Equities

Fundamental equities

Offering investors a broad range of actively managed equities through a diversified global platform.

Why consider Invesco for fundamental equities?

Invesco has been a trusted partner in fundamental equity investing for over 75 years. Offering investors: 

  • High conviction – We seek to deliver our best ideas to clients through high conviction portfolios backed by our strong active capabilities and rigorous risk management approach.
  • Diversified global platform – Our capabilities stretch across market capitalisations, styles, and regions with a long history of uncovering compelling opportunities for our investors.
  • Breadth and depth in expertise – Our strategies are managed by teams of seasoned professionals who have the independence to pursue pursue alpha and are part of a collaborative culture that fosters sharing ideas. 

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Frequently asked questions

Fundamental equity strategies typically focus on the health of a company’s business when investing in individual stocks. Systematic equity strategies, meanwhile, employ structured, rules-based quantitative models and algorithms to make investment decisions.

It involves analyzing a company’s fundamental strength through earnings, profit margins, intangible assets, competitive moat, and other factors. In other words, a company’s fundamentals determine which stocks are the most attractive for investing.

Yes, value is one of the oldest, well-known fundamental approaches to investing. Value investors typically look for undervalued companies by examining fundamental metrics like the price-to-earnings (P/E) ratio.

Other approaches that typically fall under fundamental equity investing include investing in companies with high growth, revenue, cash flow, and dividends. Growth investors usually focus on companies with higher P/E ratios that are growing revenue quickly. While income investors who want exposure to more stable, mature companies may target the strategy’s dividend aspect.

  • Investment risks

    The value of investments and any income will fluctuate. This may partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.

    Important information

    All information is provided as at 31 March 2024, sourced from Invesco unless otherwise stated. 

    This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change. 

    EMEA3643604/2024