Selected Country/Region:United States (English)
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Flexible Strategies and a Disciplined Approach

Fisher Investments offers equity strategies across a variety of styles and market capitalizations. Fisher Investments’ US strategies use macroeconomic factors to capitalize 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 utilized in portfolio construction.
  • Consistent, repeatable processes
  • A top-down processes complementing a multi-manager structure, capitalizing on benefits of diversification
  • High conviction and low turnover
  • Long performance histories
  • Excess return in a variety of market environments

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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.

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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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