Strategies

Australian Smaller Companies Strategy

Investment strategy overview

The Australian Smaller Companies strategy (‘Strategy’) forms part of the capability suite managed by the wider Invesco Quantitative Strategies (IQS) group of investment professionals based in Europe, the US, Japan and Australia. The Strategy forms part of Invesco’s successful Australian suite of quantitative strategies.

In managing the Strategy, IQS seeks to add value through systematic application of factor investing. Value is added by harvesting factor premia associated with fundamental and behavioural insights. In building the portfolio, purpose-built risk modelling is employed, and execution costs managed efficiently.

Key facts

Strategy inception

May 1988

Name of investment team

Invesco Quantitative Strategies

Location of investment team

Melbourne