Invesco Value Opportunities Fund  Q4 2025 Commentary

Invesco US3.32K FollowersFollow5ShareSavePlay(11min)CommentsSummaryStock selection and an overweight in information technology ('IT') drove the fund's outperformance. Security selection in materials and consumer discretionary also aided relative performance.The Invesco Value Opportunities Fund reported total assets under management of $6,324.74 million as of the end of the fourth quarter of 2025.Positioning is driven by a bottom-up stock selection process based on our estimate of intrinsic value, which is based on a company's future cash flows.Following the outperformance of large-cap stocks over small-cap stocks in recent years, we see greater long-term upside to intrinsic value in many small-caps compared to large-caps.Coherent shares rose due to surging AI data center demand, strong growth of networking revenue and expanding profit margins supported by a more focused, high-return product portfolio. Bussarin Rinchumrus/iStock via Getty Images Key takeaways 1 The fund outperformed its benchmark Stock selection and an overweight in information technology ('IT') drove the fund's outperformance. Security selection in materials and consumer discretionary also aided relative performance. 2 FundThis article was written byInvesco US3.32K FollowersFollowInvesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a recommendation of the suitability of any investment strategy for a particular investor. Invesco does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state tax laws are complex and constantly changing. Investors should always consult their own legal or tax professional for information concerning their individual situation. The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE All data provided by Invesco unless otherwise noted. Invesco Distributors, Inc. is the US distributor for Invesco Ltd.’s retail products and collective trust funds. Invesco Advisers, Inc. and other affiliated investment advisers mentioned provide investment advisory services and do not sell securities.

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