Concord Australian broad market equity team

• Richard Douglas
  Head of Australian Equities
• Chris Haynes
  Senior Analyst/Portfolio Manager
• Katrina Onishi
  Senior Analyst/Portfolio Manager
• Martin Hickling
  Senior Analyst/Portfolio Manager
• Will Culbert
  Senior Analyst/Portfolio Manager
• Garry Duncan
  Senior Analyst/Portfolio Manager
• Anne Percent
  Quantitative Analyst
• Chris van Rijswijk
  Implementation Manager

Invesco’s wholly owned subsidiary, Concord Capital, manages a range of long-only broad market Australian equity portfolios.

In-depth research by a highly experienced and well-resourced team of analysts has resulted in high conviction portfolios with a strong track record in outperforming in a variety of market conditions.

The Concord team uses a fundamental, bottom-up stock selection process that is likely to be biased towards quality businesses with a competitive advantage in industries which themselves have a reasonable competitive outlook.

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Concord Australian equities team

• Richard Douglas
  Director Australian Equities
• Chris Haynes
  Senior Analyst/Portfolio Manager
• Katrina Onishi
  Senior Analyst/Portfolio Manager
• Martin Hickling
  Senior Analyst/Portfolio Manager
• Will Culbert
  Senior Analyst/Portfolio Manager
• Garry Duncan
  Senior Analyst/Portfolio Manager
• Chris van Rijswijk
  Implementation Manager

The broad market research strategy capitalises on the strong research capability and depth of experience of the Concord team.

The analyst/portfolio managers recommend their best stock research ideas, which are then combined into a concentrated, high conviction portfolio that is generally sector-neutral.

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Concord Australian smaller companies team

• Richard Douglas
  Director Australian Equities
  
• Garry Duncan
  Senior Analyst/Portfolio Manager
• Justin Farley
  Senior Analyst/Portfolio Manager
• Matt Booker
  Senior Analyst/Portfolio Manager

Click here for a full list of Concord Smaller companies team bios.

 

Concord Capital also manages high conviction small cap equity portfolios employing the same bottom-up, intensive research approach that is used to manage the broad market equity strategies. The investment approach is likely to be biased towards quality businesses with a competitive advantage in industries which themselves have a reasonable competitive outlook. 

The small cap portfolios are managed by a team of three highly experienced investment professionals with an average of 16 years experience.

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Cynthia Jenkins
Head of Australian Smaller Company Equities

Cynthia Jenkins leads the Australian smaller companies team and is ultimately responsible for Invesco’s Australian small cap performance and investment decisions. Cynthia has 24 years industry experience and has been with Invesco’s Small Caps team for 17 years.

Cynthia is supported by Andrew Perks, who has 16 years industry experience on both the ‘buy’ and the ‘sell’ side.

Invesco’s Australian small cap team’s bottom-up, value-based approach has delivered outperformance since its inception in 1988.

The team looks for stocks where change is taking place, which may lead to earnings growth that is not yet reflected in the current market price.

The team’s somewhat contrarian approach to managing small cap assets has seen the small cap portfolios consistently add value for clients through various market cycles.

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Michael Fraikin 
Head of Client Portfolio Management – GQE (Frankfurt)

As Head of Client Portfolio Management, Michael Fraikin is responsible for overseeing the management of GQE's global equity client portfolios. Michael joined Invesco in 1997 as Portfolio Manager - European Equities, and became Head of Equities in 2000. Michael has 20 years investment experience.

 

• 1% tracking error global equity strategy
• 2% tracking error global equity strategy

The Invesco Global Quantitative Equities (GQE) team has a strong track record in managing quantitative global equity portfolios for clients worldwide. The GQE team consists of more than 40 investment professionals located in investment centres in New York, Boston, Frankfurt and Melbourne. The team manages more than A$20 billion globally.

Our enhanced strategies are designed to capture excess return through our proprietary multi-factor stock selection model. The objective is to achieve a positive long-term return that is competitive and predictable, with low volatility (tracking error).

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Ingrid Baker CFA 
Portfolio Manager, emerging markets team

Ingrid Baker joined Invesco in 1999 and is a portfolio manager in the emerging markets team. Ingrid began her investment career in 1990 and previously headed an emerging markets team at HSBC Asset Management.

Our emerging markets equity universe consists of approximately 1,000 companies with a market cap in excess of US$1bn. The process is bottom-up with the key element of our fundamental research being the evaluation of the sustainability of company profitability. In addition, we look to avoid direct exposure to countries undergoing significant political upheaval. The Invesco emerging markets team in Atlanta is headed by Ingrid Baker who has more than 20 years experience.

