US Equity Strategies

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Flexible Strategies and a Disciplined Approach

Fisher Investments offers equity strategies across a variety of styles and market capitalisations. Fisher Investments’ US strategies use macroeconomic factors to capitalise on cycles within US sectors and industries as they come into favor. Our top-down process helps us to actively identify more opportunities to outperform. Our Investment Policy Committee applies risk-management controls based on an analysis of prospective stocks within the US equity markets to most accurately help assign equities to portfolios and help mitigate unnecessary risk in a concrete and productive investing strategy.

Strategy Benefits Include:

  • Bottom-up and top-down influences utilised in portfolio construction.
  • Consistent, repeatable processes
  • A top-down processes complementing a multi-manager structure, capitalising on benefits of diversification
  • High conviction and low turnover
  • Long performance histories
  • Excess return in a variety of market environments

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Categories
Capabilities
Strategy Mobile Dropdown Categories Benchmark Inception Date Capabilities Compare
All Non-US Equity
Category Benchmark Inception Date Capabilities
Global ex-US Equity MSCI ACWI ex-US Index mayo 2004 SRI, ESG, or Impact
Global ex-US Equity MSCI ACWI ex-US Index mayo 2004 SRI, ESG, or Impact
All Non-US Equity Focused
Category Benchmark Inception Date
Global ex-US Equity MSCI ACWI ex-US Index diciembre 2006
Global ex-US Equity MSCI ACWI ex-US Index diciembre 2006
All Non-US Equity Growth
Category Benchmark Inception Date
Global ex-US Equity MSCI ACWI ex-US Growth abril 2005
Global ex-US Equity MSCI ACWI ex-US Growth abril 2005
Global Equity
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Index septiembre 1994 SRI, ESG, or Impact
Global Equity MSCI World Index septiembre 1994 SRI, ESG, or Impact
All World Equity
Category Benchmark Inception Date Capabilities
Global Equity MSCI ACWI Index diciembre 2009 SRI, ESG, or Impact
Global Equity MSCI ACWI Index diciembre 2009 SRI, ESG, or Impact
Global Equity Focused
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Index enero 2010 SRI, ESG, or Impact
Global Equity MSCI World Index enero 2010 SRI, ESG, or Impact
Global Developed Small Cap
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Small Cap Index febrero 2013 SRI, ESG, or Impact
Global Equity MSCI World Small Cap Index febrero 2013 SRI, ESG, or Impact
Emerging Markets Equity
Category Benchmark Inception Date Capabilities
Emerging Markets Equity MSCI Emerging Markets Index abril 2006 SRI, ESG, or Impact
Emerging Markets Equity MSCI Emerging Markets Index abril 2006 SRI, ESG, or Impact
Emerging Markets Equity ESG
Category Benchmark Inception Date Capabilities
Emerging Markets Equity MSCI Emerging Markets Index septiembre 2012 SRI, ESG, or Impact
Emerging Markets Equity MSCI Emerging Markets Index septiembre 2012 SRI, ESG, or Impact
EM Sovereign Debt Hard Currency
Category Benchmark Inception Date
Fixed Income JPM EMBI Fixed Index agosto 2021
Fixed Income JPM EMBI Fixed Index agosto 2021
European Equity
Category Benchmark Inception Date
Global ex-US Equity MSCI Europe Index noviembre 2013
Global ex-US Equity MSCI Europe Index noviembre 2013
Non-US Equity
Category Benchmark Inception Date Capabilities
Global ex-US Equity MSCI EAFE Index octubre 1993 SRI, ESG, or Impact
Global ex-US Equity MSCI EAFE Index octubre 1993 SRI, ESG, or Impact
Global Developed Long/Short Equity 50
Category Benchmark Inception Date
Long/Short 50% MSCI World/50% US 3M T-Bill marzo 2015
Long/Short 50% MSCI World/50% US 3M T-Bill marzo 2015
Global Long/Short Neutral Equity
Category Benchmark Inception Date
Long/Short US 3-Month T-Bill noviembre 2018
Long/Short US 3-Month T-Bill noviembre 2018
Global Quant
Category Benchmark Inception Date Capabilities
Quant MSCI ACWI octubre 2016 SRI, ESG, or Impact
Quant MSCI ACWI octubre 2016 SRI, ESG, or Impact
All Non-US Equity Small Cap
Category Benchmark Inception Date Capabilities
Global ex-US Equity MSCI ACWI ex-US Small Cap septiembre 2011 SRI, ESG, or Impact
Global ex-US Equity MSCI ACWI ex-US Small Cap septiembre 2011 SRI, ESG, or Impact
UK Equity
Category Benchmark Inception Date
Global ex-US Equity MCSI UK Investable Markets Index junio 2007
Global ex-US Equity MCSI UK Investable Markets Index junio 2007
US Broad Market Fixed
Category Benchmark Inception Date Capabilities
Fixed Income ICE BofA US Broad Index diciembre 2014 SRI, ESG, or Impact
Fixed Income ICE BofA US Broad Index diciembre 2014 SRI, ESG, or Impact
US Equity
Category Benchmark Inception Date Capabilities
US Equity MCSI UK Investable Markets Index septiembre 1994 SRI, ESG, or Impact
US Equity MCSI UK Investable Markets Index septiembre 1994 SRI, ESG, or Impact
US High Yield Debt
Category Benchmark Inception Date
Fixed Income ICE BofA US High Yield Index noviembre 2020
Fixed Income ICE BofA US High Yield Index noviembre 2020
US Mid Cap Value
Category Benchmark Inception Date
US Equity Russell Mid Cap Value Index enero 1990
US Equity Russell Mid Cap Value Index enero 1990
US Short-Term Fixed Income
Category Benchmark Inception Date
Fixed Income ICE BofA Corp/Govt A-AAA 1—5 Year Index octubre 2020
Fixed Income ICE BofA Corp/Govt A-AAA 1—5 Year Index octubre 2020
US Small and Mid Cap Core
Category Benchmark Inception Date Capabilities
US Equity Russell 2500 Index junio 2014 SRI, ESG, or Impact
US Equity Russell 2500 Index junio 2014 SRI, ESG, or Impact
US Small and Mid Cap Value
Category Benchmark Inception Date Capabilities
US Equity Russell 2500 Value Index agosto 1995 SRI, ESG, or Impact
US Equity Russell 2500 Value Index agosto 1995 SRI, ESG, or Impact
US Small Cap Core
Category Benchmark Inception Date Capabilities
US Equity Russell 2000 Index junio 2010 SRI, ESG, or Impact
US Equity Russell 2000 Index junio 2010 SRI, ESG, or Impact
US Small Cap Equity Quant
Category Benchmark Inception Date
Quant Russell 2000 Index octubre 2016
Quant Russell 2000 Index octubre 2016
US Small Cap Opportunities
Category Benchmark Inception Date
US Equity Russell Microcap Value Index octubre 2015
US Equity Russell Microcap Value Index octubre 2015
US Small Cap Quant
Category Benchmark Inception Date
US Equity Russell 2000 Index octubre 2016
US Equity Russell 2000 Index octubre 2016
US Small Cap Value
Category Benchmark Inception Date Capabilities
US Equity Russell 2000 Value Index enero 1990 SRI, ESG, or Impact
US Equity Russell 2000 Value Index enero 1990 SRI, ESG, or Impact
No Results

