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Invesco Value Opportunities Fund Class A (VVOAX)

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24.04 +0.48    +2.04%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Invesco
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.9B
Invesco Value Opp A 24.04 +0.48 +2.04%

Invesco Value Opportunities Fund Class A Overview

 
On this page you'll find an in-depth profile of Invesco Value Opportunities Fund Class A. Learn about the key management, total assets, investment strategy and contact information of VVOAX among other information.
Category

Mid-Cap Value

Total Assets

2.9B

Expenses

1.08%

Inception Date

37067

Investment Strategy

The investment seeks total return through growth of capital and current income. The fund normally invests in a portfolio of common stocks, preferred stocks and convertible securities. The fund may invest in securities of issuers of any market capitalization; however, under normal market conditions, it invests a substantial portion of its assets in securities of mid-capitalization issuers. The fund may invest up to 10% of its net assets in real estate investment trusts (REITs) and up to 25% of its net assets in securities of foreign issuers, including securities of issuers located in emerging markets countries.

Contact Information

Address 11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Phone (800) 659-1005

Top Executives

Name Title Since Until
Jonathan Edwards Portfolio Manager 2015 Now
Biography Jonathan Edwards is a portfolio manager for Invesco small-cap 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 Bachelor of Science degree in economics, summa cum laude, from Texas A&M University and a Master of Business Administration degree from the McCombs School of Business at The University of Texas at Austin. He is a CFA charterholder.
Jonathan Mueller Portfolio Manager 2015 Now
Biography Jonathan Mueller is a portfolio manager for Invesco small-cap value products. Jonathan Mueller joined Invesco in 2001. Mr. Mueller served as a senior equity analyst before being promoted to portfolio manager in 2009. He was an audit senior for Arthur Andersen LLP from 1997 to 1999. Mr. Mueller earned a Bachelor of Business Administration degree in accounting from Texas Christian University and a Master of Business Administration degree in finance from The University of Texas at Austin. He is a Certifi ed Public Accountant and a CFA charterholder.
R. Canon Coleman Senior Portfolio Manager 2015 2018
Biography Senior Portfolio Manager R. Canon Coleman II is the lead manager for Invesco small-cap value products. Mr. Coleman joined Invesco in 1999 in the corporate associate rotation program, working with fund managers throughout Invesco. He previously worked as a CPA with Deloitte & Touche. Mr. Coleman earned Bachelor of Science and Master of Science degrees in accounting from the University of Florida. He also earned a Master of Business Administration degree from the Wharton School at the University of Pennsylvania and is a CFA charterholder.
Yoginder Kak Portfolio Manager 2011 2015
Biography Yogi Kak is a portfolio manager for Invesco large- and all-cap value strategies. Mr. Kak has been in the fi nancial industry since 1998. Prior to joining Invesco in 2011, he was a senior equity research analyst on the value team at Alliance Bernstein and a director at Goldin Associates. He was a project engineer at Siemens before entering the fi nancial industry. He earned a Bachelor of Technology degree in electrical engineering from the Institute of Technology, Banares Hindu University and a Master of Business Administration degree from Tulane University. He is a CFA charterholder.
Jason S. Leder Senior Portfolio Manager 2001 2015
Biography Jason Leder is a senior portfolio manager for Invesco large- and all-cap value strategies.He is lead manager for Invesco’s all-cap value products. Mr. Leder joined Invesco in 2010. He previously joined Van Kampen in 1995, where he served as a portfolio manager for the U.S. value strategy. He was also a securities analyst at Salomon Brothers and held similar positions at Fidelity Management and Research, Gabelli and Co. and Austin, Calvert and Flavin. He earned a bachelor’s degree from the University of Texas and a Master of Business Administration degree from Columbia University. He is a CFA charterholder and a member of the CFA Institute and the Houston Society of Financial Analysts.
Matthew W. Seinsheimer Portfolio Manager 2010 2014
Biography Matt Seinsheimer is Portfolio manager of Invesco and/or its affiliates since 2000. Mr. Seinsheimer joined Invesco as a senior analyst in 1998. He began his investment career in 1992 as a fixed-income trader at Neuberger & Berman. In 1995, he joined American Indemnity Co., where he served as a portfolio manager on both fi xed-income and equity portfolios. Mr. Seinsheimer joined Invesco as a senior analyst in 1998 and assumed his current responsibilities in 2000. Mr. Seinsheimer has a BA from Southwestern Methodist University and an MBA from The University of Texas at Austin. He is a CFA charterholder.
Devin E. Armstrong Portfolio Manager (co-lead) 2007 2014
Biography Devin Armstrong, CFA (co-lead manager), Portfolio Manager, who has been responsible for the Fund since 2010 and has been associated with Invesco and/or its affiliates since 2010. From 2007 to 2010, he was associated with Morgan Stanley Investment Advisors Inc. in an investment capacity. Prior to 2007, he was associated with Morgan Stanley Investment Advisors Inc. in a research capacity. He previously joined Morgan Stanley in 2004, where he served as a member of the U.S. Research team before becoming a portfolio manager. Before joining Morgan Stanley, he was also a Portfolio Manager at Van Kampen Asset Management Inc. He was a research associate at William Blair & Company. From 1999 to 2002, he served as a senior analyst at Ibbotson Associates. Mr. Armstrong earned a Bachelor of Science degree in psychology and finance from the University of Illinois and a Master of Business Administration degree in finance from Columbia University. He is a CFA charterholder.
James N. Warwick Portfolio manager 2007 2014
Biography James Warwick is a portfolio manager for Invesco large- and all-cap value strategies. He joined Invesco in 2010. Mr. Warwick previously joined Van Kampen in 2002, where he served as a portfolio manager for the Multi Cap Value team, responsible for managing the separately managed accounts and cash levels of the various portfolios that comprised the U.S. Value strategy. He also served as a portfolio specialist for the team. Prior to that, he worked at AIM Management Group. Mr. Warwick earned a Bachelor of Business Administration degree from Stephen F. Austin State University and a Master of Business Administration degree from the University of Houston.
Kevin C. Holt Senior Portfolio Manager 2001 2014
Biography Kevin Holt, CFA (co-lead manager), Portfolio Manager, who has been responsible for the Fund since 2010 and has been associated with Invesco and/or its affiliates since 2010. Mr. Holt was previously Managing director and portfolio manager for the U.S. value strategy at Van Kampen, which he joined in 1999 and was portfolio manager of the Portfolio since April 2005. Before joining Van Kampen, he served as a senior research analyst at Strong Capital Management and as a portfolio manager/research analyst at Citibank Global Asset Management. He began his career as a senior financial analyst for Harris Trust and Savings Bank. Mr. Holt earned a bachelor’s degree from the University of Iowa and a Master of Business Administration degree from the University of Chicago Graduate School of Business. He is a CFA charterholder and a member of the CFA Institute and the Houston Society of Financial Analysts.
B. Robert Baker Managing Director 2001 2009
Biography Baker is a managing director and portfolio manager with Morgan Stanley Investment Management Inc., his employer since 1991. Prior to that, he spent five years as a vice president and portfolio manager with Variable Annuity Life Insurance Company and seven years as an assistant vice president with Tenneco Financial Services. Baker holds the Chartered Financial Analyst designation.
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