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Stephen Anness

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Stephen Anness

Based in Henley-on-Thames, Stephen is lead manager for Invesco Perpetual’s global opportunities strategy. He specialises in managing concentrated global equity portfolios.

Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. He took over responsibility for the global opportunities strategy on 1 January 2013. Stephen began his investment career with Invesco Perpetual’s UK Equities team, joining the company in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK fund in 2008, before moving to the global equities team at the end of 2012.

Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.

Profile

Job title Fund Manager
In group 14 Years
Experience 14 Years
Based in Henley-on-Thames
Team Invesco Perpetual - Global Equities

Product managed

Funds

Related content

Invesco Perpetual Global Equities market update

In their recent live interview, Nick and Stephen discussed the outlook for the global equity markets and answered questions on their stock-picking style, the fall-out from China’s slowdown and the US Federal Reserve’s decision not to raise US Interest rates.

Watch the interview with Nick and Stephen

Video | Duration 23:22

21 October 2015

Nick Mustoe, Chief Investment Officer, Invesco Perpetual, and Stephen Anness, Global Equities Fund Manager, Invesco Perpetual

Global equities market update

In this interview, Nick and Stephen answer topical questions on global equity markets.

Watch the interview with Nick and Stephen

Video | Duration 27:06

06 July 2016

Nick Mustoe, Chief Investment Officer and Stephen Anness, Global Equities Fund Manager, Invesco Perpetual