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The investment seeks capital appreciation. The fund invests primarily in common stock of U.S. companies of any market capitalization size. The fund aims to maintain a diversified portfolio across major economic sectors by applying investment parameters for both sector and position size. The portfolio also includes both growth and value stocks.
Name | Title | Since | Until |
---|---|---|---|
Belinda Cavazos | Portfolio Manager | 2022 | Now |
Biography | Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. | ||
Magnus Krantz | Portfolio Manager | 2014 | Now |
Biography | Magnus Krantz, Portfolio Manager, who has been responsible for the Fund since 2022 and has been associated with Invesco and/or its affiliates since 2019. From 2009 to 2019, Mr. Krantz was associated with Oppenheimer Funds, a global asset management firm. | ||
Joy Budzinski | Vice President | 2014 | Now |
Biography | Budzinski has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. She has served as sector manager for healthcare for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Ms. Budzinski was a healthcare sector manager at RS Investments and Guardian Life Insurance Company. Ms. Budzinski joined Guardian Life Insurance Company in August 2006 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. | ||
Jeffrey A. Everett | Managing Director | 2019 | 2020 |
Biography | Mr. Everett joined Invesco in 2016 from Wells Capital Management, Inc. (WellsCap), and he joined WellsCap in 2012 from EverKey Global Partners, where he served as a founding managing partner and managing member since 2007. Prior to joining EverKey, Mr. Everett served as the president of Templeton Global Advisors Limited. Earlier in his career, Mr. Everett was part of Templeton's research group and was previously employed by First Pennsylvania Bank as an equity and convertible bond analyst. He began his investment industry career in 1987. | ||
Benjamin E. Ram | Portfolio Manager | 2014 | 2017 |
Biography | Benjamin Ram is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Ram was sector manager for financial investments and a co-portfolio manager for mid-cap portfolios with the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as Portfolio Manager Mid Cap Strategies, Sector Manager Financials at The Guardian Life Insurance Company of America from January 2006 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Ben holds an M.B.A. from John Hopkins University and a B.A. in economics from the University of Maryland. | ||
Manind V. Govil | Portfolio Manager | 2009 | 2014 |
Biography | Manind Govil, CFA , is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was the Main Street Team Leader and a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Govil was a portfolio manager with RS Investment Management Co. LLC from October 2006 until March 2009. He served as the head of equity investments at The Guardian Life Insurance Company of America from August 2005 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. He holds an M.B.A from the University of Cincinnati and a B.Comm. degree from the University of Bombay, India. Mani is a CFA charterholder. | ||
Anthony W. Gennaro | Portfolio Manager | 2009 | 2013 |
Biography | Anthony is lead manager of the Ave Maria World Equity Strategy and a Senior Equity Analyst responsible for equity research functions. Before joining Schwartz Investment Counsel, Inc. he was with Wallington Asset Management, where he was responsible for equity research. Earlier, he had similar roles at RS Investments, Oppenheimerfunds, and Principal Global Investors. His career began in the assurance and advisory services division of Ernst & Young LLP. Anthony has a Bachelor of Science degree in Accounting from Albright College and a Master of Business Administration degree from Indiana University. He has earned the Chartered Financial Analyst designation and is a Certified Public Accountant. He also serves on the advisory board of the Reese Fund at Indiana University. | ||
Marc Reinganum | Senior Managing Director | 2008 | 2009 |
Biography | Marc R. Reinganum, Ph.D., is a Senior Managing Director of State Street Global Advisors and the Global Head of Active Equities Developed Markets. In this role, he oversees all aspects of active portfolio management and research for global and regional developed market equity strategies including All Country World Index ones (ACWI). Marc manages investment professionals in teams located across four continents. He also assumed direct management of SSgA U.S. Dynamic Small Cap Mutual Fund (SVSCX) toward the end of 2010, propelling this fund to a Wall Street Journal category King designation for its 2011 performance. Prior to joining SSgA at the end of 2009, Marc was co-Head of the Main Street Team and Senior Portfolio Manager and Director of Quantitative Research at OppenheimerFunds, where his group managed $30+ billion in small-cap, large-cap and multi-cap strategies. Marc is recognized as a leader by peers in the industry, currently serving as Executive Vice President of the Institute for Quantitative Research in Finance (Q-Group), and a member of the Economic Club of New York and the Chicago Quantitative Alliance. He has served on the Investment Committee for the Endowment at SMU University and currently serves on the Investment Committee of Bryn Mawr College. Dr. Reinganum was the Mary Jo Vaughn Rauscher Chair in Financial Investments at SMU, where he also served as President of the Faculty of the Cox School of Business, Chairman of the Finance Department and Director of the Financial Markets Institute. Marc previous teaching experience includes the University of Iowa, the University of Southern California and the University of Chicago. Marc is known as a founding father of stock market anomalies, and particularly the so-called mall Firm Effect. For this pathbreaking research, the Financial Analysts Federation (forerunner to AIMR) honored him with a Graham and Dodd Scroll. Marc has served on the editorial boards and as an ad hoc reviewer for numerous academic and practitioner journals. Marc recent volunteer activities include the President Advisory Council at Oberlin College and the Parent Councils of Swarthmore, Bryn Mawr and Hampshire Colleges. He is currently a board member of the Founders Council at ArtsEmerson and a member of the Massachusetts Council on Economic Education Advisory Board. Dr. Reinganum earned his A.B. with High Honors from Oberlin College (Phi Beta Kappa), and an MBA (Beta Gamma Sigma) and Ph.D. from the University of Chicago. | ||
Mark Zavanelli | vice president/portfolio Manager | 2003 | 2009 |
Biography | Mark Zavanelli is a Chartered Financial Analyst with over 20 years of experience in the investment management industry. He joined ZPR Investment Management, Inc. as President in October 2011. Prior to that he was a Senior Portfolio Manager at OppenheimerFunds, where he managed over $16 billion in mutual fund assets as part of the Main Street team. | ||
Nikolaos Monoyios | Senior Vice President | 2000 | 2008 |
Biography | Monoyios is a senior vice president of Oppenheimer since 2003 and was formerly a vice president of Oppenheimer from 1998 to 2003. He joined the firm in 1998. Previously, Monoyios was a portfolio manager at Guardian Investor Services, the investment management subsidiary of The Guardian Life Insurance Company for over 17 years. Monoyios holds the Chartered Financial Analyst designation. |
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