In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss:
- Invesco’s global investment process and strategy
- Why 80% of the fund targets compounders, and 20% improvers
- How the Invesco Global Opportunities Fund is built and managed
- Lessons learned from crises like COVID-19 and the GFC
- How Andrew uses data, discipline and team introspection to manage money globally
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Topics Covered
– Welcome & introduction to Andrew Hall and Invesco
– What makes equities the best long-term asset class
– The 80/20 split: compounders vs improvers
– How Andrew defines a compounder and what separates them from improvers
– The role of change, leadership and industry dynamics in selecting improvers
– How the Invesco Global Opportunities Fund is structured and managed
– Lessons learned from major crises: the GFC, COVID-19, and more
– How Andrew made tough calls during the COVID crash
– Reflections on personal resilience, team strength, and managing under pressure
– Portfolio management discipline and handling uncertainty
