The fund is co-managed by Ronald Zibelli, CFA, who serves as Chief Investment Officer of Growth Equities at Invesco and has been senior portfolio manager since May 30, 2006, and Asutosh Shah, CFA, CPA, who joined as co-manager in February 2014 and has been overseeing the fund since 2020. Zibelli brings extensive experience from Merrill Lynch Investment Managers and Chase Manhattan Bank, providing continuity and deep institutional knowledge. Shah is a Senior Portfolio Manager responsible for Discovery Small Cap Growth, Capital Appreciation, and Technology strategies, with significant experience at OppenheimerFunds, Merrill Lynch Investment Managers, and BlackRock Financial Management. Both managers hold advanced credentials and have demonstrated long-term commitment to the growth equity investment discipline.

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The Invesco Discovery Fund seeks capital appreciation by investing primarily in smaller-cap growth companies that are industry leaders and pioneers with high-quality management teams. The strategy employs a disciplined investment process focused on premier growth companies with rigorous risk management and sell discipline. The fund targets companies that exhibit strong earnings growth, innovative business models, and the ability to maintain market leadership positions over time. The investment approach emphasizes fundamental analysis combined with systematic risk management to identify sustainable competitive advantages and exceptional growth potential. The portfolio managers seek to outperform the benchmark through active management and tactical adjustments based on changing market conditions and individual company fundamentals.

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