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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Categories
Capabilities
Strategy Mobile Dropdown Categories Benchmark Inception Date Capabilities Compare
All Foreign Equity
Global ex-US Equity MSCI ACWI ex-US Index May 2004 SRI, ESG, or Impact
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
Global ex-US Equity MSCI ACWI ex-US Index May 2004 SRI, ESG, or Impact
All Foreign Equity + China A Small Cap Equity Quant
Quant MSCI ACWI ex-US March 2021
Quant MSCI ACWI ex-US March 2021
All Foreign Equity Focused
Global ex-US Equity MSCI ACWI ex-US Index December 2006
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
Global ex-US Equity MSCI ACWI ex-US Index December 2006
All Foreign Equity Growth
Global ex-US Equity MSCI ACWI ex-US Growth April 2005
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
Global ex-US Equity MSCI ACWI ex-US Growth April 2005
Global Total Return
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
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
Global Equity MSCI ACWI Index December 2009 SRI, ESG, or Impact
Global Total Return 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
Asia ex-Japan
Global ex-US Equity MSCI Asia ex-Japan Index November 2012 SRI, ESG, or Impact
Global ex-US Equity MSCI Asia ex-Japan Index November 2012 SRI, ESG, or Impact
Emerging Markets Equity
Emerging Market/Frontier Market Equity MSCI Emerging Markets Index April 2006 SRI, ESG, or Impact
Emerging Market/Frontier Market Equity MSCI Emerging Markets Index April 2006 SRI, ESG, or Impact
Emerging Markets Equity ESG
Emerging Market/Frontier Market Equity MSCI Emerging Markets Index September 2012 SRI, ESG, or Impact
Emerging Market/Frontier Market Equity MSCI Emerging Markets Index September 2012 SRI, ESG, or Impact
Emerging Markets Equity Small Cap
Emerging Market/Frontier Market Equity MSCI Emerging Markets Small Cap November 2016 SRI, ESG, or Impact
Emerging Market/Frontier Market Equity MSCI Emerging Markets Small Cap November 2016 SRI, ESG, or Impact
Emerging Markets Equity Small Cap ESG
Emerging Market/Frontier Market Equity MSCI Emerging Markets Small Cap Index September 2012 SRI, ESG, or Impact
Emerging Market/Frontier Market Equity MSCI Emerging Markets Small Cap 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
Foreign 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
Foreign Equity Small Cap
Global ex-US Equity MSCI ACWI ex-US Small Cap September 2011 SRI, ESG, or Impact
A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments. Learn more about our Global Strategies Request More Information
Global ex-US Equity MSCI ACWI ex-US Small Cap September 2011 SRI, ESG, or Impact
Frontier Markets Equity
Emerging Market/Frontier Market Equity MSCI Frontier Markets Index August 2015
Emerging Market/Frontier Market Equity MSCI Frontier Markets Index August 2015
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 Equity 100/30
Long/Short 70% MSCI ACWI/30% US 3M T-Bill May 2019
Long/Short 70% MSCI ACWI/30% US 3M T-Bill May 2019
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 Foreign 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 Total Return
Global ex-US Equity FTSE All-Share ex-Investment Trust Index June 2007
Global ex-US Equity FTSE All-Share ex-Investment Trust 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 Broad Market Fixed ESG
Fixed Income ICE BofA US Broad Index February 2020 SRI, ESG, or Impact
Fixed Income ICE BofA US Broad Index February 2020 SRI, ESG, or Impact
US Equity
US Equity S&P 500 Index September 1994 SRI, ESG, or Impact
US Equity S&P 500 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 Foreign Equity
  2. All Foreign Equity + China A Small Cap Equity Quant
  3. All Foreign Equity Focused
  4. All Foreign Equity Growth
  5. Global Total Return
  6. All World Equity
  7. Global Total Return Focused
  8. Global Developed Small Cap
  9. Asia ex-Japan
  10. Emerging Markets Equity
  11. Emerging Markets Equity ESG
  12. Emerging Markets Equity Small Cap
  13. Emerging Markets Equity Small Cap ESG
  14. EM Sovereign Debt Hard Currency
  15. European Equity
  16. Foreign Equity
  17. Foreign Equity Small Cap
  18. Frontier Markets Equity
  19. Global Developed Long/Short Equity 50
  20. Global Long/Short Equity 100/30
  21. Global Long/Short Neutral Equity
  22. Global Quant
  23. All Foreign Equity Small Cap
  24. UK Total Return
  25. US Broad Market Fixed
  26. US Broad Market Fixed ESG
  27. US Equity
  28. US High Yield Debt
  29. US Mid Cap Value
  30. US Short-Term Fixed Income
  31. US Small and Mid Cap Core
  32. US Small and Mid Cap Value
  33. US Small Cap Core
  34. US Small Cap Equity Quant
  35. US Small Cap Opportunities
  36. US Small Cap Quant
  37. US Small Cap Value

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 150 years of combined industry experience, Fisher Investments’ five-person Investment Policy Committee collaboratively makes the firm’s strategic investment decisions.

Find Out More About Our Investment Policy Committee

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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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