Jason Holzer - Invesco Global Fund Manager
Jason Holzer is Fund Manager at Invesco Global Small
Steve Cao is a senior portfolio manager for Invesco internationalglobal growth strategies. He began his investment career in 1993 as an international equity analyst specializing in Asian securities at Boatmens Trust Co. In 1997, he joined Invesco and continued as an international equity analyst with a focus on Asia and Latin America until assuming his present duties in 1999. A native of Tianjin, China, Mr. Cao earned a Bachelor of Arts degree in English from the Tianjin Foreign Language Institute and a MBA from Texas AM University. He is a CPA and a CFA.
| Phone | 800-959-4246 |
Invesco Global Management Performance (%)
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Invesco Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Invesco Global a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 16.89 X | |||
| Price To Book | 2.05 X | |||
| Price To Sales | 1.21 X | |||
| Total Asset | 333.6 M | |||
| One Year Return | (14.11) % | |||
| Three Year Return | (2.36) % | |||
| Five Year Return | (0.75) % | |||
| Ten Year Return | 3.93 % | |||
| Net Asset | 333.6 M | |||
| Minimum Initial Investment | 1 K |
Pair Trading with Invesco Global
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Global will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Kimberly Clark could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Kimberly Clark when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Kimberly Clark - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Kimberly Clark to buy it.
The correlation of Kimberly Clark is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Kimberly Clark moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Kimberly Clark moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Kimberly Clark can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Invesco Global Small information on this page should be used as a complementary analysis to other Invesco Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Other Consideration for investing in Invesco Mutual Fund
If you are still planning to invest in Invesco Global Small check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Invesco Global's history and understand the potential risks before investing.
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