Stock picks, investing strategy from market-beating Invesco manager - Business Insider

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A fund manager who's averaged a 16% annual return since the financial crisis shares his 'secret weapon' — and unpacks 3 stocks driving his success

He recalls that in 1990 — long before euphoria consumed into the tech industry — an analyst he followed recommended the stock while its market cap was still about $500 million. He heeded the advice and rode the stock for 10 years all the way to a $250 billion market cap in 2000, right before the bubble burst.

His "secret weapon" lies in having the same team manage the small- and mid-cap portfolios. This structure allows them to use the small-cap portfolio as a cultivation ground for companies that eventually outgrow their small-cap status and graduate into the mid-cap fund. Relatedly, he hunts for companies that are leaders in their fields. This could be in terms of firms with the largest market share, or those that have virtually no rivals because they are pioneers in their area of business.

"In the last four years, their earnings per share has gone from $2 to $10 and the stock has been a fantastic performer. That's an example of the kind of compounder that is a long-term holding in our portfolio." "They offer subscriptions to enterprises to upgrade what's typically been old hardware and software that is very difficult to use or upgrade to digital communications. They compete with companies likewhich has a huge install base of really old technology.

 

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