| Fund Inception | 05/17/2013 |
| Name of Issuer | Invesco |
| Fund Advisor(s) | Invesco Advisers, Inc. |
| Sub-Advisor(s) | -- |
Fund Managers for OSCAX
Matthew Ziehl
Portfolio Manager since 05/17/2013
Mr. Ziehl has been a Vice President and senior portfolio manager of OppenheimerFunds, Inc. since May 2009. Prior to joining OppenheimerFunds, Inc., Mr. Ziehl was a portfolio manager with RS Investment Management Co. LLC from October 2006 to May 2009 and served as a managing director at The Guardian Life Insurance Company from December 2001 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Ziehl served as a portfolio manager and team leader at Salomon Brothers Asset Management, Inc. from January 2001 to December 2001. Mr. Ziehl has a B.A.
Magnus Krantz
Portfolio Manager since 05/17/2013
Magnus Krantz, Portfolio Manager, who has been responsible for the Fund since 2022 and has been associated with Invesco and/or its affiliates since 2019. From 2009 to 2019, Mr. Krantz was associated with Oppenheimer Funds, a global asset management firm.
Joy Budzinski
Portfolio Manager since 05/17/2013
Joy Budzinski is a Director of Equity Research for the Invesco Main Street team. In this role, she is the sector specialist for the health care sector across all of the Main Street team’s strategies.
Ms. Budzinski joined Invesco when the firm combined with OppenheimerFunds in 2019. Before joining OppenheimerFunds in 2009, she was a health care sector manager at RS Investments and Guardian Life Insurance Company. She joined Guardian in 2006 and transitioned to RS Investments in connection with Guardian’s acquisition of RS. Prior to joining Guardian, she spent five years at the Bank of New York’s BNY asset management division, where she served as senior equity analyst covering health care stocks. Previously, Ms. Budzinski covered health care and consumer stocks and co-managed a fund at Allianz of America. Earlier in her career, she was an analyst and portfolio manager at J.P. Morgan Chase, following several sectors, including energy, telecommunications, conglomerates, and utilities.
Ms. Budzinski earned a BS degree in finance from Rider University and an MBA from Fairleigh Dickinson.
Raman Vardharaj
Portfolio Manager since 05/17/2013
Mr. Vardharaj has been a Vice President and portfolio manager of the Sub-Adviser since May 2009. Prior to joining the Sub-Adviser, Mr. Vardharaj was a senior quantitative analyst creating stock selection models, monitoring portfolio risks and analyzing portfolio performance across the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as quantitative analyst at The Guardian Life Insurance Company of America from 1998 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Vardharaj is a portfolio m
Adam Weiner
Portfolio Manager since 05/17/2013
Mr. Weiner has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. He has served as sector manager for industrials and materials for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Mr. Weiner was a sector manager at RS Investments for industrials and materials. Prior to joining RS Investments in January 2007, Mr. Weiner was a Director and senior equity analyst at Credit Suisse Asset Management (CSAM). Mr. Weiner served as an equity analyst at Credit Suisse First Boston from 2004 to 2006 (buy-side) and 1999 to 2004 (sell-side) and Morgan Stanley from 1996 to 1999. Mr. Weiner also served as an internal auditor at Dun and Bradstreet from 1992 to 1996 and as a budget analyst, Information Resources Division of the Executive Office of the President from 1990 to 1992. Mr. Weiner is a portfolio manager of other portfolios in the OppenheimerFunds complex.Mr. Weiner holds an M.B.A. from New York University and a B.A. in finance from George Washington University.
