Valuation investing
Discovering potential

Discover value investing with Invesco

We find value in mispriced opportunities undergoing change.

Where you’ll find the cheapest and most expensive stock markets in the world

Use our valuation tracker and find out what stock markets look cheap or expensive around the world. Learn from our experts where the opportunities and risks are over the long-term.

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Valuation tracker

How does value investing work?

The concept behind value investing is simple: identify stocks whose value isn’t reflected in the current share price and hold on to them until the broader market recognizes what they’re worth.

Keen to learn more? Then explore our educational materials below, which are accredited for structured CPD by CISI.

Value investing at Invesco

At Invesco we have a host of capabilities that cover both value tracking and active valuation-driven investing. We can therefore cater for a range of investment objectives, from simple value diversification to potential valuation-driven outperformance exposure.

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Related insights

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    Introducing the Invesco Global Equity Income Trust plc (Ticker: IGET)

    By Stephen Anness

    Fund manager of recently relaunched Invesco Global Equity Income Trust plc (Ticker: IGET), Stephen Anness, discusses his thoughts on markets and outlook for global equities.

    16 May 2024
  • Equities

    Retirement income: Is it time to revisit the 4% rule?

    By Will Ellis

    What percentage of an investment portfolio can retirees withdraw without outliving their money? We look at Bengen’s 4% rule and its relevance for global equity investors.

    8 May 2024
  • Equities

    UK equities: Q1 2024 market review and outlook

    By Martin Walker

    In this video, fund manager Martin Walker discusses what has been happening in UK markets, economic news and recent fund performance, plus his outlook for UK equities.

    30 April 2024
  • Equities

    UK smaller companies: Q1 2024 market review and outlook

    By Robin West

    What were the key events driving the market in Q1 2024 and how did the trust perform? In this video, fund manager Robin West discusses UK interest rates, inflation and recent performance, plus how he sees the economy and market progressing in 2024.

    23 April 2024
  • Equities

    Active management of UK equities: understanding historical underperformance and identifying long term opportunity

    By Neville Pike, Miguel Ucha

    Neville Pike, Product Director, UK Equities analyses the reasons behind why UK equity tracker funds have outperformed active managers and why the long-term outlook for UK active managers, relative to passive funds, remains especially attractive.

    15 April 2024

Frequently asked questions

The concept behind value investing is simple: identify stocks whose value isn’t reflected in the current share price and hold on to them until the broader market recognises what they’re worth.

Valuation-driven investing takes the concept of value investing (holding underappreciated stocks until the broader market recognises their worth) a step further, by taking the future potential of a company into account, in addition to the current business fundamentals. 

Growth stocks have driven equity returns across the world ever since the global financial crisis. However, with persistent inflation and rising interest rates (which typically benefit value stocks), the macroeconomic backdrop is changing, which could favour a value approach.

Passive value investments can offer exposure by tracking an index weighted by fundamental value, as opposed to market cap, which is how indices are typically constructed.

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

  • Data as at 10th October 2023.

    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.