Ronald Zibelli
Chief Investment Officer, Growth Equities, Senior Portfolio Manager
CFA®
Investment approach
Experienced and stable investment team
The strategy is supported by Invesco’s Discovery Growth Team, which manages $23 billion in AUM as of 9/30/24.
Focus on premier growth companies
We invest in companies that lead their industries or pioneer new markets. These companies typically have accomplished management teams and strong growth prospects.
Proactive risk management
Risk awareness is central to our approach. We prioritize diversification to mitigate downside risks, constrain sector weights relative to the index, and maintain a consistent sell discipline.
Benchmark
Russell Midcap Growth Total Return Index
Total composite assets
$6.8 billion as of 3/31/2025
Inception
6/30/2009
Investment philosophy
We believe in generating alpha over a full market cycle by focusing on premier growth companies and proactively managing risk. Our disciplined approach emphasizes diversification, controlled sector exposures, and a robust sell discipline, all aimed at delivering competitive risk-adjusted returns. With seven investment professionals, the team’s long-standing leadership and consistent approach have aim to deliver stability and success across multiple market cycles.
Invesco Mid Cap Growth Team
Why Invesco for equities?
Delivering strong active capabilities across an opportunity set that spans regions and styles.
