ETP Digital assets: The investor’s guide to blockchain and crypto
As blockchain, cryptocurrency, and other digital assets grow into a major industry, we examine this burgeoning asset class for investors.
Equities
Barron’s article: Q&A with Kevin Holt on 25 years of value investing
October 17, 2024
Barron’s recently sat down with Kevin Holt, co-manager of the Invesco Comstock Fund, for a conversation on lessons in value investing he’s learned from more than 25 years of managing the fund.
Key takeaways:
- Applying classic value-investing techniques, the Invesco Comstock Fund management team focuses on identifying a company’s normalized profitability and cash flows. This can involve a 20-year deep dive into the background of the company and its industry.
- The team believes that owning companies that are overly acquisitive, lack strong management teams, or don’t have properly aligned management incentives can significantly hinder a fund’s performance.
- Holt describes where the team is currently finding opportunities among the energy, banking, and healthcare industries.
Read the article to learn more about the team’s latest views.
Related insights
US equity The case for value investing
In today's economic climate, several macroeconomic trends may create favorable conditions for undervalued, fundamentally strong companies.
June 17, 2025
Equities China’s biotech revolution rolls forward to the global frontiers of medical therapeutics
China has made great strides in drug discovery and development. While it’s now a top source of biopharmaceutical innovation, we believe China’s biotech sector is still in its early stages.
June 2, 2025