Capabilities

Equities

Delivering strong active capabilities across an opportunity set that spans regions and styles.

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Why institutional investors partner with us

Institutional investors count on our proven approach to building highly active, differentiated equity portfolios across markets and investment styles.

  • 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.
  • Broad opportunity set: In addition to our US lineup spanning the style and market-capitalization spectrum, we have a long heritage of uncovering alpha through our global, international, and emerging market strategies.
  • Experienced, empowered teams: Our strategies are managed by teams of seasoned professionals who have the independence to pursue alpha and are part of a collaborative culture that fosters sharing ideas.

Featured capabilities

Gain exposure to a core global fund that invests in some of the most dominant business franchises in the world, with a focus on absolute return and a balance between capital protection and steady growth.

A concentrated equity portfolio comprised of high conviction investments that have been identified through rigorous fundamental analysis. Well diversified across 30 – 35 stocks, with the flexibility to selectively invest in smaller companies if attractive opportunities are identified.

The Strategy seeks to help achieve capital growth over the long term by investing primarily in small-capitalization companies anywhere in the world. We do this through growth through bottom-up stock selection and top-down regional allocation and factor risk management.

Access the largest capital market in the world and a global leader in innovation. We seek to provide strong capital growth over the long term. The Fund invests primarily in equities of American companies.

Tap into portfolios comprised of high-quality growth companies with underappreciated and sustainable growth prospects. Provides diversification benefits by investing in companies located outside Canada and the United States and complements portfolios that use a value approach and/or provide geographic diversification.

Related insights

  • Markets and Economy
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    Markets and Economy

    Five trends to watch as US stocks hit a new high

    By Invesco Global Market Strategy Office

    An expectation for improved trade policy clarity and continued spending on artificial intelligence helped boost the S&P 500 Index to a new all-time high.

    June 30, 2025
  • Markets and Economy
    Oil%20rigs%20at%20sunset
    Markets and Economy

    Oil moves on Middle East tensions, but other markets stay the course

    By Invesco Global Market Strategy Office

    The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in a wait-and-see mode.

    June 23, 2025
  • Markets and Economy
    Oil%20rigs%20at%20sunset
    Markets and Economy

    Putting markets into perspective as Middle East tensions escalate

    By Invesco Global Market Strategy Office

    Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.

    June 16, 2025
  • Markets and Economy
    A%20globe%20spins%20on%20a%20shelf.
    Markets and Economy

    2025 midyear investment outlook: The global reset

    By Invesco Global Market Strategy Office

    While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.

    June 10, 2025
  • Markets and Economy
    Worried%20businessman%20looking%20at%20laptop%20while%20sitting%20in%20office
    Markets and Economy

    Despite trade policy uncertainty, US economy has been resilient

    By Invesco Global Market Strategy Office

    As tariffs were announced, rescinded, invalidated, and reinstated, the US financial markets and economy have shown remarkable resilience.

    June 2, 2025

  • 1

    As of March 31, 2025

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