Offering investors a broad range of actively managed equities through a diversified global platform.
Our fundamental equities platform manages $274 billion in client assets.1
125 investment professionals located in offices across North America, Europe and Asia.1
We offer a broad range of client solutions across 75 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.
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 investment teams with significant expertise across sectors and disciplines.
Invesco has been a trusted partner and leader in global investing for more than 50 years. Our array of product offerings, including global, international, and emerging market equities, is designed to meet a diverse set of investor needs.
Fund Name |
Ticker |
Objective and strategy |
Download |
|---|---|---|---|
ACSDX |
The fund seeks total return through growth of capital and current income. |
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VVOAX |
The fund seeks total return through capital growth and current income by investing primarily in a portfolio of common stocks and other equity securities of mid-cap value companies. |
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VSCAX |
The fund seeks long-term capital growth by investing primarily in a portfolio of equity securities of small-cap companies that the fund’s investment adviser believes are undervalued. |
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OEGAX |
The fund seeks capital appreciation. The strategy typically invests in mid-cap US growth stocks. |
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OPOCX |
The fund seeks capital appreciation. The strategy typically invests in small-cap US growth stocks. |
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OSCAX |
The fund seeks capital appreciation. The strategy typically invests in small-cap US company stocks. |
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LCEAX |
The fund seeks long-term capital growth and, secondarily, current income by employing a total return approach, emphasizing capital appreciation, current income, and principal preservation. The fund may act as a foundation for investors' portfolios. |
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ACEIX |
The fund’s investment objective is current income and, secondarily, capital appreciation. |
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OIGAX |
The fund seeks capital appreciation. The strategy typically invests in a mix of foreign growth stocks. |
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AIIEX |
The fund seeks long-term capital growth by investing in a diversified portfolio of reasonably priced, quality international companies with strong fundamentals and sustainable earnings growth. |
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OSMAX |
The fund seeks capital appreciation. This strategy typically invests in international small- and mid-company stocks. |
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ODMAX |
The fund seeks capital appreciation. The strategy typically invests in emerging and developing market stocks. |
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.
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A lower recession risk should benefit value investing in the near term, while moderate interest rates and inflation would be a longer-term tailwind, in our view.
Podcast: Are you ignoring these 13,000 growth opportunities?
We discuss misperceptions US investors may have about international small- and mid-cap stocks, and where our portfolio managers see opportunities in this often-overlooked space.
Podcast: A conversation with the CEO of Yum China
Justin Leverenz of our Emerging Markets Equity Team talks with Joey Wat, CEO of Yum China, about the spectacular rise of the Chinese consumer, the formulas for anticipating and meeting the needs of Chinese customers, and much more.
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.
