused alternative asset manager with over 30 years of investment experience and approximately $98 billion in assets under management (AUM) as of June 30, 2025 [4][5] - The firm specializes in various credit strategies, including private credit, distressed and special situation investments, high yield bonds, leveraged loans, and collateralized loan obligations (CLOs) [4] Fund Details - OHA announced the final close of its CLO equity fund, OHA CLO Enhanced Equity Fund III (OHCEE III), with total equity commitments of $1.1 billion, enabling the deployment of approximately $10 billion in CLOs [1][2] - The fund attracted commitments from a diverse global base of investors, including pension funds, sovereign wealth funds, corporations, endowments, and family offices [2] Investment Strategy - OHCEE III aims to build on the success of its predecessor funds, OHCEE I and II, with a disciplined approach to CLO equity investing, focusing on capital preservation and long-term value creation [3][4] - The fund will utilize OHA's high-conviction approach to credit selection and portfolio construction, supported by extensive fundamental research analysis [3][4] Market Position - OHA has been a long-tenured manager in the CLO market, having issued its first CLO in 2001, and currently manages over $22 billion in CLO-related assets across multiple strategies [3][4] - The CLO equity market presents compelling opportunities for managers who can effectively navigate complexity and manage risk, with OHCEE III designed to generate alpha and deliver attractive, risk-adjusted returns [4]

Core Insights - Three stocks are highlighted with strong momentum characteristics and a buy rank as of August 29th [1][2][3] Group 1: FVCBankcorp, Inc. (FVCB) - FVCBankcorp is a bank holding company for FVCbank with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings increased by 5.2% over the last 60 days [1] - FVCBankcorp's shares gained 16.2% over the last three months, outperforming the S&P 500's advance of 10.1% [1] - The company has a Momentum Score of A [1] Group 2: Oshkosh Corporation (OSK) - Oshkosh Corporation is a purpose-built vehicles and equipment company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 6.5% over the last 60 days [2] - Oshkosh's shares gained 44.3% over the last three months, significantly outperforming the S&P 500's advance of 10.1% [2] - The company has a Momentum Score of B [2] Group 3: T. Rowe Price Group, Inc. (TROW) - T. Rowe Price Group is an investment management company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings increased by 10.3% over the last 60 days [3] - T. Rowe's shares gained 15.7% over the last three months, also outperforming the S&P 500's advance of 10.1% [3] - The company has a Momentum Score of B [3]

If I showed up in your office tomorrow and said, "Look, I have a million dollars. What should I do with a million dollars?" Yeah. Again, I think to some extent it probably depends on your risk tolerance, but there are a number of Toro price funds that I would wholeheartedly recommend. Global focused growth, capital appreciation, our US structured research strategy that's managed by our research analysts.Um, you know, all of them have very strong long-term track records and, you know, I think for somebody wi ...

Group 1 - The stock of T. Rowe Price Group, Inc. (TROW) is experiencing significant attention due to high implied volatility in the options market, particularly the Sept. 19, 2025 $140 Put option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant change in T. Rowe Price Group's stock price [2] - T. Rowe Price Group holds a Zacks Rank 2 (Buy) in the Financial - Investment Management industry, which is in the top 28% of the Zacks Industry Rank [3] Group 2 - Over the past 60 days, five analysts have raised their earnings estimates for T. Rowe Price Group for the current quarter, increasing the Zacks Consensus Estimate from $2.26 to $2.40 per share [3] - The high implied volatility may indicate a developing trading opportunity, as options traders often seek to sell premium on options with elevated implied volatility [4]

Core Insights - The article discusses the T. Rowe Price Blue Chip Growth ETF (NYSEARCA: TCHP) as an alternative investment opportunity to the S&P 500 while still providing exposure to large-cap stocks [1]. Group 1 - The author has over 20 years of experience in the financial world, including roles as an advisor, teacher, and writer [1]. - The belief in the efficiency of financial markets is emphasized, suggesting that most stocks reflect their real current value [1]. - The best profit opportunities are identified in stocks that are less widely followed or those that do not accurately reflect existing market opportunities [1].