Capabilities

Active equity

A distinctive combination of independent thought and global collaboration provides our clients with the reach and resources of a global organisation and the focus and attention of a boutique firm: Invesco’s active equity investment capabilities are both diverse and specialised.

High conviction

Invesco is a strong believer in active equity investing and has high conviction that high-quality active investment can drive strong performance across market cycles. Aware that our clients each carry their own investment goals and objectives, we believe our active equity range has the versatility to meet these needs.

Our strategies are managed across 13 investment centres worldwide. Each is focused on distinct investment styles or regional expertise and adheres to clearly defined investment philosophies, aligned with client expectations. Our teams are able to operate independently, allowing them to follow and further their specific investment style and expertise - there is no single house view.

Our active equity strategies combine to offer a wide range of global, regional and thematic solutions.

Rich heritage

Within Europe, our Henley-based investment centre typifies this approach and has a rich heritage in managing active equity mandates, managing over US$45 billion in regional and global equity portfolios.*

The Henley investment teams have a very clear focus on long-term performance and the pursuit of genuine alpha by means of a high-conviction, fundamentally-driven investment process.

Our recent acquisition of Oppenheimer Funds added further institutional standard active equity capabilities with a particularly robust offering in global and emerging market equities.

Global collaboration

Further strengthening Invesco’s investment culture, is our active Investors Forum, consisting of senior investment professionals from each investment centre. Chaired by members of senior management, the primary role of the Forum is to foster, promote and grow investment excellence across the organization. Specifically, the participants:

  • exchange information and insights on investment processes and techniques;
  • discuss performance and risk across the investment centres to generate insights;
  • Identify opportunities, as appropriate, to share research and best practices while reinforcing the strength of each investment management team; and
  • discuss current investment themes, topics trends and the respective impacts on the business.

Related insights

Yanghe: combining tradition and modernity
Equities

Yanghe: combining tradition and modernity

By Fiona Yang

On a recent trip to China, I visited Jiangsu Yanghe’s distillery near Suqian City, Jiangsu Province. Yanghe is the third largest Baijiu (Chinese spirit) producer in China and the Jiangsu region is famous for its terroir and high-quality water resources, both of which are critical for producing high quality Baijiu. I finished my three-hour tour deeply impressed by the company’s successful integration of tradition and modernity.

09 January 2020

Footnotes

  • * Source: Invesco as at 30th September 2019.

Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

  • Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
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