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.
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© Invesco Canada Ltd., 2013
SOURCE: Invesco Canada Ltd.
Vice President, Corporate Affairs