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20th April 2021

T. Rowe Price: Why secular growth has enduring appeal

Some of the best large?cap growth stories have often contained multiple chapters.

Key insights

  • The shift in market leadership from growth to value may persist but should not preclude certain quality growth stocks from performing well, in our view.
  • We focus on identifying opportunities where we think the market undervalues the potential durability of a company’s growth story.
  • E?commerce is an area where we see secular tailwinds and options for well?positioned companies to expand into adjacent business lines.

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