All strategies are available as SRI, ESG, or Impact

= Strategy has SRI, ESG, or Impact AUM

If you would like to get more information about our available investment strategies, contact us.

  1. All Non-US Equity
  2. All Non-US Equity Focused
  3. All Non-US Equity Growth
  4. Global Equity
  5. All World Equity
  6. Global Equity Focused
  7. Global Developed Small Cap
  8. Emerging Markets Equity
  9. Emerging Markets Equity ESG
  10. EM Sovereign Debt Hard Currency
  11. European Equity
  12. Non-US Equity
  13. Global Developed Long/Short Equity 50
  14. Global Long/Short Neutral Equity
  15. Global Quant
  16. All Non-US Equity Small Cap
  17. UK Equity
  18. US Broad Market Fixed
  19. US Equity
  20. US High Yield Debt
  21. US Mid Cap Value
  22. US Short-Term Fixed Income
  23. US Small and Mid Cap Core
  24. US Small and Mid Cap Value
  25. US Small Cap Core
  26. US Small Cap Equity Quant
  27. US Small Cap Opportunities
  28. US Small Cap Quant
  29. US Small Cap Value

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Fisher Investments Europe Limited, authorised and regulated by the Financial Conduct Authority, is wholly owned by Fisher Asset Management, LLC, trading as Fisher Investments. Fisher Investments is based in the US and regulated by the Securities and Exchange Commission. Fisher Investments Europe delegates portfolio management to its parent company, Fisher Investments. Unless otherwise specified, references to investment professionals, operations personnel, and middle and back office personnel are references to Fisher Investments employees.