Offering investors a broad range of actively managed equities through a diversified global platform.
Our fundamental equities platform manages US$280+ billion in client assets.1
Deep and experienced team of over 120 investment professionals.1
We offer a broad range of client solutions across 70 different strategies.1
Invesco has been a trusted partner in fundamental equity investing for over 75 years. Offering investors choice and versatility, our diversified global platform has scale, scope, and depth with strong actively managed capabilities that span regions, styles, and market capitalizations.
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.
Equities 2024 investment outlook
While 2025 brought uncertainty, the aftermath also brings new opportunities for the year ahead. Our experts discuss the potential this new landscape may bring in 2026.
When does a swap-based approach gain an advantage?
While both main replication methods have their own merits, a swap-based approach could offer an advantage over physical counterparts in certain situations. Find out more.
A proven, systematic approach to active investing
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Mastering the basics of investment strategies is key to building wealth. Learn about index funds, core-satellite approaches, and more.
With decades of experience and a global investment platform, we offer you a comprehensive and evolving range of active and passive equity investment solutions.
Our exchange-traded funds (ETFs) provide you with access to a wide range of global equity markets, designed to track the performance of leading stock indices.
Discover Invesco's systematic equity strategies, using data-driven insights, multi-factor investing, and ESG integration to deliver tailored solutions.
