Investor Letters
Invesco — Discovery Fund
- Invesco Discovery Fund Invesco Discovery Fund trailed its benchmark as stock selection in information technology and industrials outweighed stronger health care selection. The portfolio added Semtech, Manhattan Associates and Hanover, while exiting MKS, Fabrinet and Modine amid less attractive valuations, production constraints and supply-chain disruption. Q3 2026 HHSE $12MMOD $5.2BSMTC $8.5B
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