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Invesco Oppenheimer International Small-Mid Company Fund - Keywords


INVESTMENT PHILOSOPHY

  • Seeking Consistent Returns
  • Long-Term Investor
  • Quality Focus
  • Research Driven
  • Disciplined Investing
  • Protection First
  • Patient Investor
  • International Developed Markets
  • Emerging Markets

INVESTMENT FOCUS

  • Developed and Emerging Markets
  • Quality Focus
  • Growth and Quality
  • Small-Cap and Mid-Cap Growth
  • Steady Earnings Compounders

INVESTMENT PROCESS

  • Balance Sheet Analysis
  • Company Visits
  • Bottom-Up Selection
  • Smid Growth
  • Measuring Visible Earnings Revisions
  • Earnings Power Analysis
  • Geographic Teams
  • Fundamental Analysis
  • Qualitative Analysis
  • Steady Performers
  • Quantitative Analysis
  • Industry Trends
  • Niche Leaders
  • Asset Light
  • Profit Consistency

RESEARCH PROCESS

  • Fundamental Analysis
  • Company Ranking System
  • Barrier to Entry
  • Core Business Runway
  • Free Cash Flow Analysis
  • Pricing Power
  • Superior and Sustainable Growth
  • Qualitative and Quantitative Screening
  • Trend and Volatility of Business Metrics
  • Earnings Growth
  • Deep Dive Research
  • Understanding Macroeconomic Influences
  • Sector Dynamics
  • Competitive Positioning
  • Management Ethos
  • Track Record Of Operational Efficiency

PORTFOLIO CONSTRUCTION

  • Geographically Diversified
  • Emerging Markets
  • Developed International Markets
  • Let Winners Run
  • Team Based Process
  • Steady Growers
  • Oligopolies
  • Tech Edge

RISK CONTROL

  • Diversification
  • Permanent Loss of Capital
  • Position Size
  • Never Compromise on Quality
  • Deep Research Driven
  • Diversified Customer Base
  • Disciplined Investment Process