Jonathan Edwards - Invesco Value Insider

Invesco Value Opportunities Y -- USA Fund  

USD 14.52  0.1  0.68%

Fund Manager since March 30, 2015

Jonathan Edwards is a portfolio manager for Invesco smallcap value products. Mr. Edwards entered the fi nancial industry in 1993. He joined Invesco in 2001 as a corporate associate working with various fund managers throughout Invesco. He previously worked as a credit analyst with Bank of America. Mr. Edwards earned a BS degree in economics summa cum laude from Texas AandM University and a MBA degree from the McCombs School of Business at The University of Texas at Austin. He is a CFA charterholder.
  Money Manager Since 2015  CFA    

Management Performance (%)

Fund Summary

The fund invests normally in a portfolio of common stocks, preferred stocks and convertible securities. It will normally invest in securities of largecapitalization, midcapitalization and smallcapitalization issuers with market capitalizations equal to or greater than the unweighted median market capitalization of companies in the S&P 1500 Value Index. The fund may invest up to 10% of its net assets in real estate investment trusts and up to 25% of its net assets in securities of foreign issuers, including securities of issuers located in emerging markets countries.The fund is listed under Large Value category and is part of Invesco family.

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Top Management

Invesco Value Opport Leadership Team
Jonathan Edwards, Money Manager, CFA

Fund Performance

Invesco Value Performance Indicators