Invesco All Cap Market Neutral is a high-conviction strategy that seeks to minimize investors’ exposure to market movements, and deliver returns that are generated from our stock selection ability. We believe this type of strategy helps to reduce equity market volatility, which is a concern for many investors. In this video, I outline several aspects of this strategy, including details about:
- The characteristics we look for when making investment decisions.
- How we attempt to mitigate risk.
- Why investors might consider market neutral strategies.
Learn more about Invesco All Cap Market Neutral Fund.
Learn more about high-conviction investing.
Read more blogs from our high-conviction investment managers.
Important information
Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a derivative could lose more than the cash amount invested.
Short sales may cause the fund to repurchase a security at a higher price, causing a loss. As there is no limit on how much the price of the security can increase, the fund’s exposure is unlimited.
Stocks of small- and mid-cap companies tend to be more vulnerable to adverse developments, may be more volatile, and may be illiquid or restricted as to resale.
The fund is subject to certain other risks. Please see the current prospectus for more information regarding the risks associated with an investment in the fund.
Donna Chapman Wilson
Director of Portfolio Management
Portfolio Manager
Invesco Quantitative Strategies
Donna Chapman Wilson, Director of Portfolio Management, is a Portfolio Manager for Invesco Quantitative Strategies (IQS) US retail funds. She also serves as a member of IQS’s management team, with responsibility for strategic planning and direction.Ms. Chapman Wilson has almost 20 years of experience in the investment management industry. She joined Invesco in 1997 and worked with the Fundamental Growth Equity teams before moving to the IQS team in 1999. Prior to joining Invesco, she held positions with J.P. Morgan, General Motors Asset Management, Mercer Investment Consulting and the Federal Reserve Board of Governors.
Ms. Chapman Wilson earned an MBA in finance from the Wharton School of the University of Pennsylvania and a BA degree in economics from Hampton University. She is a member of the Women’s Bond Club of New York and a founding member of the Invesco Women’s Network.