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• Invesco Chinese equity strategy

• Invesco greater China equity strategy

Samantha Ho
Investment Director, Asian investment team

Samantha Ho has 21 years of investment experience covering the Asia ex Japan region and, in particular, the greater China markets. She joined Invesco Hong Kong as Investment Director in November 2004.

 

Invesco first started investing in Asian equity markets in 1962 and is one of the largest fund managers in the Asian region. Our Hong Kong-based Asian equities investment team is in a strong position to capture the long-term growth opportunities offered by Chinese and regional Asian equity markets, while managing risk appropriately.

The Invesco Chinese equity strategy invests in companies with substantial exposure to the People’s Republic of China (HK listed ‘H’ shares, ‘red chips’, China plays, and Shanghai and Shenzhen-listed ‘A’ and ‘B’ shares). The strategy is managed by a team of eight investment professionals, led by Samantha Ho.

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Joseph Tang
Investment Director - Asian investment team

Joseph Tang joined Invesco Great Wall as Head of Investments in September 2006 and has been an Investment Director with Invesco Hong Kong since August 2007. Joseph specialises in managing China ‘A’ shares and QFII portfolios. Joseph has a background in sell side research and funds management.

 

The Invesco domestic ‘A’ shares strategy invests in Chinese companies with shares listed on the domestic stock exchanges of Shanghai and Shenzhen. The Chinese domestic market was limited to domestic investors until the introduction of the Qualified Foreign Institutional Investors (QFII) facility in 2003 which allows foreign investors access under specific conditions. Invesco is one of a limited number of investment managers with a QFII licence.

Our Hong Kong investment team is supported by the on-the-ground research and company knowledge of our joint venture partner inside China, Invesco Great Wall, which is located in Shenzhen. Our China ‘A’ shares strategy is managed by Joseph Tang.

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Mike Shiao
Investment Director,
Asian investment team

Mike Shiao is responsible for covering the Hong Kong and China markets, and is the lead manager of the Invesco Greater China Equity Fund. Mike was previously Head of Equities for Invesco Taiwan Ltd, having started his investment career in 1992.

 

The Invesco greater China equity strategy invests in primarily greater China securities listed on the Hong Kong and Taiwan stock exchanges and may also gain exposure to China domestic A shares from time to time. The strategy is managed by a team of eight investment professionals, with an investment process underpinned by a ‘GARP’ and value-plus-catalyst philosophy and vigorous fundamental research. This team is led by Mike Shiao.

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Invesco has been managing cash and fixed income for over 30 years. As one of the world’s largest money market and bond managers, Invesco offers the full spectrum of strategies to meet institutional investor needs, including diversified fixed income, credit and high yield strategies. 

Our uncompromising principles of safety, liquidity and yield drive all our institutional fixed income products.

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Lu Ann Katz
Head of Global Investment Grade Credit Research, Head of London Office

Lu Ann Katz directs the comprehensive credit research and risk management processes for investment grade credits across Invesco Fixed Income’s global investment platform. She is also on the board of Invesco Asset Management Limited. LuAnn has held senior management roles in commercial banking, municipal investment banking, corporate finance and investment in a distinguished career begun in 1977. LuAnn joined Invesco in 1992.

The Head of Global Investment Grade Credit Research, Lu Ann Katz, heads a team of 21 professionals in investment centres around the world. Our key strengths in global credit are a deep, stable and experienced global credit team, a rigorous research process with embedded risk control, and analyst-driven investment decisions. Local knowledge is leveraged globally and communicated instantly through our proprietary technology. The result is strong performance over the market cycle.

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Greg Stoeckle
Head of Senior Secured Bank Loans

Greg Stoeckle is responsible for the oversight of macro strategies and implementation of loan strategies. Greg joined Invesco in 1990 when the bank loans business was in its infancy. He was instrumental in building Invesco’s business from a domestic platform of less than $1bn in 1999 to the current global franchise of around $20bn.

 

Senior secured corporate loans, also called bank loans, are the most senior debt obligations of non-investment grade corporate borrowers. Bank loans have attracted renewed investor attention since the global financial crisis because they pay attractive current income, are secured by the borrower’s collateral, provide diversification within a fixed income portfolio, and are a natural hedge against inflation as they are floating rate (LIBOR plus a margin).

Invesco is one of the largest and longest tenured institutional bank loan platforms in the world. With over US$20 billion in bank loan strategies, Invesco has the experience and scale to achieve enhanced market access for these senior secured floating rate debt instruments.

