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Advisor Information for ESMCX

Fund Inception08/31/2000
Name of IssuerInvesco
Fund Advisor(s)Invesco Advisers, Inc.
Sub-Advisor(s)Invesco Asset Management Limited

Fund Managers for ESMCX

Borge Endresen
Portfolio Manager since 05/01/2002
Borge Endresen joined Invesco in 1999. He was promoted to portfolio manager for international growth and emerging markets strategies in 2002. He was previously an associate financial consultant with Merrill Lynch. Borge Endresen started in the industry in 1995. A native of Stavanger, Norway, Mr. Endresen graduated summa cum laude from the University of Oregon with a Bachelor of Science degree in finance. He earned a Master of Business Administration degree from The University of Texas at Austin. He is a CFA charterholder.
Minkun Zhang
Portfolio Manager since 04/29/2022
Minkun Zhang, CFA, Portfolio Manager, has been associated with Invesco and/or its affiliates since 2012.
Juan Hartsfield
Portfolio Manager since 06/23/2025
Juan Hartsfield is a portfolio manager for Invesco small-cap core and small-cap growth products, as well as the Invesco leisure products. Prior to joining Invesco in 2004, Mr. Hartsfield was a portfolio manager with JPMorgan Fleming Asset Mgmt. on various small-cap portfolios. Prior to joining JPMorgan, Mr. Hartsfield served as an associate with Booz Allen & Hamilton. Mr. Hartsfield earned a Bachelor of Science degree in petroleum engineering from The University of Texas at Austin and a Master of Business Administration degree from the University of Michigan. He is a CFA charterholder.
Michael Oliveros
Portfolio Manager since 06/23/2025
Michael Oliveros joined M&G in June 2011 as an analyst and since 2013 has worked as a manager and deputy manager of various equity strategies, including the Pan European Select Smaller Companies strategy and the Global Select strategy. Michael previously worked at Credit Suisse for six years, three of these as the market strategist and head of custom solutions in the HOLT group. Prior to Credit Suisse, he worked as an investment banking associate at Valuemetrics Advisors and as a management consultant at SCA Consulting. Michael graduated from the University of Illinois at Urbana-Champaign in 1998 with a BS in finance, minoring in technology and management. He is a CFA charterholder.
Andy Tidby
Portfolio Manager since 06/23/2025
Andy Tidby is a Fund Manager for the Henley-based Asian and Emerging Market Equities team at Invesco. In this role, he is focused on the International Core Equity strategy specializing in Japanese and Australian companies. He also has wider responsibilities for Japanese and Australian small cap equities. Mr. Tidby joined Invesco in 2008. Prior to his current role, he was a research analyst for Japanese equities. Before joining the firm, he was a senior investment writer at HSBC Global Asset Management, covering regulatory and marketing communications across the group's retail, intermediary, and institutional clients. He began his investment career in 1997 at HSBC Bank, where he was responsible for managing private client portfolios. Mr. Tidby holds the Investment Management Certificate from the CFA Society of the UK.