US Equity Strategies

Illustration of 2 men wearing suits standing next to the world

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

Find An Investment Strategy

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

All strategies are available as SRI, ESG, or Impact

= Strategy has SRI, ESG, or Impact AUM

  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

Insights & Media

More
Don’t Judge a Country by Its Credit Rating, Italian Edition
Market Analysis Don’t Judge a Country by Its Credit Rating, Italian Edition
27/11/2023 00:00:00
Macro Insights Q4 2023
Macro Insights Macro Insights Q4 2023
16/11/2023 00:00:00
Unmasking China’s Supposed Debt-Deflation Risks
Economics Unmasking China’s Supposed Debt-Deflation Risks
15/11/2023 00:00:00
Q3 2023 Global Markets Review & Outlook
Market Outlook Q3 2023 Global Markets Review & Outlook
13/11/2023 00:00:00
A man smiling and shaking hands with a business partner

Contact Us

Give our knowledgeable team a call today to learn more.

0207 299 6848

 Contact Us Today
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.