Latest Q&A Based Profiles ( 23 Interview )


International Compounders

Small-Cap > Growth

Invesco Oppenheimer International Small-Mid Company Fund

OPOCX

Apr 4, 2020

The fragile structure of financial markets often leaves them exposed to unpredictable swings, which at times can be rather extreme. However, a portfolio of financially strong companies with a long-term growth outlook has the potential to position investors for a smoother journey. David Nadel, portfolio manager of the Invesco Oppenheimer

Relative Value with Thematic Views

Small-Cap > Growth

Invesco High Yield Fund

ALSCX

Jan 1, 2017

The high yield bond market tends to wilt at a rate that is faster than most investors can react to when economic recessions set in generating negative portfolio returns. Scott Roberts, portfolio manager of the Invesco High Yield Fund, and a team of sector based research analysts maintain a pure

Research-Driven, Global Collaboration

NA > NA

Invesco Corporate Bond Fund

Feb 2, 2016

In the complex world of fixed-income investing, research capabilities play a key role in generating long-term performance. Portfolio managers Matthew Brill, Chuck Burge and Michael Hyman work actively with a global team of dedicated researchers to find securities that can steer clear of potential pitfalls. 

Relative Value with Focus on Risk and Reward

Mid-Cap > Value

Invesco Growth and Income Fund

ACMYX

Jul 7, 2015

 The market and companies experience cycles—and this creates investment opportunities. Thomas Bastian and his team at the Invesco Growth and Income Fund look for out-of-favor companies that have a catalyst in place to potentially regain appreciation and generate wealth in the process for patient investors. 

Systematic Approach to Long-Short Investing

Real Estate > NA

Invesco Long-Short Equity Fund

FIRIX

Sep 9, 2014

Long/Short funds are now available to individual investors through mutual funds. Invesco Long/Short Equity Fund is managed by a team of managers who follow proprietary models and select a balance of longs and shorts, industry allocation and market exposure.

Seeking Constant Diversifiers

NA > NA

Invesco Global Targeted Returns Fund

Jun 6, 2014

Traditional stocks and bond funds generate returns that are reflective of their asset classes and are subjected to the volatility that come with the risks they take. David Millar and his team aim to provide equity like returns with half the volatility of global equities using an unconstrained research process.

Balanced Risk Reward Through Convertibles

Large-Cap > Growth

Invesco Convertible Securities Fund

FGSRX

Oct 10, 2013

Financial markets are prone to periodic sell-offs and quite often how fund managers manage these market declines determine the long-term returns in funds. Convertibles offer participation in the upside and potential to avoid large parts of market downturns. Investors often overlook the fact that avoiding most of the downturn sets

Downside Protection and Upside Participation

Multi-Cap > Growth

Invesco Equity and Income Fund

FGROX

Sep 9, 2013

The stock market is often driven by perceptions and expectations. Investors with a long-term outlook can take advantage of companies that are going through a change that is still not visible in financial metrics. Tom Bastian and his team of researchers look for companies that are attractively valued, earning below

Dedicated Loan Specialists

NA > NA

Invesco Floating Rate Fund

Jul 7, 2013

Floating rate funds invest in loans that are senior in right of payment to all other debtors and have very little duration risk. At the same time, the loans are to non-investment grade companies and will expose investors to volatility. Tom Ewald is the Senior Portfolio Manager of

Global Relative Real Estate Values

Business-Financial Services > NA

Invesco Global Real Estate Income Fund

FFSIX

Apr 4, 2013

Commercial real estate securities are a $2 trillion investing opportunity. However it also requires an understanding of underlying property markets as well as the corporate capital structure and management that lead these companies. Joe Rodriguez and Darin Turner lead a team of managers and analysts to identify securities and companies