Fisher Investments’ emerging markets (EM) strategies use a top-down investment process that applies our capital markets technology (i.e., proprietary macroeconomic research) to the analysis of economic, political and sentiment drivers. This analysis helps determine our market forecasts and portfolio themes.
Our EM strategies attempt to exploit the structure of the emerging markets and capitalize on the cyclicality of EM countries, sectors, and industries. The EM strategies are managed by the firm’s Investment Policy Committee (IPC). The IPC is supported by our Capital Markets Research and Securities Research Teams. Together, they determine macro themes, countries, sectors, and securities they believe are most likely to generate excess returns.
Frontier Markets Strategies
Fisher Investments frontier markets (FM) strategies use a unique top-down investment process, analyzing and incorporating what we believe to be the primary determinants of risk and return in the capital markets: country, sector, and security decisions.
Each FM country has a unique market structure and economic cycle. Therefore, a company’s location and the countries in which it does business materially influence its future success. Furthermore, broader global economic influences can create opportunities in specific sectors regardless of where a security is domiciled.
This is why we believe a top-down analysis method adds value to our FM strategies. In our view, security selection absent global macro analysis of countries and sectors is incomplete. We believe our advantage comes from our ability to forecast the global economic environment correctly and select securities whose comparative and competitive advantages should be appreciated by the market, generating the highest expected excess return.
The strategies are managed by the Investment Policy Committee (IPC). The IPC is supported by our Capital Markets Research and Securities Research Teams. Together, they determine macro themes, countries, sectors, and securities they believe are most likely to generate excess returns.
All strategies are available as SRI, ESG, or Impact
= Strategy has SRI, ESG, or Impact AUM
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Investment Strategy Factsheet
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Investment Policy Committee
Fisher Investments doesn’t base portfolio decisions on one person’s views. With more than 150 years of combined industry experience, Fisher Investments’ five-person Investment Policy Committee collaboratively makes the firm’s strategic investment decisions.
