基本資料

投資策略

本基金的投資目標，乃提供以美元計算的合理長期資本增值。本基金將尋求投資顧問認為於購買時相對於當時股票市場一般市況而言價值被低估的股本證券，作為投資對象。本基金將主要投資於設於美國的公司的普通股或優先股。若某間公司(i)乃根據美國法律成立而其主要辦事處亦是設於美國，或(ii)該公司50%或以上的營業收入來自美國業務，則會被視作設於美國。本基金也可以輔助性質，投資於主要在美國的證券交易所進行交易的公司的股本證券、可換股債務證券、美國政府證券（由美國政府或其機關及機構所發行或擔保本息的證券）、貨幣市場工具及投資級別企業債務證券。

基金經理人

• Holt Kevin
• 資歷 11年(2011-09-30 至今)

• 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.

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