We start with the simple notion that supply and demand of securities are the sole determinants of securities pricing. Correspondingly, we believe capital markets are highly effective discounters of all widely known information. Therefore, to add value through active management, one must interpret widely known information differently and correctly from other market participants.
Fisher Investments manages a variety of global, global ex-US, US, and Emerging Market equity strategies for institutional investors. Our strategies leverage our top-down macroeconomic research alongside our fundamental stock selection process.
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Global Strategies
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Global ex-US Strategies
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US Strategies
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Emerging Market Strategies
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Other Strategies
Global Strategies
Fisher Investments’ global strategies seek to capitalize on country, sector and industry cycles.
Global ex-US Strategies
Fisher Investments’ global ex-US strategies place special focus on equity markets outside the United States to capitalize on country, sector and industry cycles.
US Equity Strategies
Fisher Investments' US equity strategies use both top-down and combined investment processes to maximize returns on American soil.
Emerging Market Strategies
Fisher Investments’ emerging market strategies seek to capitalize in smaller, developing markets across the world.
Other Strategies
Fisher Investments also offers other institutional strategies, like long/short equities, quantitative equities, and fixed income strategies.
Our Investment Strategies
Categories
Capabilities
| Strategy | Mobile Dropdown | Categories | Benchmark | Inception Date | Capabilities | Compare | |||||
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| All Foreign Equity |
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Global ex-US Equity | MSCI ACWI ex-US Index | May 2004 | SRI, ESG, or Impact |
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| All Foreign Equity Focused |
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Global ex-US Equity | MSCI ACWI ex-US Index | December 2006 |
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| All Foreign Equity Growth |
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Global ex-US Equity | MSCI ACWI ex-US Growth | April 2005 |
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| Global Total Return |
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Global Equity | MSCI World Index | September 1994 | SRI, ESG, or Impact |
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| All World Equity |
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Global Equity | MSCI ACWI Index | December 2009 | SRI, ESG, or Impact |
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| Global Total Return Focused |
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Global Equity | MSCI World Index | January 2010 | SRI, ESG, or Impact |
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| Global Developed Small Cap |
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Global Equity | MSCI World Small Cap Index | February 2013 | SRI, ESG, or Impact |
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| Emerging Markets Equity |
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Emerging Markets Equity | MSCI Emerging Markets Index | April 2006 | SRI, ESG, or Impact |
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| Emerging Markets Equity ESG |
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Emerging Markets Equity | MSCI Emerging Markets Index | September 2012 | SRI, ESG, or Impact |
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| EM Sovereign Debt Hard Currency |
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Fixed Income | JPM EMBI Fixed Index | August 2021 |
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| European Equity |
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Global ex-US Equity | MSCI Europe Index | November 2013 |
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| Foreign Equity |
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Global ex-US Equity | MSCI EAFE Index | October 1993 | SRI, ESG, or Impact |
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| Global Developed Long/Short Equity 50 |
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Long/Short | 50% MSCI World/50% US 3M T-Bill | March 2015 |
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| Global Long/Short Equity 100/30 |
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Long/Short | 70% MSCI ACWI/30% US 3M T-Bill | May 2019 |
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| Global Long/Short Neutral Equity |
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Long/Short | US 3-Month T-Bill | November 2018 |
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| Global Quant |
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Quant | MSCI ACWI | October 2016 | SRI, ESG, or Impact |
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| All Foreign Equity Small Cap |
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Global ex-US Equity | MSCI ACWI ex-US Small Cap | September 2011 | SRI, ESG, or Impact |
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| UK Total Return |
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Global ex-US Equity | FTSE All-Share ex-Investment Trust Index | June 2007 |
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| US Broad Market Fixed |
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Fixed Income | ICE BofA US Broad Index | December 2014 | SRI, ESG, or Impact |
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| US Total Return |
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US Equity | S&P 500 Index | September 1994 | SRI, ESG, or Impact |
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| US High Yield Debt |
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Fixed Income | ICE BofA US High Yield Index | November 2020 |
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| US Mid Cap Value |
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US Equity | Russell Mid Cap Value Index | January 1990 |
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| US Short-Term Fixed Income |
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Fixed Income | ICE BofA Corp/Govt A-AAA 1โ5 Year Index | October 2020 |
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| US Small and Mid Cap Core |
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US Equity | Russell 2500 Index | June 2014 | SRI, ESG, or Impact |
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| US Small and Mid Cap Value |
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US Equity | Russell 2500 Value Index | August 1995 | SRI, ESG, or Impact |
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| US Small Cap Core |
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US Equity | Russell 2000 Index | June 2010 | SRI, ESG, or Impact |
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| US Small Cap Equity Quant |
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Quant | Russell 2000 Index | October 2016 |
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| US Small Cap Opportunities |
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US Equity | Russell Microcap Value Index | October 2015 |
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| US Small Cap Quant |
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US Equity | Russell 2000 Index | October 2016 |
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| US Small Cap Value |
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US Equity | Russell 2000 Value Index | January 1990 | SRI, ESG, or Impact |
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No Results
All strategies are available as SRI, ESG, or Impact
= Strategy has SRI, ESG, or Impact AUM
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All Foreign Equity
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All Foreign Equity Focused
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All Foreign Equity Growth
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Global Total Return
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All World Equity
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Global Total Return Focused
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Global Developed Small Cap
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Emerging Markets Equity
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Emerging Markets Equity ESG
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EM Sovereign Debt Hard Currency
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European Equity
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Foreign Equity
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Global Developed Long/Short Equity 50
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Global Long/Short Equity 100/30
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Global Long/Short Neutral Equity
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Global Quant
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All Foreign Equity Small Cap
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UK Total Return
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US Broad Market Fixed
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US Total Return
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US High Yield Debt
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US Mid Cap Value
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US Short-Term Fixed Income
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US Small and Mid Cap Core
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US Small and Mid Cap Value
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US Small Cap Core
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US Small Cap Equity Quant
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US Small Cap Opportunities
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US Small Cap Quant
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US Small Cap Value
Insights & Media
9/21/2023 12:00:00 AM
9/20/2023 12:00:00 AM
9/20/2023 12:00:00 AM
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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 Investments you're interested in learning more about.
