We maintain our valuation discipline and our focus on companies with competitive advantages and skilled management teams that are executing better than their peers. These companies historically ...

Zibelli has managed this strategy since May 2006 and has managed Invesco Discovery Mid Cap Growth since June 2007. Before that, he was at Merrill Lynch, where he was leader of the small-growth team.

At the end of 2024, George Evans, who has one of the longest tenures of any international fund manager, will retire from Invesco. Evans was named manager of Invesco Oppenheimer International ...

Built for long-term success. Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis.

The capital market assumptions and asset-allocation processes of the Invesco Select Risk series serve as a basis for this strategy. However, an efficient frontier that emphasizes sources of income ...

Delano, who joined Oppenheimer (which merged with Invesco in 2019) in 2007, served as comanager with Bhaman for two years prior to taking over as sole manager. He’d been an analyst on the fund ...

Under Butcher’s leadership, legacy teams from Invesco and 2019 acquisition OppenheimerFunds have deepened their collaboration; for instance, Sergey Davalchenko joined in 2024 to lead the newly ...

It earns an Above Average People rating. Invesco hired veteran manager Peter Santoro in 2021 to replace long-time lead manager Meggan Walsh here and at sibling Invesco Dividend Income IFUTX.

Zibelli has fostered more collaboration between this fund's team and the team behind his other large-growth fund, Invesco Capital Appreciation, which also has an Average Process rating.

Invesco Summit Fund earns a Low Process Pillar rating. The main driver of the rating is the fund's unimpressive long-term risk-adjusted performance. This can be seen in its five-year alpha ...

Hubbard heads up the group. The most seasoned of the bunch, he has managed portfolios for Invesco since 2007. Jeanette started as a portfolio manager in 2008 and leads the equity group under Hubbard.

Invesco Charter Fund earns a Low Process Pillar rating. The most significant detractor from the rating is the fund's unremarkable long-term risk-adjusted performance. This can be seen in its five ...