Wilfred (Wilf) Frost
speaker
2,338 appearances
15 recordings
1 series
first heard May 2026
last heard 3 Aug
Wilfred (Wilf) Frost’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.
Appearances
Nothing in the podcast constitutes a financial promotion, investment advice or a personal recommendation.
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More on that in the show notes.
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My guest today is Dominic Rizzo.
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He's the portfolio manager of the $8.7 billion Global Technology Fund at T. Rowe Price.
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The ticker is PRGTX.
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The performance since he took over leadership of the fund on the 1st of December 2022 has been outstanding, up 43.6% per annum.
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That's outperforming the benchmark by 5% per annum.
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He also manages their $300 million TTEQ ETF, which has strong performance as well since its more recent inception in October 2024.
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Dom, welcome to the Master Investor Podcast.
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Great to see you.
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Yeah, great to see you, Wilf.
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Thanks for having me.
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That performance, I just want to dwell on it as we kick things off.
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The numbers obviously speak for themselves.
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Very impressive outperformance.
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5% per annum is stuff that people...
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dream of delivering, but also that the absolute performance has been fantastic, which I guess speaks a little bit as well to good timing and the great tech bull run we've had of recent years.
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And just dwelling on the performance a little bit more, because I kind of paused and I thought,
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44% per annum and only 5% ahead because your benchmark is not the QQQ.
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It's the MSCI all country world IT, which we were just discussing has been quite far ahead of the US NASDAQ during that period of time.
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Showing 1461–1480 of 2,338 · page 74 of 117
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