Invesco Value Opportunities Fund Q1 2025 Commentary

2025-05-09 11:20:00 ET

Summary

• Stock selection and an overweight in the information technology and industrials sectors drove the fund’s underperformance.
• An underweight in utilities and lack of real estate exposure also hurt relative return.
• We took advantage of market volatility to purchase several new fund holdings across various sectors.
• Conversely, we eliminated several holdings and used the proceeds to fund investments we believe have more upside potential.

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