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
Resources for This Episode
Learn More About Invesco & the Global Opportunities Fund:
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Australian Investors Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
- Instagram: @rask.invest
- TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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