EPISODE · Jun 30, 2026 · 30 MIN
Rethink Portfolios: US value stocks with Kevin Holt
from Greater Possibilities · host Invesco
Kevin Holt, Chief Investment Officer and Senior Portfolio Manager for Invesco’s US Value Equity Team, talks about value investing in today’s rapidly changing market. From AI-driven disruption and concentrated market leadership to the role of active management, Kevin shares how he evaluates opportunity, manages downside risk, and distinguishes true value from potential value traps. He also explores where he sees compelling opportunities today — including health care — and explains why a dynamic, forward-looking approach to valuation may matter more than ever. (Invesco Distributors, Inc.)
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Rethink Portfolios: US value stocks with Kevin Holt
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