Fundamental equities

Why partner with us Trusted equities partner for over 75 years

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.

We seek to deliver our best ideas to clients through high conviction portfolios backed by our strong active capabilities and rigorous risk management approach.

Capabilities stretch across market capitalizations, styles, and regions with a long history of uncovering compelling opportunities for our investors.

Strategies managed by teams of professionals who have the independence to pursue alpha and are part of a collaborative culture that fosters sharing ideas.

Our fundamental equities platform manages $291 billion in client assets.¹

Deep and experienced team of over 110 investment professionals.¹

We offer a deep and broad equity product line with 70 strategies.¹

What we offer Fundamental equity products

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 International Growth Fund	Mutual Fund	Large cap	Fact sheet

US fundamental equities

Managing $150 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

Global & International fundamental equities

Invesco has been a trusted partner and leader in global, international, and emerging market equities for more than 50 years. Our product offerings are designed to meet a diverse set of investor needs including global, international and emerging market equity.

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 International Growth Fund	Mutual Fund	Large cap	Fact sheet

Frequently asked questions

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.