الدولة /المنطقة المحددة:المملكة العربية السعودية (اللغة العربية)

Long/Short

 

Fisher Investments’ Long/Short Equity strategies extend our existing top-down, fundamental investment approach to long/short investing. The strategies leverage our global equity research platform to help identify mispriced categories in the marketplace.

The long portion of the portfolio invests in individual securities comprised of what we view as favourable categories, whilst the short side of the portfolio shorts areas of the market that we view as unfavourable in our forecasted outlook. By removing benchmark constraints, Fisher’s Long/Short Equity strategies allow our portfolio managers to seek to maximise our alpha generating capabilities.

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Strategy Benefits Include:

  • Unique top down investment process that has helped deliver alpha in a variety of market conditions

  • Our focus on top-down allocations cause our portfolio to behave differently from most Long Short equity portfolios, thereby helping to improve process diversification

  • Implementing our top-down themes through short positions in categories (sectors, industries, countries, etc.) without taking on idiosyncratic equity risk on the short side

  • Flexible portfolio engineering allows seamless customization of gross/net equity exposures to help match risk/return targets

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