Kevin Holt
Chief Investment Officer, US Value Equities Senior Portfolio Manager
CFA®
Investment approach
Long tenured team with a leading value platform
$49 billion in assets as of March 31, 2024 and 15 investment professionals across three distinct teams.
Contrarian value approach
We identify market dislocations using distinct valuation criteria by sector. We then conduct deep fundamental analysis to identify root causes of company weakness, what factors will reverse headwinds, assess capital allocation decisions, and project normalized earnings/free cash flow.
Dedicated to continuous improvement
The team's decades of experience enables managers to navigate and adapt to the changing market.
Benchmark
Russell 1000® Value Total Return Index
Total composite assets
$16.1 billion as of 3/31/2025
Inception
11/30/1996
Investment philosophy
The investment team takes a contrarian approach to market-based pricing strategies. Through bottom-up, highly active stock selection, we focus on identifying undervalued stocks across all sectors, creating a high conviction portfolio. We believe stocks generally do not trade at meaningful discounts to intrinsic value without facing challenges. We seek to capitalize on these temporary dislocations to deliver long term performance.
Invesco Large Cap Value Team
Why Invesco for equities?
Delivering strong active capabilities across regions, styles, and market capitalizations.
