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Deep Dive: These four fund managers and 30 analysts figured out how to consistently beat the S&P 500

If you manage $28 billion in client money, you may find it hard to beat benchmark indexes because of the sheer scale of investments you must buy.

That’s why some fund-management firms have started “index-plus” funds, which essentially replicate the benchmarks for most of their holdings. The secret sauce is stock selection around the edges in an attempt to outperform the benchmark but, more importantly, never underperform.

T. Rowe Price Group’s TROW, +2.89% version of such a fund is the $720 million T. Rowe Price Capital Opportunity Fund PRCOX, +0.89% overseen by Ann Holcomb and three other portfolio managers.

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