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Invesco Eqv European Small Company Fund Class A (ESMAX)

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15.49 -0.10    -0.64%
21/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 92.56M
Type:  Fund
Market:  United States
Issuer:  Invesco
Asset Class:  Equity
Invesco European Small Company A 15.49 -0.10 -0.64%

ESMAX Overview

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

Europe Stock

Total Assets

92.56M

Expenses

1.44%

Inception Date

36769

Investment Strategy

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization European issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. The fund may invest up to 35% of its net assets in securities of European issuers located in emerging market countries, i.e., those that are generally in the early stages of their industrial cycles. The fund invests primarily in equity securities and depositary receipts.

Contact Information

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

Top Executives

Name Title Since Until
Minkun Zhang - 2022 Now
Biography Minkun Zhang, CFA, Portfolio Manager, has been associated with Invesco and/or its affiliates since 2012.
Borge Endresen Portfolio Manager 2002 Now
Biography Borge Endresen joined Invesco in 1999. He was promoted to portfolio manager for international growth and emerging markets strategies in 2002. He was previously an associate financial consultant with Merrill Lynch. Borge Endresen started in the industry in 1995. A native of Stavanger, Norway, Mr. Endresen graduated summa cum laude from the University of Oregon with a Bachelor of Science degree in finance. He earned a Master of Business Administration degree from The University of Texas at Austin. He is a CFA charterholder.
Jason T. Holzer Portfolio Manager (lead) 2000 2021
Biography Jason Holzer is a lead manager and portfolio manager. He began his investment career as an associate with JMB Realty in 1994. He joined Invesco in 1996 as a senior analyst and assumed his portfolio management duties in 1999. Mr. Holzer earned a Bachelor of Arts degree in quantitative economics and a Master of Science degree in engineering-economic systems from Stanford University. He is a CFA charterholder.
Clas G. Olsson Senior Portfolio Manager 2000 2002
Biography Clas Olsson is CIO of Invesco’s International Growth Investment Management Unit and a senior portfolio manager with Invesco. Mr. Olsson joined Invesco in 1994 as an investment officer and international portfolio analyst and was promoted to portfolio manager in 1997. Prior to joining Invesco, he was a regional manager of Atlas Resor and a communications officer in the Royal Swedish Navy. A native of Vasteras, Sweden, Mr. Olsson became a commissioned naval officer at the Royal Swedish Naval Academy and received a bachelor’s degree in business administration from University of Texas-Austin.
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