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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 favorable categories, while the short side of the portfolio shorts areas of the market that we view as unfavorable in our forecasted outlook. By removing benchmark constraints, Fisher’s Long/Short Equity strategies allow our portfolio managers to seek to maximize 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

  • Categorical shorts seek to provide a pure play on our top down themes without taking on idiosyncratic stock 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.

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Investment Strategy Factsheet

Details are important to achieving your investment goals. Get more information about our available investment strategies by letting us know a little about yourself and which Fisher factsheet you're interested in learning more about.

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