Offering investors a broad range of actively managed equities through a diversified global platform.
Our fundamental equities platform manages $279 billion in client assets.1
130 investment professionals located in offices across North America, Europe and Asia.1
We offer a broad range of client solutions across 60 different strategies.1
Invesco has been a trusted partner in fundamental equity investing for over 75 years. Offering investors choice and versatility, our diversified global platform has scale, scope, and depth with strong actively-managed capabilities that span regions, styles, and market capitalizations.
| Ticker | Fund name | Vehicle | Market Cap | Download |
|---|---|---|---|---|
| ACSDX | Invesco Comstock Fund | Mutual Fund | Large cap | Fact sheet |
| VVOIX | Invesco Value Opportunities Fund | Mutual Fund | Mid cap | Fact sheet |
| OEGYX | Invesco Discovery Mid Cap Growth Fund | Mutual Fund | Mid cap | Fact sheet |
| ODIYX | Invesco Discovery Fund | Mutual Fund | Small cap | Fact sheet |
| VSMIX | Invesco Small Cap Value Fund | Mutual Fund | Small cap | Fact sheet |
| OIGYX | Invesco Oppenheimer International Growth Fund | Mutual Fund | Large cap | Fact sheet |
Managing $149.5 billion in client assets, we seek to deliver our best ideas to clients through high-conviction investment approaches that stretch across market capitalizations and investment styles. Our domestic equities platform consists of three distinct teams comprised of 51 professionals averaging 24 years of industry experience and an average of 12 years with the firm.
| Ticker | Fund name | Vehicle | Market Cap | Download |
|---|---|---|---|---|
| ACSDX | Invesco Comstock Fund | Mutual Fund | Large cap | Fact sheet |
| VVOIX | Invesco Value Opportunities Fund | Mutual Fund | Mid cap | Fact sheet |
| OEGYX | Invesco Discovery Mid Cap Growth Fund | Mutual Fund | Mid cap | Fact sheet |
| ODIYX | Invesco Discovery Fund | Mutual Fund | Small cap | Fact sheet |
| VSMIX | Invesco Small Cap Value Fund | Mutual Fund | Small cap | Fact sheet |
| OPMYX | Invesco Main St. Small Cap Fund | Mutual Fund | Small cap | Fact sheet |
| LCEYX | Invesco Diversified Dividend Fund | Mutual Fund | Large cap | Fact sheet |
| VAFIX | Invesco American Franchise Fund | Mutual Fund | Large cap | Fact sheet |
Invesco has been a trusted partner and leader in global, international, and emerging market equities for more than 50 years. We have an array of product offerings designed to meet a diverse set of investor needs including global, international and emerging market equity. Comprised of 4 distinct teams our professionals average 11 years with the firm and 19 years of industry experience.
| Ticker | Fund name | Vehicle | Market Cap | Download |
|---|---|---|---|---|
| OGLYX | Invesco Global Fund | Mutual Fund | Large cap | Fact sheet |
| AIIYX | Invesco EQV International Equity Fund | Mutual Fund | All cap | Fact sheet |
| OSMYX | Invesco International Small-Mid Company Fund | Mutual Fund | Small-Mid cap | Fact sheet |
| IEGYX | Invesco EQV International Small Company Fund | Mutual Fund | Small cap | Fact sheet |
| ODVYX | Invesco Developing Markets Fund | Mutual Fund | Large cap | Fact sheet |
| OIGYX | Invesco Oppenheimer International Growth Fund | Mutual Fund | Large cap | Fact sheet |
Fundamental equity strategies typically focus on the health of a company’s business when investing in individual stocks. Systematic equity strategies, meanwhile, employ structured, rules-based quantitative models and algorithms to make investment decisions.
It involves analyzing a company’s fundamental strength through earnings, profit margins, intangible assets, competitive moat, and other factors. In other words, a company’s fundamentals determine which stocks are the most attractive for investing.
Yes, value is one of the oldest, well-known fundamental approaches to investing. Value investors typically look for undervalued companies by examining fundamental metrics like the price-to-earnings (P/E) ratio.
Other approaches that typically fall under fundamental equity investing include investing in companies with high growth, revenue, cash flow, and dividends. Growth investors usually focus on companies with higher P/E ratios that are growing revenue quickly. While income investors who want exposure to more stable, mature companies may target the strategy’s dividend aspect.
Think value and growth — not just value or growth
While growth has outperformed value for an extended period, signs are pointing to a potential reversal in leadership. Plus, it always makes sense to be diversified.
China’s remarkable policy shift is just one part of the bigger picture
China’s significant policy shift is light on details, but it could be very positive for the economy. However, our bullish stance on our China holdings doesn’t depend on these policies.
Barron’s article: Q&A with Kevin Holt on 25 years of value investing
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.
Podcast: Are the Magnificent 7 giving way to the Great Rotation?
The second quarter saw small-cap earnings edge out large-cap earnings. And growing evidence suggests this trend could continue.
Narratives vs. numbers: What’s the real story in China and India?
China and India have experienced massive divergence in stock market performance over the past few years. Here’s how we view the opportunities in each market today.
As of March 31, 2024. Equity AUM figures include all assets under advisement, distributed and overseen by Invesco.
Important information
In general, stock values fluctuate, sometimes widely, in response to activities specific to the company as well as general market, economic and political conditions.
The risks of investing in securities of foreign issuers, including emerging market issuers, can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.
Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a derivative could lose more than the cash amount invested. Stocks of small and mid-sized companies tend to be more vulnerable to adverse developments, may be more volatile, and may be illiquid or restricted as to resale.
A value style of investing is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.
These funds are subject to certain other risks.
The funds are subject to certain other risks. Please see the current prospectus for more information regarding the risks associated with an investment in the fund.
There is no guarantee that forecasts will come to pass.
All data sourced to Invesco unless otherwise stated.
Diversification does not guarantee a profit or eliminate the risk of loss.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
Not all products and services available in all jurisdictions. Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses.
For this and more complete information about the fund(s), investors should ask their financial professional for a prospectus/summary prospectus or visit invesco.com/fundprospectus.
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
