Invesco Small Cap Value Fund beats benchmark in Q1. Strong stock selection in information technology and industrials drove outperformance, while healthcare, energy, and financials detracted from results. Fund managers capitalized on market volatility to add new positions across sectors while trimming holdings with limited upside. The portfolio now carries greater exposure to economically sensitive stocks compared to peers. Notable moves include new confidence in Concentra's underappreciated growth profile and free cash flow generation, while the fund exited Ero Copper after material appreciation following strong earnings. This active positioning reflects management's conviction in identifying value opportunities within smaller-cap equities during volatile market conditions.
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