Trimark team to manage emerging markets mandate
TORONTO, Feb. 21, 2013 /CNW/ - Invesco Canada Ltd. today announced
portfolio management and investment strategy changes to Invesco
Emerging Markets Class. The Fund will be renamed Trimark Emerging
Markets Class, with Jeff Feng as lead manager and Virginia Au as
co-manager, effective April 5, 2013.
The pair will also be supported by two investment analysts from the
Trimark Global Equities team. Invesco Advisers, Inc. will continue to
manage the cash portion of the Fund.
Using the proven Trimark discipline of applying a rigorous, bottom-up,
fundamental investment approach to analyze the quality and value of
individual companies, the team will seek to achieve capital growth for
the Fund over the long term by investing the Fund's assets primarily in
equity securities of companies located or active in emerging markets.
"The Trimark style of investing is very well suited to provide our
clients with solid performance in the emerging-markets equity space,"
said Michael Hatcher, Head of Global Equities and Director of Research,
Trimark Investments. "Jeff and Virginia and their team have extensive
experience investing in emerging markets as a part of their work on our
global and international funds."
The portfolio managers will seek out businesses whose competitive
advantages provide opportunities for long-term growth, have strong
management and are believed to be attractively priced in relation to
their intrinsic value.
As lead manager of Trimark International Companies Fund/Class, co-lead
manager of Trimark Global Fundamental Equity Fund/Class, and co-manager
for Trimark Fund and Trimark Global Dividend Class, Mr. Feng
specializes in international equities, and is responsible for the
emerging-markets components of these Funds.
Mr. Feng began his investment career in 1997 and joined the Trimark
Investments team in 2009. He earned his MBA from the Richard Ivey
School of Business at the University of Western Ontario. He also holds
the Chartered Financial Analyst designation.
Ms. Au began her investment career in 2003 and joined the Trimark
Investments team in 2006. A member of the award-winning Trimark
Small-Cap Equities team, she is co-manager of Trimark Canadian Small
Companies Fund, Trimark U.S. Small Companies Class and Trimark Global
Small Companies Class. Ms. Au earned a B.Comm. from The University of
British Columbia and holds the Chartered Financial Analyst designation.
To learn more about Trimark funds, visit www.invesco.ca/trimark.
Commissions, trailing commissions, management fees and expenses may all
be associated with mutual fund investments. Mutual funds are not
guaranteed, their values change frequently and past performance may not
be repeated. Please read the simplified prospectus before investing.
Copies are available from your advisor or Invesco Canada Ltd.
About Invesco Canada Ltd.
Invesco Canada Ltd., operating under three distinct yet complementary
product brands (Trimark, Invesco and PowerShares), is one of Canada's
leading investment management companies. A subsidiary of Invesco Ltd.,
Invesco Canada's singular focus is on investment management, offering a
diversified suite of solutions to institutions, organizations,
companies and individual investors across Canada and around the world.
Additional information is available at www.invesco.ca.
About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm
dedicated to helping investors worldwide achieve their financial
objectives. By delivering the combined power of our distinctive
investment management capabilities, Invesco provides a wide range of
investment strategies and vehicles to our retail, institutional and
high-net-worth clients around the world. Operating in more than 20
countries, the firm is listed on the New York Stock Exchange under the
symbol IVZ. Additional information is available at www.invesco.com.
* Invesco® and all associated trademarks are trademarks of Invesco Holding Company
Limited, used under licence. Trimark®, Knowing pays® and all associated trademarks are trademarks of Invesco Canada Ltd.
© Invesco Canada Ltd., 2013
SOURCE: Invesco Canada Ltd.
For further information:
Vice President, Corporate Affairs