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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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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.

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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Investment Policy Committee

Fisher Investments doesn’t base portfolio decisions on one person’s views. With more than 175 years of combined industry experience, Fisher Investments’ five-person Investment Policy Committee collaboratively makes the firm’s strategic investment decisions.

Find Out More About Our Investment Policy Committee

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Fisher Investments Ireland Limited trades as Fisher Investments Europe (FIE) and is regulated by the Central Bank of Ireland. Fisher Investments Ireland Limited and its trading name Fisher Investments Europe are registered with the Companies Registration Office in Ireland under numbers 623847 and 629724. Fisher Investments (FI) is an investment adviser registered with the United States Securities and Exchange Commission. FIE is wholly-owned by Fisher Asset Management, LLC, trading as Fisher Investments, which is majority owned and controlled by Fisher Investments, Inc. Since inception, Fisher Investments, Inc. has been 100% privately owned. FIE outsources portfolio management to FI.