Latest Q&A Based Profiles ( 23 Interview, 1011 Classes )

International Compounders

Small-Cap > Growth

OPOCX Date - 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

Systematic Approach to Long-Short Investing

Real Estate > NA

FIRIX Date - 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


Date - 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

FGSRX Date - 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

FGROX Date - 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

Infrastructure > NA

FGNRX Date - 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

FFSIX Date - 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

Bespoke Exposure

Science-Technology > NA

FDMAX Date - Jul 7, 2012

A truly balanced approach to risk may have to do away with a lot of the stereotypical notions of risks inherent in a classical balanced portfolio. Scott Wolle, portfolio manager at the Invesco Balanced-Risk Allocation Fund, highlights the importance of economic outcomes when targeting different asset classes as a way

Leveraging Crossover Risks


FDGTX Date - Jul 7, 2012

Investing in corporate bonds offers an opportunity to generate higher income for investors who are prepared to take prudent risks. Charles Burge and the research team at the Invesco Van Kampen Corporate Bond Fund carefully monitor the overall liquidity of the fund but believe at times there can be

Before the Street Does

Large-Cap > Core

DRIPX Date - Mar 3, 2007

The negative consensus among investors and analysts on troubled companies only provokes the interest of Sergio Marcheli, one of the portfolio managers of the Van Kampen American Value Fund. But the final ‘buy’ decisions are taken based on in-depth fundamental analysis, assessment of the management and its chances to turn the
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