The ‘CIA’ strategy beating the market: How one top-performing money manager spots mispriced stocks

Sebastien Mallet, portfolio manager of the T. Rowe Price Global Value Equity Fund, is approaching his strongest one-year performance on record, according to the source report. His approach is captured by what the report describes as a "CIA" strategy for identifying mispriced stocks.

The core idea is straightforward: rather than chasing broad market momentum, the manager looks for companies whose share prices appear disconnected from their underlying business fundamentals. The report outlines what he is buying, offering a window into where a top-performing value investor currently sees opportunity.

For readers, the relevance lies less in copying specific positions and more in the framework. Mispricing can persist when sentiment, short-term headlines, or sector rotation overshadow a company's earnings power or balance sheet. Value-oriented managers attempt to exploit exactly that gap.

What to watch: whether the fund's outperformance continues if market leadership shifts, and how concentrated the portfolio becomes. Strong trailing returns can reflect style tailwinds as much as stock selection. As always, past performance does not guarantee future results, and individual holdings should not be treated as recommendations.