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Joe Rodriguez
Head of Invesco Real Estate Securities

Joe Rodriguez is an Invesco Managing Director and is the Head of Real Estate Securities for Invesco. Joe has served on the boards of a number of real estate industry bodies and is a regular media commentator on Real Estate Investment Trusts (REITs). Joe joined Invesco in 1990 and has 27 years investment experience.

 

Our objective in global real estate securities investment management is to achieve a higher than market return with average market risk over the long-term.

Invesco’s real estate securities team, led by Joe Rodriguez, has been working together since 1988. The team’s bottom-up, research-driven process has been tested over time, and is highly risk-controlled at every step of portfolio stock selection and portfolio construction.

In building global REIT portfolios, the team draws on around 14 years’ average investment experience in property investment, as well as on Invesco’s worldwide research network of listed and direct property professionals.

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Max Swango
Director – Product & Client Portfolio Management, Invesco Real Estate

Max Swango joined Invesco Real Estate in 1988. He is responsible for developing and managing real estate investment products for Invesco’s diverse client base and for overseeing existing and new client and consultant relationships. Max spent the first 10 years at Invesco in its acquisitions group, originating direct real estate investments.

 

Invesco manages more than US$43 billion in direct real estate assets in the US, Europe and Asia. With offices in 16 financial centres and over 300 employees around the globe, Invesco is a one of only a few truly global real estate investment businesses. This global presence allows us to identify and manage some of the best investment opportunities in the most attractive markets.

In the US, our direct property strategies are core, value-added and real estate debt. Australian institutional investors can access our US Core Property Fund via an Australian-domiciled vehicle.

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Simon Redman
Head of Product, European Direct Property

Simon Redman heads Invesco's product management in European direct property and is a member of the European Investment Committee, He commenced his career in 1990 and has extensive experience in real estate funds management, capital markets and fund structuring and marketing. He held board and senior management positions with a number of real estate investment companies before joining Invesco in 2007.

 

Invesco has been a specialist in pan-European cross-border real estate investment for over 14 years. Local presence in key European cities and market knowledge provide consistent deal flow and the ability to act confidently and quickly. In Europe we offer a variety of strategies, including core and value-added.

Our core European fund has been able to make good acquisitions post the global financial crisis and is well positioned to benefit from the improving outlook in Europe.

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Cheng-Soon Lau
Director of Asian Real Estate

Soon Lau joined Invesco Real Estate in January 2006 and has overall responsibility for the management of Invesco’s Asian real estate business.

During his 19 years in the industry, Soon has held senior management roles in various Asian real estate investment businesses and has transacted more than US$1.7 billion of real estate across all major markets in the Asia Pacific region.

In Asia, Invesco manages US$5.5 billion in real estate. Strategies include core, value added and opportunistic through closed-end funds, mandates and partnerships.

Invesco has been managing Asian real estate for 20 years across all the major Asia Pacific markets and over the entire real estate cycle including the Asian financial crisis and the global financial crisis. 

The team has diverse capabilities including deal sourcing, negotiation and closing, development, marketing and sales, asset management, research and valuation.

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Wilbur Ross

Wilbur L. Ross, Jr. is Chairman and CEO at WL Ross & Co., part of Invesco Ltd. Wilbur is an acknowledged industry leader in bankruptcy, restructuring and privatisation. He has been involved in some of the largest bankruptcies and out-of-court restructurings and has assisted in restructuring more than US$200 billion of corporate liabilities during his career.

 

Acknowledged as one of the world’s leading turnaround groups, WL Ross & Co. invests in and restructures financially distressed companies with an objective of creating new, world class enterprises.

In managing distressed assets, the WL Ross team uses its experience in bankruptcy process, turnarounds and access to capital/strategic partners to identify attractive investment opportunities.

A variety of closed-end private equity funds are available to institutional investors.

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Scott Wolle CFA
Portfolio Manager and
CIO, Invesco Global Asset Allocation

Scott Wolle is a portfolio manager and Chief Investment Officer of Invesco Global Asset Allocation. Scott joined Invesco in 1999 and became affiliated with the Global Asset Allocation team in 2000. He began his investment management career in 1991.

 

Premia Plus strives to take advantage of what markets offer: risk premia and diversification. The strategy strives to achieve equity-like returns with bond-like risk over time.

The Premia Plus risk parity strategy seeks to generate returns by investing in equity, bond and commodity markets using a long only, risk-balanced investment process. Invesco’s Global Asset Allocation team selects the appropriate assets for the strategy using proprietary risk management techniques and applies an active positioning process to improve expected returns.

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