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You are here: Manager factsheet

Michael Oliveros
Invesco Management S.A., Invesco Fund Managers Ltd
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Manager profile
Michael joined Invesco in 2023 to lead our Global and Pan European Smaller Companies Strategies within the EMEA Fundamental Equities team.Previously at M&G, Michael was lead fund manager on a range of Global and European equities funds since 2015. Prior to that, he managed the research team for M&G’s Sustain and Impact team; and developed the investment process for the SFDR Article 9 Paris Aligned investment strategies. Before joining M&G in 2011, Michael was the head of US Custom Solutions for Credit Suisse HOLT responsible for developing investment solutions utilising the HOLT CFROI valuation framework. He also worked in mergers and acquisitions and corporate consulting. Michael graduated a Chancellor’s Scholar from the University of Illinois at Urbana-Champaign with a Bachelor’s of Science in Finance with a concentration in Technology and Management.
Total return for Michael Oliveros
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Michael Oliveros

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Michael Oliveros 24.4 0.7 -9.6 33.2 -1.1 6.2 -13.1 21.9 18.4 3.8
Peer Group Composite 18.9 1.3 -12.6 33.3 3.1 5.5 -6.4 22.2 18.8 5.9
Over / Under 5.5 -0.6 3.0 -0.1 -4.2 0.7 -6.7 -0.3 -0.4 -2.1
Performance vs peer group composite: Michael Oliveros
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Developed Small and Mid-Cap Equity Lead manager FO Equity - International since Jul 31 2023 to present
Invesco Continental European Small Cap Equity Co-managed FO Equity - Small Cap Europe since Jul 31 2023 to present
Invesco European Smaller Companies (UK) Co-managed UT European Smaller Companies since Jul 31 2023 to present
Invesco Global Small Cap Equity Co-managed FO Equity - Ethical since Jul 31 2023 to present
Invesco Global Smaller Companies (UK) Co-managed UT Global since Jul 31 2023 to present
Invesco Pan European Small Cap Equity Co-managed FO Equity - Small Cap Europe since Jul 31 2023 to present
Funds managed previously
Fund Periods
M&G European Sustain Paris Aligned since Jul 11 2016 to Jun 30 2023
M&G Pan European Select Smaller Companies since Dec 31 2015 to fund close
M&G (Lux) Pan European Sustain Paris Aligned since Nov 09 2018 to Jun 30 2023
M&G (Lux) Global Sustain Paris Aligned since Dec 06 2018 to Jun 30 2023
M&G Global Sustain Paris Aligned since Dec 06 2018 to Jun 30 2023
M&G Global Leaders since Jan 01 2013 to Mar 30 2016
M&G North American Dividend since Jan 01 2013 to Apr 27 2015
M&G European Select since Jul 11 2016 to Jun 30 2017
M&G Positive Impact since Nov 20 2018 to Jan 14 2019
M&G Positive Impact Fund since Nov 29 2018 to Jan 14 2019
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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