We are bottom-up stock pickers that seek to identify quality companies at attractive prices, run by aligned managers. We invest across sectors and industries, building high conviction, diversified portfolios that are focused on long term client outcomes.
By investing globally, clients allow themselves the opportunity to invest in some of the most dynamic and exciting businesses in the world – irrespective of domicile. This wide universe allows our investment team to focus on building client portfolios without compromise.
We focus on sustainable, long-term winners that are mispriced or underappreciated by the market.
Good business economics with attractive and plentiful opportunities to reinvest capital at favourable rates of return without excessive financial leverage
Seek to invest alongside talented and aligned managers, who have ‘skin in the game’ through ownership of shares
Buy companies at prices which represent a significant discount to our assessment of intrinsic worth. Price discipline drives favourable risk/ reward
The teams’ IDEAS framework provides a robust and repeatable process, that focuses on rigorous bottom up research. Augmented by collaboration and challenge.
Global equities process insight: Value or Value trap?
Joe Dowling, Fund Manager in Invesco’s Global Equities team outlines the importance of understanding free cash flow when conducting fundamental analysis of companies.
Global equities: Thinking outside the Magnificent Seven
The Magnificent Seven – the supercharged stocks named after the classic Western movie – delivered outstanding returns in 2023. Stephen Anness discusses how his top seven holdings combined to match them.
Global equities stock spotlight: 3i – home of one of Europe’s gems
We believe that we are most likely to deliver consistent performance by focusing on quality, cashflow and price. To illustrate this, we turn the spotlight on multinational private equity firm 3i.
Stephen Anness
BSc in Economics, the Institute Securities Diploma, the Investment Management Certificate from the CFA Society of the UK.
Emily Roberts
First-class degree in Experimental Psychology from the University of Oxford and CFA.
Rob Stabler
BA in Politics & Economics from Newcastle University and the Investment Management Certificate from the CFA Society of the UK.
Siddharth Shah
BSc in Investment & Financial Risk Management from Cass Business School and CFA.
Joe Dowling
BA in Business Administration from the University of Bath and Investment Management Certificate from the CFA Society of the UK.
Andrew Hall
BSc in Economics from Nottingham University and the Investment Management Certificate from the CFA Society of the UK.
Edward Zhou
First-class degree in BSc Economics and CFA.
John Morris
First-Class degree in BSc Business Administration from University of Bath and Level 1 CFA
Yuyang Zhang
MSc in Finance and Economics from Warwick Business School and CFA.
The range of investment strategies and investment vehicles managed by our team are designed to meet the varying requirements of investors.
| Vehicle | Asset class | Region | Focus | Managed by |
|---|---|---|---|---|
| UK ICVCs | ||||
| Invesco Global Equity Fund (UK) |
Equities | Global | Income & Capital Growth | Andrew Hall |
| Invesco Global Equity Income Fund (UK) |
Equities | Global | Income & Capital Growth | Stephen Anness & Joe Dowling (Deputy) |
| Investment trust | ||||
| Invesco Select Trust Plc Global Equity Income Share Portfolio |
Equities | Global | Income & Capital Growth | Stephen Anness |
| SICAVs | ||||
| Invesco Global Equity Income Fund |
Equities | Global | Income & Capital Growth | Stephen Anness & Joe Dowling (Deputy) |
| Invesco Global Founders & Owners Fund |
Equities | Global | Capital Growth | Joe Dowling |
Let us know using this form and one of our specialist team will quickly get back to you.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. For complete information on risks, refer to the legal documents.
ICVCs
Invesco Global Equity Fund (UK): The Fund may use Stock Connect to access China A Shares traded in mainland China. This may result in additional liquidity risk and operational risks including settlement and default risks, regulatory risk and system failure risk.
Invesco Global Equity Income Fund (UK): As one of the key objectives of the fund is to provide income, the ongoing charge is taken from capital rather than income. This can erode capital and reduce the potential for capital growth.
Invesco Global Smaller Companies Fund (UK): The Fund may use Stock Connect to access China A Shares traded in mainland China. This may result in additional liquidity risk and operational risks including settlement and default risks, regulatory risk and system failure risk. The fund invests in smaller companies which may result in a higher level of risk than a fund that invests in larger companies. Securities of smaller companies may be subject to abrupt price movements and may be less liquid, which may mean they are not easy to buy or sell.
Investment trust
Invesco Select Trust plc - Global equity income share portfolio: The product invests in emerging and developing markets, where difficulties in relation to market liquidity, dealing, settlement and custody problems could arise.
SICAVs
Invesco Developed Small and Mid-Cap Equity Fund: Investments in small and medium sized companies involve greater risks than those customarily associated with larger companies.
Invesco Global Founders & Owners Fund: The fund may invest in certain securities listed in China which can involve significant regulatory constraints that may affect the liquidity and/or the investment performance of the fund. The fund invests in a limited number of holdings and is less diversified. This may result in large fluctuations in the value of the fund. As a portion of the fund may be exposed to less developed countries, you should be prepared to accept large fluctuations in the value of the fund.
Invesco Global Small Cap Equity Fund: The fund may invest in certain securities listed in China which can involve significant regulatory constraints that may affect the liquidity and/or the investment performance of the fund. This is a small companies fund, you should be prepared to accept a higher degree of risk than a fund that invests in larger companies. As a portion of the fund may be exposed to less developed countries, you should be prepared to accept large fluctuations in the value of the fund.
This marketing communication is for Professional Clients only.
Data as at 31.10.2023, unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
By accepting this material, you consent to communicate with us in English, unless you inform us otherwise.
For the most up to date information on our ICVC funds, please refer to the relevant fund and share class-specific Key Investor Information Documents, the Supplementary Information Document, the ICVC ISA Terms and Conditions, the financial reports and the Prospectus, which are available using the contact details shown. For details of fund specific risks, please refer to the relevant Key Investor Information Documents/Key Information Documents.
For more information on our SICAV funds and the relevant risks, please refer to the share class-specific Key Information Documents/Key Investor Information Documents (available in local language), the financial reports and the Prospectus, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements.
EMEA3240131/2023
