Systematic Approach to Long-Short Investing
Invesco Long-Short Equity Fund
International> Real Estate > NA
Sep 05, 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
Invesco Global Targeted Returns Fund
US> Mid-Cap > Core
Jun 03, 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
Invesco Convertible Securities Fund
US> Large-Cap > Growth
Oct 14, 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 the stage to capture the next market uptick, but to do that on a consistent basis requires an investment process and an approach.
Downside Protection and Upside Participation
Invesco Equity and Income Fund
US> Multi-Cap > Growth
Sep 09, 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 normal levels, are under appreciated by investors, but are going through a positive change.
Dedicated Loan Specialists
Invesco Floating Rate Fund
Global> Infrastructure > NA
Jul 31, 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 the Invesco Floating Rate Fund and is part of a team of seasoned loan professionals who are dedicated sector specialists and select loans based on their disciplined investment process.
Global Relative Real Estate Values
Invesco Global Real Estate Income Fund
US> Business/Financial Services > NA
Apr 17, 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 around the world that offer superior relative values.
Invesco Balanced-Risk Allocation Fund
US> Science/Technology > NA
Jul 13, 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 of achieving positive returns and downside protection.
Leveraging Crossover Risks
Invesco Van Kampen Corporate Bond Fund
US> NA > NA
Jul 09, 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 significant opportunities in under-followed and somewhat less liquid companies with the benefits of improving fundamentals and better risk reward profiles.
Before the Street Does
Van Kampen American Value Fund
US> Large-Cap > Core
Mar 05, 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 company around, and the mandatory presence of a positive catalyst. That strategy aims to discover the success stories before everyone else on the Street.
Developing Strength in Developing Markets
AIM Developing Markets Fund
Global> Science/Technology > NA
Feb 22, 2007
AIM Developing Markets Fund managers Steve Cao and Borge Endresen believe emerging markets fundamentals have dramatically improved. That’s why they are comfortable with a growth-style investment process that emphasizes bottom-up stock selection. Volatility is not a thing of the past, but long-term investors may be amply rewarded for enduring that volatility. With low correlation to the U.S. market, the fund may provide a diversification benefit to the U.S. investor.
Growth in the Middle
AIM Capital Development Fund
US> Small-Cap > Core
Aug 15, 2006
Growth stocks may bring great returns, but they usually come with more volatility and risks. With that in mind, AIM Capital Development Fund looks for sustainable growth at a reasonable price in the mid-cap space. The fund places a strong emphasis on cash flow reinvestment, balance sheet metrics, return on capital, and overall shareholder profitability.
Challenging Wall Street's Assumptions
AIM Large Cap Growth Fund
US> Large-Cap > Growth
May 05, 2006
It’s very difficult to have a competitive advantage in the large-cap area, where there is plenty of information available and everyone knows the companies well. AIM Large Cap Growth Fund, however, is trying to outperform its peers by better risk management. Relying on a balanced, unemotional, objective, bottom-up process, the fund uses hard facts to find investment opportunities and to identify stocks where Wall Street consensus may be wrong.
AIM Diversified Dividend Fund
US> Large-Cap > Value
Sep 23, 2005
The management team of AIM Diversified Dividend Fund believes that dividend-paying stocks may represent a valuable component of a successful portfolio, both to maximize total return and mitigate volatility. AIM Diversified Dividend is a large-cap core fund that seeks to provide consistent performance throughout all market environments by balancing long-term capital appreciation, dividend income and capital preservation.
European All-Cap Beyond Borders
AIM European Growth Fund
US> Multi-Cap > Core
Sep 20, 2005
AIM manages two European funds with compelling track records, the AIM European Growth Fund and AIM European Small Company Fund. Here Clas Olsson, Senior Portfolio Manager on AIM European Growth Fund discusses how their disciplined investment process has helped them navigate well across numerous borders, sectors, market cap sizes, accounting standards and cultures – it’s all about focus and Earnings, Quality and Valuation!
Beyond Oil Prices
AIM Energy Fund
US> Large-Cap > Value
Jun 08, 2005
Since 1984, AIM Energy Fund has focused on companies that can benefit from rising oil and gas demand and limited, dwindling supplies. The fund, through its conservative and disciplined approach, looks to invest in energy companies that can increase production while controlling costs. John Segner, who has run the portfolio since 1997, primarily focuses on oil and gas exploration, distribution and services companies.
AIM Global Healthcare Beats the S&P 500
AIM Global Healthcare Fund
US> Small-Cap > Value
Jun 19, 2003
An investment five years ago in AIM's Global Healthcare Fund headed by Michael Yellen not only topped more than 75% of funds in the category, it also topped the S&P 500 by a wide 22% differential for the period.
Always on the Lookout
AIM Basic Value Fund
US> Small-Cap > Core
Mar 02, 2003
Although a value manager, Matt Seinsheimer always has his eyes open for an opportunity that will give an extra boost to the $4.5 billion AIM Basic Value Fund. In a recent interview, Seinsheimer told TICKER he thinks the fund is well positioned for an economic recovery.
The Aim Is to Optimize, Not Maximize
AIM Mid Cap Core Equity Fund
US> Small-Cap > Value
Feb 04, 2003
AIM Mid Cap Core Equity Fund is aiming to provide outperformance of its relative benchmark - the Russell Mid-Cap Index - with lower volatility. Lead manager Ronald S. Sloan told Ticker he is not looking to 'swing for the fences.' The Fund's main focus is on optimization not maximization. That strategy has paid off well with above average three- and five-year annualized returns.
A Bold and Cautious Combination
Van Kampen Equity Income Fund
US> Mid-Cap > Core
Feb 01, 2003
James Gilligan heads a team of equity and bond managers for the Van Kampen Equity and Income Fund. The long-term performance has placed the portfolio among the top two percent of hybrid funds for the past 11 years.
Relative Value with Thematic Views
Invesco High Yield Fund
US> Small-Cap > Growth
Jan 13, 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 portfolio of high yield bonds, combining bottom-up security selection with economic outlook in order to stay ahead of credit and business cycles.
Research-Driven, Global Collaboration
Invesco Corporate Bond Fund
> NA > NA
Feb 22, 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
Invesco Growth and Income Fund
US> Mid-Cap > Value
Jul 24, 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.